https://twitter.com/hpc_guru/status/909975414864531456
Mobileye deal balance sheet
$17bn of Intel cash transferred to mobileye shareholders. 400 engineers transferred at $40m per head. Intel's balance sheet goes from $17bn in cash to $17bn in goodwill as mobileye has few assets.
AMD to take 30% DT share in 1H18
http://www.digitimes.com/news/a20170927PD212.html
Tick Tock Tock Tock
So sad is intel 14nm for so long, what the hell are the boys in Hillsboro doing, too much time smoking and drinking "Observer expect a more significant milestone next year when Intel is expected to start shipping its first PC chips code-named Cannon... — read more
Charlie tells it like it is
Sad state is intel 🤡 led https://semiaccurate.com/2017/09/25/intels-8th-gen-core-cpus-minor-step-forward/
[Will Time Tell?] TESLA making grave mistake!
Tesla Shifts to Intel From Nvidia for Infotainment https://www.bloomberg.com/news/articles/2017-09-26/tesla-is-said-to-shift-to-intel-from-nvidia-for-infotainment?utm_source=yahoo-) INTEL Legal, better check what I am talking/predicting about here... — read more
Reminder: INTC has been dead money for 20 years
Look at your peers at Nvidia, Apple etc.
Huge RSU grants and signing on bonuses for Nervana
If you see Ferraris in the Intel garages around RNB and San Diego don't be alarmed. Last year Intel acquired AI startup Nervana for $408m for 48 employees with no real product. For you dumb a-- Intel the deal worked this way. The backers received... — read more
More shameless propaganda and lies from the clown
https://finance.yahoo.com/news/intel-constructive-confrontation-still-21st-215429157.html
Why do people wish for so much inflicted pain targeted at Intel people
I struggle to understand the hatred directed towards Intel. I took the ERP last year and never regretted it. People's lives and families should be off limits. Geebus - some folks need to get a life.
Please pray for Intel and BK
It's our last hope...we need positive thoughts, I am 5i and don't want to be unemployed
Current Yields on 10nm?o
ok, so what are the actual yields... Ashraf needs this data
Get rid of H1B mindset
Using H1B aka cheap engineers is toxic. BK - you need to get rid of this attitude if you want to be great again. Stop outsourcing your talent... — read more
[Will Time Tell?] Total INTEL Debt (mrq) $32B USD [and constantly rising]
Good news for BK clown, MR and BOD! Total INTEL Debt (mrq) $32B USD [and constantly rising], Very good news, indeed. C'mon, HR and Legal! Be positive! Always look on the bright side of Life! Do not whine, Life is good, isn't it?! ;-) Balance Sheet... — read more
14nm+++ ? You've got to be kidding
https://finance.yahoo.com/m/62b00f18-b684-30bd-9226-976dd6d9ec04/ss_intel-corp.-needs-to-make.html
Your 🤡 CEO says this, you trust his next ACT?
In response to a question from an analyst, Intel CEO Brian Krzanich said that the company is now providing engineering samples of its first 10nm product, code named Cannon Lake, to customers. The executive then went on to say that the yield rates... — read more
Any news on F11x New Mexico?
We have been hearing rumors of a massive expansion to begin Q2, 2018. My manager is not really the type of person to lie. What's the most recent rumor?
Apple Watch 3 is a piece of crap
With Intel Inside https://finance.yahoo.com/news/reviewers-discover-apple-watch-series-3-cant-get-online-192628428.html
Intel layoff plans on track for Q4
Right after October earnings report
AMD: Analysts See Competitive Performance from ‘Threadripper’
https://www.google.com/amp/www.barrons.com/amp/articles/amd-analysts-see-competitive-performance-from-threadripper-et-al-1506106988
HPE to ax 10% of workforce - 5000 employees
Next up is Intel https://www.thestreet.com/slideshow/14316517/1/hewlett-packard-enterprises-the-latest-tech-titan-to-slash-jobs.html
Another one bites the dust
Intel cancels Project Alloy headset; HTC announces VR offer for devs https://seekingalpha.com/news/3297179?source=ansh $INTC, $HTCKF
Security Theater
All you have to do to pretend to do a good job is to listen to the manager and the director and make your patch compliance numbers by manually making them up, and entering them into a manually made up website that is used to falsely report your patch... — read more
The Truth Behind Intel's Manufacturing Lead
https://seekingalpha.com/amp/article/4049095-truth-behind-intels-manufacturing-lead
Best CEO today Google, fb,Microsoft, Master Card bar none
https://www.fastcompany.com/40457741/satya-nadella-the-c-in-ceo-stands-for-culture
S. Rasgon on Intel
https://www.cnbc.com/video/2017/09/19/intel-has-been-in-a-trading-range-for-a-while-bernstein-chip-analyst.html Conclusion: Next few quarters might be OK (tactical), long term Intel will suffer (strategic, structural weaknesses).
No 10nm product in 2018, Icelake delayed to 2019
https://www.fool.com/investing/2017/09/21/this-intel-corp-rumor-is-probably-true.aspx?yptr=yahoo
Intel roadmap leaked, CNL delayed to end of 2018, Icelake to 2019
https://videocardz.com/newz/leaked-intel-roadmap-confirms-z370-b360-and-z390-platforms
Lies, fake news and propaganda
https://www.fool.com/investing/2017/08/01/intel-corporation-avoids-giving-useful-10-nano-yie.aspx In response to a question from an analyst, Intel CEO Brian Krzanich said that the company is now providing engineering samples of its first 10nm... — read more
Intel Corp. Now Has an Apple Inc. Problem
https://www.fool.com/investing/2017/09/21/intel-corp-now-has-an-apple-inc-problem.aspx
NVIDIA Corp. (NASDAQ:NVDA): Could Become Bigger Than Intel
https://finance.yahoo.com/news/nvidia-corp-nasdaq-nvda-could-104344530.html
Is anyone else worried about AMD using TSMC 7nm?
They are going to put Intel in a world of hurt with higher performing x86 chips. Not to mention much better GPUs.
What's the point?
What is the point of putting out something that is twice as expensive and only gives 37 percent bump in speed over the competitor? How many people do we think are willing to shell out the money, instead of wait with what they have already for a... — read more
Furlow option
I have 'earned' 4 weeks vacation based on time of service. I can't really take it because things are so lean that you can't recover from time off - or are pressured into thinking that it will reflect bad on you. Salary is the number one cost driver -... — read more
Apple Watch fail
www.theverge.com/platform/amp/2017/9/20/16337874/apple-watch-lte-connectivity-problems-software-update
Want to hear a 🤡 talking about AI?
Warning: This could be painful for viewers. https://finance.yahoo.com/video/intel-ceo-why-wearables-arent-225142318.html https://finance.yahoo.com/video/artificial-intelligence-infancy-intel-ceo-204400178.html
AMD and Tesla: ‘Double Slap’ at Intel, Says Rosenblatt
Jim Keller is heading the effort. This will be a huge success for AMD and inconceivable defeat for Intel. http://www.barrons.com/articles/amd-and-tesla-double-slap-at-intel-says-rosenblatt-1505944981
We now know why the 🤡 went on desperate, panicked damage control mode yesterday re. self-driving cars
https://www.thestreet.com/story/14314099/1/tesla-close-to-unveiling-autonomous-driving-chips-with-amd.html