"There’s no money in trailing edge microcontrollers." @bug+1laZtMqq
Yeah no money in recession proof low margin products... I mean just look at how bad TI is doing right now? (Rev $4.96 bil, 42% margins). Or how about Avago... Rev $8.93 bil, 37.6% margins. For some reason they don't have negative outlooks during this down time for Intel.
These companies are efficient, they cut waste and execute. Exact opposite of Intel that needs 50%+ margins to be healthy... Intel is a bloated inefficient dinosaur. IFS will either make or break them. If Intel can benchmark and adopt competitor lean capabilities/efficiency they could soar.
Far easier to talk about cultural/foundational change at Intel than it is to achieve it. Good luck! Its not going to be pretty if they continue status quo...