On November 1, 1999, INTC and MSFT became the 1st and 2nd NASDAQ companies to be put on the Dow Jones Industrial Average. It never surpassed its heyday of the dot-com bubble. Chew on... — read more 

https://www.cnbc.com/2024/05/07/apple-is-reportedly-developing-chips-to-run-ai-software-in-data-centers-.html Bye bye Xeon… ARM taking the data center by storm!

ELT / PG brought G. Lavender to “fix” software at Intel… in roughly three years, what has been fixed? It continues to be a hot mess with no direction and no good attempt to catch up to CUDA. If hardware isn’t cutting it anymore (M4s from Apple... — read more 

In a week where the US Government BANS the exports of Intel chips to China, accounting to about 25% of our global revenue, here is an example of the total lack of self awareness, self delusion and sycophancy on show in our company, this time in the... — read more 

Apple’s tablet chip is faster than Intel’s fastest desktop. https://browser.geekbench.com/processor-benchmarks Intel = 3100 https://x.com/vadimyuryev/status/1788338408445919698?s=46&t=hYI25_JJ8CrdThJPekvgJQ Apple M4 = 3800 In a tablet. — read more 

https://olympics.com/ioc/news/intel-unveils-ai-platform-innovation-for-paris-2024

Enough is enough

https://restofworld.org/2024/tsmc-arizona-expansion/

https://www.bloomberg.com/news/articles/2024-05-07/us-revokes-intel-qualcomm-licenses-to-sell-chips-to-huawei

https://digitstodollars.com/2024/05/02/could-would-broadcom-buy-intel/ You know Hock Tan wouldn't hesitate laying off scores of zero output villagers.

https://www.globenewswire.com/news-release/2024/05/06/2876069/0/en/INTC-INVESTOR-ALERT-Bronstein-Gewirtz-Grossman-LLC-Announces-that-Intel-Corporation-Investors-with-Substantial-Losses-Have-Opportunity-to-Lead-Class-Action-Lawsuit.html Here come the... — read more 

https://www.fierceelectronics.com/ai/japans-rapidus-fab-compete-tsmc-samsung-2nm-chips They don’t even bother to mention Intel lol. Good luck IFS lol.

There is no comeback. You will have to split market share with amd and Qualcomm. There is no bounce back. Hard to see foundry working either… there is no high volume whale to spread these huge capital costs over…

Just a curiosity for those layoff employees and why?

Literally laughing my a$$ off over here.

https://m.youtube.com/watch?v=I_2I5K5r5jE AMD is going to lay down the hammer on Intel this year.

Fire everyone in top level management and replace them with folks who actually do the work. THEY KNOW the path for a turnaround! They have been trying desperately over the years to tell you when your fu--ing up.. Time to stop talking and listen... — read more 

CEO Lisa Su said Microsoft, Meta, and Oracle use AMD’s MI300X. AMD said it had sold over $1 billion of the chips since it launched in the fourth quarter of 2023. AMD expects $4 billion in 2024 AI chip sales, up from a $3.5 billion forecast in... — read more 

Does X86 have any chance against these strong ARM-based competitors??

Something must be really really bad inside Intel? Where were the golden time of Intel inside? What happened to Intel inside?

It is going to crash big time soon. It is still in life support barely above 30. God bless INTC !

Considering offer… any issues with using my own laptop if I think that the default one su-ks? What about Internet and cell cell phone for remote work?

OK. Somebody has to say it. Slapping the term A.I. on all of your products is not going to bring a wave of customers to your door. It is also pretty obvious if you were not doing the hard sell technique you could use alternate terminology when you... — read more 

New college graduate student here looking for long term stable AI job.

busy making the list of next round layoffs ?

New big Intel product! Intel bought Habana who developed Gaudi and we are having it fabricated at TSMC. Looking to invest in a company with innovation and ability to fab? Intel Is definitely Not It.

He would fire Kayvon if canopy meet ramp demand as Pat recalled in interview with yahoo finance

Proud of ELT accomplishments. Thanks Pat!

When a company is in trouble or crisis, how long does it normally get rid of the CEO?

Samsung announced a Record backlog in Q1 for Samsung's foundry, guiding for double digit quarter on quarter growth in Q2. Advanced technologies such as 3- and 2-nanometer are under development smoothly. And in particular, yield of our 4-nanometer... — read more 

Intel blames motherboard makers for game crashes, not its CPUs A statement from Intel about instability says that motherboards are running its latest processors out of specification by... — read more 

round ‘n round eh PG

Please provide some potential high profile and low profile names to track

Pat Gelsinger was an executive at Intel in 2007 when we fumbled the ball and missed the mobile chip bo-m of the iPhone. Yes it was in our labs with our chip running in it. Official statement from Intel: “Not enough immediate return on investment”. ... — read more 

From 2021 https://www.cnbc.com/amp/2021/03/23/intel-makes-foundry-strategy-shift-under-new-ceo-pat-gelsinger-.html "This is the Intel strategy, period, full stop. **It does not depend on a penny of government support, or state support, or any other... — read more 

INTC is plunging and I predict it will go below $20 soon as the PE at current level even after the 9% drop is way too high. I wonder if current employees still care about RSU value or have they given up on it entirely. How much of your total... — read more 

Meteor lake is selling like hot cakes. The margins will continue to improve in the second half of the year. All austerity measures are off the board. What's not to like working here ? Pat is doing an awesome job of motivating the employees to work... — read more 

I'm going to Disneyland (ie SMG cruise).

https://www.marketwatch.com/story/intels-bad-year-worsens-with-analyst-decrying-company-as-profoundly-broken-a05383b6 For a company as investor obsessed as Intel you would think that hearing statements like profoundly broken and suboptimal CEO from... — read more 

I've been watching Pat closely. Lots of arm waving and hand movement, just like a used car salesman. Listen up, folks. If someone is waving arms and using excessive hand gestures, they are trying to sell you a lie.