AMD - 3.5B Intel - 3.3B Nvidia - 26.3B Intel down from 6B just 2 years ago. What an Epyc beat down lol. https://finance.yahoo.com/news/intel-says-wont-even-500m-194354930.html?
The Future of Intel Leadership?
It's my take US government won't allow Intel to fail. What that entails, we can only surmise. One could argue cleaving the company between design and fab would align to industry trends (ref current ARM design and TSMC fab model). The bigger... — read more
Question
For those who took VSP. And ERP. And also ISP. And also current employees. Well...for any human reader, really. This one’s for you. Suppose a new cross-BU group was created at Intel for 2025 with the following membership, listed below. What name... — read more
Uncle or Daddy Buffet Gonna buy
What don’t you toads get, uncle buffet gonna buy at least 9,5 percent (if he doesn’t already), he is getting his cash pile ready to strike. He is a rail road titan, and knows American semis are too big to fail and strategic. GAME OVER, MERICA will... — read more
Turnaround stories no longer have any meaning
Remember the scene in the book “Only the Paranoid Survive” where Gordon Moore and Andy Grove are wondering what to do with the DRAM business and they decide to do a “under new management” thought experiment? They walk out their door Intel’s old... — read more
Concerns grow in Washington over Intel
https://www.semafor.com/article/11/01/2024/concerns-grow-in-washington-over-intel
CHIPS Chopped?
https://apnews.com/article/mike-johnson-chips-act-d5504f76d3aa0d5b401216f3592c9a09
Does Gaudi make sense to keep?
Does anyone really want this product?
SMG guy and sausage
What's the story about it
18A or lights out in the cleanrooms
Now comes down to making 18A competitive vs. TSMC or the Intel ship sinks like the Titanic.
DCAI Innovation
I’d like to know what new, exciting, innovative products DCAI is focused on from 2025-2029. There has to be a plan right?
No More TSMC Inside
https://www.tomshardware.com/pc-components/cpus/intel-outlines-plan-to-break-free-from-tsmc-manufacturing-70-percent-of-panther-lake-at-intel-fabs-nova-lake-almost-entirely-in-house
Christy Pambianchi: The HR Leader Who Cut the Coffee and Shattered Intel’s Culture – A Business School Case Study in Mismanagement
I'm sure, in her own mind, she feels all the hate toward her is unjustified. She thinks she knows something the rest of us just don’t get. That this is just part of the role of a global HR manager. That you can’t possibly gain the employees'... — read more
What will Intel CEO be called after being kicking out of DOW ?
a. Intel Chip Eating Office sir b. Intel Chip Executed Officer c. Intel Chef Eating Officer d. Intel Chef Eating Office sir e. Intel Chip Executive Office sir f. Intel Chip Executed Offer
Can't wait to leave
After the earnings and the ACM i cannot wait to leave. I joined last December and knew it was a fu---d up place within 3 months but I wanted to stick it out for a full year to get a good retention payment in my offer letter. After the holidays I am... — read more
Is Pat lying or clueless? Or both
Lying + clueless is a lethal combination
Pat Gelsinger get the he-l out of Intel
Thanks to you the earning, profits and reputation of this iconic company was trashed and tanked. Getting kicked out of Dow is the last straw. Get out Intel - Pat Gelsinger.
APB is trending below 50% close to 40%
Congratulations to ELT for your leadership and making employees richer
Nvidia to join Dow Jones Industrial Average, replacing Intel
https://www.cnbc.com/amp/2024/11/01/nvidia-to-join-dow-jones-industrial-average-replacing-intel.html
Forward looking statements?
So many baltent lies in the quarterly review.
Look at who let go in OR
https://www.oregonlive.com/silicon-forest/2024/10/intels-oregon-layoffs-by-the-numbers-vps-fellows-and-engineering-all-took-hits.html Most of them are fab guys, and unfortunately software guys in OR sites. Apparently Intel gave up some of its IFS... — read more
Missed DZ at ACM
Said noone. I guess he is hiding from everyone. Can't wait for his meeting next week where he lies even more to our faces
Don't believe it when they say most cuts are done
If you do, you're setting yourself up for a major shock. Look at the results. This is far from over.
CP seems unbothered by employee morale
The coffee thing. She could show more empathy and compassion towards people being HR lead. It's a small thing, but coffee raises the spirits.
Did they respond the question of more layoffs coming or no more layoffs coming?
They need to be honest about that
APB looking great!
Christoph wants us to be hungry
I take my broken promisses last two years personally, I am acountable?
What does this mean you M F? are you going to fix the lives of thousands of families you destroyed? pay for our losses in stocks? F Y
Christoph Schnell - Today's All Employee Meeting
Quote: "The last month to month and half have been a lot of fun." Out of touch to make a statement as thousands are looking for a job due to layoffs.
ACM Yap session
Just cannot stand these broken promises, just get to Q&A already
Acm
30 seconds in and it's all about Pats feelings.
Workforce reduction is inevitable even without the bags that Intel has
“In this transition moment, across all functions, everywhere in the company, it’s worth challenging us to think where we can use AI to be more productive.”... — read more
Accountability
ELT should report the cost savings they achieved by stopping fruit and beverage services. This is inhumanity
What happened to the Intel I loved?
I miss the days when working at Intel was something to truly be proud of. Back then, it felt like the company valued its employees and did everything in its power to keep the best people around. Now, it's all about cutting costs, even if it means... — read more
Bernstein analyst is perma bear on $INTC
https://www.cnbc.com/video/2024/10/31/bernsteins-stacy-rasgon-on-intels-headwinds-ahead-of-earnings.html
Altera revenues down 44%
The Altera CEO is unstoppable in destroying the company.
Q3 Earnings Summary: $16.6B Loss !
This is the top and bottom of it all folks. From $300M net profit this time last year to $16.6B loss this year. Wow! There is nothing else to say I think but I am sure leadership team will continue to talk.
So why do you still work for Intel
Me? Hic HIC for the impairment. (This is a joke about the financials….)
Worth a look to understand the dire financial situation Intel is facing.
https://www.youtube.com/watch?v=DpX8MsVFvfo The Investor Channel @TheInvestorChannel
I found another job
Gave my notice on Monday. Decided not to wait to be laid off. I finally feel free. To tie one’s work and prospects to a company that has an uncertain future, has become a daily drama show, has presented us with constant threat of layoffs and chaos at... — read more