Intel is in more danger than its profits suggest and should spin off its manufacturing business unless the US can subsidize it, ideally with purchase guarantees
Stratechery Ben Thompson
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Discussion
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@cynicalsecurity
Arrigo Triulzi
on x
@handleym99 @jonmasters Depends on the depths of the PTSD, unlike Apple where it was one issue, MacOS, exacerbated by new processor quest, in Intel's you can see the roots in the 8080, i432, infighting i860 vs. i960, Pentium II panic and, finally, Itanium. That's one long list of…
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@fpiednoel
@fpiednoel
on x
@stvngrdy @jonmasters @getwired @OVanhoja @lkruijsw @MrMilli79 @stratechery The ecomics do not make any sense without keeping the thing together.Those guys need to put their nose into the Intel financial reports before saying such stupid things. On the top of this, splitting inte…
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@cynicalsecurity
Arrigo Triulzi
on x
@jonmasters As I've been saying over and over again Intel suffers from PTSD which has been piling up over several failed processors and causes, in effect, internal panic towards any decision which deviates from x86 which is the only processor which ever made them money.
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@fpiednoel
@fpiednoel
on x
@stvngrdy @jonmasters @getwired @OVanhoja @lkruijsw @MrMilli79 @stratechery @benthompson How is the fabless strategy working for AMD? Even with good product, they are failing to capture market shares, because they are under prioritized compare to apple or nVidia who are ok to let…
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@stvngrdy
Steven
on x
@jonmasters @FPiednoel @getwired @OVanhoja @lkruijsw @MrMilli79 Today's @stratechery article makes a good case for Intel to split up into a chip design company, and a foundry that makes chips for everyone.
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@jordan_mclain
Jordan Mclain
on x
Will the CEO change at $INTC right the ship? https://stratechery.com/...
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@handleym99
Maynard Handley
on x
@cynicalsecurity @jonmasters There are solutions (or there were...) Apple had a similar sort of PTSD towards OS's after the debacles of Copland+Taligent+OpenDoc all failing together. Fixed by bringing in an outside OS team to reorient and provide morale. A SMART Intel would have …
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@jonmasters
@jonmasters
on x
My personal opinion is that this is exactly the future https://twitter.com/...
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@fpiednoel
@fpiednoel
on x
@stvngrdy @jonmasters @getwired @OVanhoja @lkruijsw @MrMilli79 @stratechery That is one of the dumbest analysis of the last year. They do not understand the inner functioning of Chipzilla.
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@billjaneway
Bill Janeway
on x
Typically thoughtful article that begins by admitting error and ends with invocation of the too neglected procurement power of government to pull innovation: Intel Problems https://stratechery.com/...
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@stratechery
@stratechery
on x
Intel Problems Intel is in much more danger than its profits suggest; the problems are a long time in the making, and the solution is to split up the company. https://stratechery.com/...