Viewing profile — pointyfence

It's more than a year. They're sampling this to customers in the second half of 2026. It's a 2027 launch at best. Intel has practically nothing to show for an AI capex boom for the…

TSMC isn't a monopoly. You could go to Samsung like Tesla did. People weren't bringing monopoly worries in 2018 when Intel shut down their first disastrous attempt at being a found…

It will be more than just Apple. Trump got in first. He'll arm twist the others to take token stakes and set up some working relationship. Nvidia doesn't need to take a $5B stake i…

I talked about this in another comment here, but the danger in unhealthy introspection is getting lost in your own mind in an Escher stair fashion where the immediate scope of your…

I journal to create a concrete representation of my thoughts at a point in time. Writing with intent to explain to yourself forces a structured view on assumptions, deductions, ind…

One CEO is gone mainly because he thought that he could home run his way back to prominence with a "Fabs to Nowhere" strategy which has crippled the company's finances. One "Produc…

Charlie was pretty big on Gelsinger. And he is big on Holthaus. Perhaps this says more about Charlie than Intel.

I'm with you. For some reason, the hardware / tech crowd insist that evil finance people or evil MBAs killed Intel. It's such lazy thinking. But if you look at the past CEOs, Intel…

That's what the market has been saying for a while: the cost of the assets were mal-invested in its current context and are not worth what the accounting says they are. Markets obv…

Intel has been backpedaling away from the idea of 18A as an node for external customers for a few quarters now as the external demand for 18A is very low. CFO has said external cus…

Work is an intersection between what the company wants and what I'm willing to do. I can leave the company, try to change it from the inside and accept the consequences, or adapt t…

I tell people that if they get a new boss who is at Director or above, assume that you are re-interviewing for your job for the first 6 months with the new boss.

I think Pat enforced his dismissive optimism on the entire company which made a tough job even tougher. A number of Intel executives, new and old, have taken indirect shots at Pat …

What you're describing is what Nassim Taleb calls "tawkers." People like economists, journalists, pundits, etc. who talk big but don't have any skin in the game for being wrong or …

The market, net, thinks that Intel is going to shrink from a profitability perspective. In 2022, Intel is going to have its first negative free cash flow in at least 15 years. It's…

I feel bad for the wife and kid, but I don't have any sympathy for the person. "I am always recommending people using burner but I was nervous and fomo the "Monkey Kingdom Mint. Ne…

Rocket lake is 14nm

I was thinking more along the lines of selecting a company that plays better with the rest of the industry and has a better operational history if you wanted to bring back more of …

Given Intel's operational track record for the last say 7 years, a manufacturing group that's been tightly coupled to its internal design group for eons focused on a very narrow pr…

We had a much more primitive version of this for our product roadmap. After working with mostly the same dev team for a few years, we felt that in a given year we seem to consisten…

"Rehiring retired people to me signals the new CEO has no trust in people that already are there. And that is usually bad news." That's right. Any time an organization goes with "l…

That's the general route that I took. As an applicant or hiring manager, I view the interview as a meeting between two equal sides looking for a mutually beneficial fit. If there i…