What's your prediction on depth, breadth and dates?

Craig as CEO spent and spent and spent on companies without the manpower of qualified people to make the companies go... Paul as CEO promoted his field buddies, brought in a new culture, and hired and promoted based on s-x (female preferred ) and... — read more 

Confirmed: Intel 10nm ICL-SP server will not be available until end of 2020 https://finance.yahoo.com/news/intel-shares-tumble-chip-technology-141950579.html

https://www.marketwatch.com/story/amd-vs-intel-balance-of-chip-maker-power-appears-to-shift-2018-07-27

AMD: "Our focus is about bringing new products to market" Intel: "Our focus is about getting 10nm to work and hiring a new CEO with diversity in mind"

https://www.theguardian.com/us-news/2018/jul/27/h1b-visas-work-permits-donald-trump-rescind-immigrants

Nothing else matters. Not chip architecture or design, not even advanced process technology. Diversity is the only thing that matters and will make Intel great again.

The EPYC news keep coming! https://www.marketwatch.com/story/amd-stock-gains-after-intel-gives-updates-on-10-nanometer-2018-07-27

More EPYC news, keep 'em coming!!! https://finance.yahoo.com/news/intel-shares-slip-fears-amd-151410777.html

Where are the HR trolls that kept saying 10nm didn't matter, not important, Intel's 14nm will beat everybody else's 7nm? They are hiding in the corner, scared like c---roaches when the lights are turned on. Because they know Wall Street is now seeing... — read more 

I think all of the Intel HR experts and executives are learning or re-learning that it is not so easy to run a vertically integrated semicon company. Heck, it is likely that the acting CEO is still learning the Intel acronyms and simply has no real... — read more 

Been thinking of leaving more and more, but I'm in rush. I wonder if there is a way to indicate I would be okay with being put on the list for the next round of layoffs?

https://www.marketwatch.com/story/amd-stock-rises-after-strong-revenue-fuels-earnings-beat-2018-07-25

https://finance.yahoo.com/news/intels-data-centre-business-falls-215406851.html

https://www.cnbc.com/2018/07/27/bank-of-america-downgrades-intel-biggest-risk-remains-unresolved.html

https://www.cake.co/conversations/g4CP6zJ/the-secret-call-to-andy-grove-that-may-have-helped-apple-buy-next

What an Epyc moment in the history of Intel..... :)

Why they are choosing TSM for their 7nm Epyc2 instead of Global Foundaries.... They don't think GF will be able to keep up with demand. Plus ,TSM is already making the Chinese Epyc clones ... — read more 

https://www.marketwatch.com/story/amd-target-raised-to-22-at-jefferies-after-earnings-2018-07-26

https://www.barrons.com/articles/advanced-micro-devices-ceo-su-data-center-is-our-number-one-priority-1532618535

https://finance.yahoo.com/news/q2-semi-preview-cowen-confident-143706231.html

DB will be named CEO in the following days, if not today after the earnings report. Done deal. https://finance.yahoo.com/news/intel-shot-boosting-diversity-ceo-090000185.html

https://finance.yahoo.com/m/a984dcc0-03c2-38f0-9bbf-31c960a60993/intel-earnings%3A-after-ceo.html

https://www.marketwatch.com/story/qualcomm-claims-wireless-dominance-over-intel-and-apple-2018-07-23

https://finance.yahoo.com/news/intel-hot-seat-amd-steals-163306010.html

Anybody else relieved that Qualcomm/NXP deal failed to go through? The stronger Qualcomm gets, it becomes greater competition to us. And we are in no position right now to handle something like that. Maybe once we were but now we are not. So for... — read more 

Record revenue and record bonuses quarter after quarter even with 10nm delays. Go Intel!

...is when Qualcomm board gets busy. #thingsthatmakeyougohmm

Bad apples win?

https://www.bloomberg.com/news/articles/2018-07-25/qualcomm-expects-apple-to-ditch-its-modems-for-the-next-iphones

No signs of the sleepiest CEO in history during the anniversary celebrations, any reasons ?

First Fortune 500 Supply Chain moves commencing... https://nypost.com/2018/07/23/hasbro-moving-production-out-of-china-to-avoid-trade-war/

There used to be a lot of green badge positions in Hillsboro, Oregon. Seems to be very few now. The few that are posted also only available through Indian companies such as UST Global. Hardly anything from Kelly IT. I take it that most green badge... — read more 

Looks like Qualcomm is kicking our behinds when it comes to modems in non-Android smartphones. I could try to pretend I'm shocked, but in all honesty I stopped expecting better a long time ago... — read more 

Thanks Andy and BoD... Lets have 400 VPs very soon..

What's your thoughts on US jobs being lost due to Chinese stealing's? https://seekingalpha.com/article/4188936-can-chinese-really-catch-memory

It was hilarious watching every exec and subexec (including Sr PEs and Fellows) in my group parrot "virtuous cycle" as soon as BK uttered it in 2016. BK himself never repeated it after 6 months. What a shameless sheep flock. Personally to me, it was... — read more 

If Intel CEO wants to read. This is from a 30 year hardcore chip veteran who retired. Long ago there were real engineers who knew the entire silicon product cycle from architecture to design to fab to assembly to test and then high volume... — read more 

Will he stay very much longer?

Stacy Smith left the company as of January 1. Typically when an executive (former cfo ) leaves we hear later where they went and what they are doing. Stacy is relatively young, still of working age. Does anyone know what Stacy is doing now? Is he... — read more