91–100 of 293 posts
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> Tencent, Alibaba, Baidu No longer an option if you’re american
I think they still have offices here in the US and employ Americans. Alibaba has been scaling back though. Lastly, I don't think there's any law that prevents an American from moving to China to work. https://careers.tencent.com/en-us/cityinfo.html?city=401 http://research.baidu.com/
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I don’t know who is invested in Intel that's betting on anything but a high risk high reward underdog story comeback. Intel already was undercompensating to the point of driving the talent out of their company to begin with. These wage cuts are a sign for investors to flee faster because management lacks coherence. Management seems to be betting on a strategy of promising the world to gain government subsidies while…
How is Intel an underdog next to AMD? I don't know many business machines running AMD.
I don't know what a "business machine" is, but you probably aren't intimately familiar with organizations that have been directly purchasing large amounts of processors or processor containing devices over the last several years. For many such entities, AMD has made way more sense than Intel.
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I wonder if they just became terminally risk averse. The thing that made them big is pretty obvious: high-margin premium priced x86 CPUs, which is a position they were able to hold for decades due both to manufacturing excellence and being able to shepherd the standard. They simply can't do it anymore-- execution has stumbled, and the market for x86 is gradually weakening, especially in spaces outside the cut-throat,…
> I wonder if they just became terminally risk averse. > They could have been using decades of margin to build and consolidate positions in other segments of the market. That seems pretty simplistic. Optane and Larrabee were bold efforts. (Heck, so was Itanium). It's not like they didn't try throwing money and R&D at things. But that isn't always enough. > Rather than, say, taking the ARM licenses they ended up flogg…
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Once upon a time dividend payments were _the reason_ to hold stock in companies. Funny that tax loop holes and the borrowing-against-assets-infinite-money-cheat rendered dividends "silly". Yes this is a shit situation for Intel, but public companies should be paying dividends, IMO.
I have a feeling that increases in foreign investors also discouraged companies from issuing dividends. For example, I pay 0% capital gains tax but have to pay the US government (where I have never stepped foot) 30% on dividends.
I wonder whether this sentiment also contributed to the meme stocks popularity, since outside the US nobody really buys US stock with high dividends and are pushed to speculate on volatile stocks ala "stonks go up"..
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How is Intel an underdog next to AMD? I don't know many business machines running AMD.
> How is Intel an underdog next to AMD? I don't know many business machines running AMD. I don't know what a "business machine" is, but you probably aren't intimately familiar with organizations that have been directly purchasing large amounts of processors or processor containing devices over the last several years. For many such entities, AMD has made way more sense than Intel.
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servers also have chips though
Yep. And Amazon has gone as far as designing their own data center chip because Intel was selling a lackluster product for the price.
It took Intel way too long to get the power consumption on the Atom processors down (not ops/Watt, but total Watts), back when Atom had a chance in the phone market. (A difficult task, which is why I bought ARM Holdings stock shortly after Android came out because I realized (1) nearly everyone was going to soon have a smartphone and (2) whether iPhone or Android won, it was going to be very difficult for Intel to get competitive in the smartphone market fast enough to prevent ossification of the market around ARM. Unfortunately, SoftBank took ARM private and closed out my trade.)
Now, the same dynamic of the low-end x86 processor eating its way up the stack to threaten the high-margin mainframe and RISC servers is playing out with low-end ARM eating its way up the stack and displacing a lot of uses for the high-margin x86 server chips.
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As pithy two edged maxims go, that is dull and chipped on both sides. Recent layoffs have indiscriminately targeted talent and pay cuts deter those that are primarily driven by returns.
Not true from the anecdotes, and admittedly just anecdotes, that I've seen. Top performers get some token, Approved by Legal™, <2% cut to avoid it being classified as a low performer firing, with a larger but still proportional percent coming from middle performers, and the the vast majority of the layoff percent consisting of low performers.
intel has decided to shed their best people so as to keep the stock from falling more today. I guess the longer term future isn't so important anymore.
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> Tencent, Alibaba, Baidu No longer an option if you’re american
I think they still have offices here in the US and employ Americans. Alibaba has been scaling back though. Lastly, I don't think there's any law that prevents an American from moving to China to work. https://careers.tencent.com/en-us/cityinfo.html?city=401 http://research.baidu.com/
IANAL but yes there are now
> Restricts the ability of U.S. persons to support the development, or production, of ICs at certain PRC-located semiconductor fabrication “facilities” without a license;
See: https://www.bis.doc.gov/index.php/documents/about-bis/newsro...
When bailed out banks paid bonuses it was understandably unpopular, but there was a certain logic that retaining talent optimized performance of the remaining bank, and therefore it was ultimately in the interest of taxpayers. It seems surprising that Intel either doesn't think that retaining top talent is in the interest of shareholders, or thinks that investors aren't able to understand the investment. I would assu…