The modem is still not taped out. Many expect it to return from the Fab dead on arrival

https://www.marketwatch.com/story/intel-earnings-a-precarious-time-as-ceo-choice-data-center-competition-loom-2019-01-22

With the continued government shutdown a large number of intel contracts will be dropped. This can only mean MASSIVE layoffs at anybody working in government sector . Rumor says about a 1000 employees will be affected.

Great companies focus on building great products. Mediocre companies focus on improving diversity and gender equity. When you don’t have a great product strategy, you focus on BS c-ap like diversity. Steve Jobs and Andy Grove built great products. BK... — read more 

Not confirmed officially but the author of the article claims to have strong insider info on this. Aparently, the Oregon D1X factory will be expanded an accommodated for production of 7 nm chips... — read more 

https://finance.yahoo.com/news/apos-intel-apos-processor-shortage-130400678.html

Does it matter your companies profit if they have an irrational track record of acquisitions and layoffs initiated by BoD even when times are good. Intel has track record of cutting costs while frivolous overpaying to enter late into new markets... — read more 

This week?

8060 modem was dropped by the big A. With the current progress or lack thereof, 8160 is on track to annoy customers again.

Circuit articles saying how great our future will be. Public articles saying how normal taking 7 months to find a CEO is and how our executive exodus is normal. Make no mistake. We are in trouble. No matter what the Q4 numbers are, things are not... — read more 

When I say this I’m trying to be realistic, and everything points to me that we will never become an exclusive supplier to Apple. Judging by what was said by the Apple official they don’t see Intel as a lone supplier of chips and modems in the long... — read more 

My understanding is that large layoffs will no longer be done and smaller ones will be hidden under the guise of "reorganization" etc. This avoids bad publicity etc. I've already seen it happen recently...My recommendation is to buckle your seatbelt... — read more 

I heard that some groups have already had cuts. What is the severance? Is it what they did to the maker groups last year? You have 2 months to find another internal job and then get 1 month severance plus cobra insurance etc? Can anyone confirm?

Johny - BEST Pat - GREAT Bob - MEH, but OK Murthy - WORST

@VB8xZy1-1ynsk It seems that there is a truth to this news. Intel is planning massive layoffs as part of ACT2 that will coincide with hiring of new CEO. It’s evident in recent Executive departures. It maybe in phases but it will be aligned to market... — read more 

Mix it up. Rename and acronym everything. Here they come. They will surely be followed by shadow layoffs and cuts of groups as well.

Read this article and to tell you the truth I don’t see this that is realistic. Curious about getting some thoughts on this. Is this even a realistic option at this time? If it is, what could be the consequences of such a purchase?... — read more 

Under consideration: Johny Srouji Kirk Skaugen Pat Gelsinger Bob Swan Out: Murthy, Naveen, Diane, Anand, Sanjay, Renee

7 months have passed and there is no sign of Intel getting a new leader. A lot has been debated on this matter, but this article goes through the basic reasons why this is the case. It also gives some potential names that could emerge. Curious to get... — read more 

Kirk Skaugen was mentioned on TV today

Last Friday Apple Executives gave sworn testimony in court today are looking for a Second source supplier. They even approached Samsung and mediatek to supply that 5G solution in 2019. If I worked in ic DG I'd have my resume ready soon

If you remove all the Acquisitions on b* by the recent management then also at in discrete gpus and take out all the b* initiatives such as wearables and the TV show you then have AMD

https://www.theverge.com/2019/1/14/18182441/apple-qualcomm-modem-iphone-xs-max-ftc-trial With apple building their own modem teams and still looking to Qualcomm as a second source, the future of Intel modem business appears bleak. It seems like the... — read more 

A new company CEO isn’t even in sight and the company faces more and more challenges in the year that’s in front of us. This article tries to tackle the question of why that is the case and analyses what approach the company will be taking when it... — read more 

is there redeployment option?

Some "people movement" was reported within PSG yesterday. Interesting choice of words... What is happening in PSG?

Not good news for next quarterly report. Interestingly, stealth layoffs have already begun. https://finance.yahoo.com/news/pc-market-slumps-shipments-sink-134701230.html

Zero value add teams : Drones Intel Sports Camera New Technology Group Complete waste of money. Seriously, how many VPs and Directors are in the Sports/Drone teams? What an utter waste of money.

This was an interesting article that sums up what the leading companies in the business have in stall for 2019, an compares their efforts in an attempt to figure out who will prove to most successful. How do you think Intel will do in 2019? Strengths... — read more 

Camera team gets reductions in Finland, USA and Israel (100+ people) Drone team layoffs (dozens) Anything else to add to the list?

Time to lose MR and mediocre QCOM gang he brought along Time to unleash the true potential of the wonderful company that Bob Noyce, Gordon and Andy built

Don’t get me wrong, I don’t think that the presentation of Huawei’s new data center server chip is a direct threat to Intel; at this point, but it might be soon. The very fact that competitors are attacking the market in which Intel holds the96% os... — read more 

Will the CEO announcement happen before the Q1 earnings call?

AZFSM has recently lowered the pay grades of shift GL (managing technicians) from Gr7 to Gr6, Module Team Leader (managing engineers) from Gr8 to Gr7, entry level Area Manager from Gr9 to Gr8, and Captain of the Ship and FIST leaders (both are... — read more 

+1 this post (using the voting arrows below) if you think TMG will eventually be spun-off. -1 if you think TMG will remain inside.

Does anyone know why a disproportionate fraction of positions of power within TD (all the way upto PB) are with Rensselaer alumni. One can argue hiring/networking/semiconductor research program is strong for that university but really is that all... — read more 

https://www.techradar.com/news/amd-is-now-selling-twice-as-many-processors-as-intel

Reading on everything that Intel faced and still managed to produce solid numbers made me conclude that all and all this wasn't such a bad year, as many claim it was. On the other hand I generally think that a big diversification in products is not a... — read more 

Just wanted to change the interest on here. Plenty of juicy topics: act, 14nm, mobile, diversity, amd competition, acquisitions, leadership etc. Let me know what you think and if you want me to soccer anything in particular?

Qualities to look for in a tech CEO: Track record as technology visionary Track record as product visionary Ability to pick and attract solid leadership team Track record as an outstanding mentor Highly organized Outstanding manager Admired by direct... — read more