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Qualcomm Approached Intel About a Takeover in Recent Days

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Re: Qualcomm Approached Intel About a Takeover in Recent Days

#21
post #18

Intel is 1/3 of AMD by market cap but 6x the employee, that's 18x difference. If QCOM takes over INTC, they might need let a LOT go to revamp it, like 80% of them.

Letting 80% go seems to have worked for X.

If by worked you mean "the site isn't dead", yes. If you mean more "profitable", I don't think that's true, is it?

Re: Qualcomm Approached Intel About a Takeover in Recent Days

#22
post #18

Intel is 1/3 of AMD by market cap but 6x the employee, that's 18x difference. If QCOM takes over INTC, they might need let a LOT go to revamp it, like 80% of them.

Letting 80% go seems to have worked for X.

Let go of 80% of workers and 84% of revenue. Brilliant.

Re: Qualcomm Approached Intel About a Takeover in Recent Days

#23

Intel is 1/3 of AMD by market cap but 6x the employee, that's 18x difference. If QCOM takes over INTC, they might need let a LOT go to revamp it, like 80% of them.

Intel has this many ppl because they are like AMD+TSMC

76k+26k=102k

Re: Qualcomm Approached Intel About a Takeover in Recent Days

#24

Intel has been atrociously managed. If you invested $1 in Intel in 1998, your investment would still be worth $1. Less than that if you adjust for inflation.

You can't just look at the stock price. INTC has split and had dividends since 1998. If you bought $10,000 of INTC in Sept 19th, 1998 and held it to today the stock would be worth $17,000 and you would've collected almost $12,000 in dividends.

Is there any site that shows historical stock graphs with an option to include dividend reinvestment and adjust for inflation? Practically every online conversation about stock returns makes these mistakes.

Re: Qualcomm Approached Intel About a Takeover in Recent Days

#25
post #18

Earlier quoted context omitted.

Letting 80% go seems to have worked for X.

If by worked you mean "the site isn't dead", yes. If you mean more "profitable", I don't think that's true, is it?

Setting aside the political reasons for less advertising revenue, it's still running and there are 200M DAU. Many ex-employees swore the servers would catch fire by now.

Re: Qualcomm Approached Intel About a Takeover in Recent Days

#26

Intel has been atrociously managed. If you invested $1 in Intel in 1998, your investment would still be worth $1. Less than that if you adjust for inflation.

You would have been paid $17.7074 in dividends, according to https://seekingalpha.com/symbol/INTC/dividends/history.

If you bought one shared near the end of 1998, you would have paid around $30. That share would be worth around $22 now. So, you would have gained around $9 not accounting for reinvestment of dividends.

Not a good return on investment, in comparison, but you picked 1998 in the middle of the dot com boom. If you picked the end of 1995, you'd have paid $7 and have around $40 today, which isn't too much worse of a return than the S&P 500.

This isn't to say Intel hasn't been poorly managed, by the way.

Re: Qualcomm Approached Intel About a Takeover in Recent Days

#27
post #22
post #18

Earlier quoted context omitted.

Letting 80% go seems to have worked for X.

Let go of 80% of workers and 84% of revenue. Brilliant.

Aren't the two disconnected? The revenue lost is a result of advertisers not wanting to be connected to Musk's politics. Downsizing isn't what caused that.

Re: Qualcomm Approached Intel About a Takeover in Recent Days

#28

Intel is 1/3 of AMD by market cap but 6x the employee, that's 18x difference. If QCOM takes over INTC, they might need let a LOT go to revamp it, like 80% of them.

AMD is arguably understaffed though. They're executing well with design, but system integration, software, and support are all still lacking.

ex. https://finance.yahoo.com/news/amd-laptop-oems-decry-poor-16...

Re: Qualcomm Approached Intel About a Takeover in Recent Days

#29
post #22

Earlier quoted context omitted.

Let go of 80% of workers and 84% of revenue. Brilliant.

Aren't the two disconnected? The revenue lost is a result of advertisers not wanting to be connected to Musk's politics. Downsizing isn't what caused that.

You can't tell easily without informations from inside.
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