Intel - Corporate Downsizing

Kaos said:
Worth a cheeky investment now?
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I'd say so.

They won't be going anywhere and will come back to the fore, though it does depend if they fix the glaring issues...including the complete lack of PR. As good as AMD appear to be right now (I'm a big fan of the x3D processors, even though they seem to be falling in the same old trap of not pushing on), they still have their own failings and haven't completely taken advantage. I can see Nvidia being more involved too.


Raoul said:
Probably not the best choice of thread titles
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Yeah, it's not great.
 
I worked for the company for 14 years, built 7 generations of processors and lived about a mile from this campus. Earlier this year Intel also sold its Austin campus.
Inevitably of Intel’s fall was visible from 2014-2015, After Otellini’s retirement, they have found no good leaders, both at the board level and VP level. Mid-managers became so busy in building their own empires which contributed to toxic work culture and lack of focus on innovation. AMD has about 25k force and Intel has roughly 55k (non fab).
 
Raoul said:
Only if you think it’s going to return to its former glory
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I thought they might but they’ve missed both the major trends of the last 20 years, low power CPUs for phones, and now high performance GPUs for AI.
 
nickm said:
I thought they might but they’ve missed both the major trends of the last 20 years, low power CPUs for phones, and now high performance GPUs for AI.
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They can't even manage making competitive consumer-grade GPUs, I struggle to believe they could have rivalled Nvidia even if they had tried.
 
They got lazy. AMD was a joke up until recent years the competition was non existent.

Fair play to AMD and their Ryzen processors I switched over about 4 years ago and won’t be going back anytime soon
 
Kaos said:
Worth a cheeky investment now?
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It has been a very poorly run company for almost a decade. And while the new CEO was supposed to improve things, in his 4 year spell, it has been a disaster.

Their stock might look relatively cheap compared to AMD, Qualcomm and Nvidia, but that is mostly because it has been a bad company who has been losing market share from every competitor.

I almost invested in them a couple of years back cause their profits were higher than Nvidia, AMD and Qualcomm together while their market cap was smaller than Nvidia's and just comparable to AMD and Qualcomm. Luckily though, I avoided it, and now their stock is 1/30th of Nvidia's, and half of that of AMD/Qualcomm. And when it comes to profits, they do not have profits any more, in fact, they reported 16.64 billions (not a typo) in losses last quarter. They are losing money, they are losing market share, and they are a bad company.

But their stock will be very cheap if the company starts improving.
 
TwoSheds said:
My old AMD Ryzen processor is god awful. I hope they have improved the stability massively in the last 6 years.
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I moved from Intel to the first generation of Ryzen 7 1700 7 years ago. (I was with intel since Core 2 Duo launched E6600) I had it overclocked and had no stability issues and I would be a heavy user. RAM was the only issue I had was ram speed until bios updates fixed it, i had 32gb 3400mhz (4 sticks) and I couldn't get 3400mhz for over a year. I have used this paired with a 1080ti GPU and only upgraded this year (July/August). I'm not saying there was never a crash, but nothing more than I would expect from any computer over a 7 year period. Certainly wasn't something that happened regularly.

I upgraded to the 7800 X3D and it hasn't missed a beat.

Maybe you had a dodgy processor. But AMD CPU failures are much less than Intel failures. There was once an issue with AMD drivers, mostly on the GPU side of things, but that hasn't been the case for a number of years now either. Microsoft also recently put a fix in their own coding that robbed AMD processors performance as well stretching back to the 5000 series.
 
dpansheth said:
Pat is out.
https://www.businesswire.com/news/home/20241202016400/en/
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Needed to happen, people thought he would be the saviour, but he seem to always take the wrong turn when making any decisions on the course of the company.

I'm not a fanboy of any company, I buy what I think is the best performance and if it's similar I go for best value. So I really hope Intel swing this around and put out a top CPU in a couple of generations (I don't think it's possible to change it around from 1 generation to the next, unless your working on something for a clatter of years while releasing stop gaps in the meantime)

I have only upgraded and I'm not one for wanting hte best of the best every generation, I leave it for 5-7 years. So I really hope Intel are well in the game when I go to upgrade next.
 
Steve Bruce said:
I moved from Intel to the first generation of Ryzen 7 1700 7 years ago. (I was with intel since Core 2 Duo launched E6600) I had it overclocked and had no stability issues and I would be a heavy user. RAM was the only issue I had was ram speed until bios updates fixed it, i had 32gb 3400mhz (4 sticks) and I couldn't get 3400mhz for over a year. I have used this paired with a 1080ti GPU and only upgraded this year (July/August). I'm not saying there was never a crash, but nothing more than I would expect from any computer over a 7 year period. Certainly wasn't something that happened regularly.

I upgraded to the 7800 X3D and it hasn't missed a beat.

Maybe you had a dodgy processor. But AMD CPU failures are much less than Intel failures. There was once an issue with AMD drivers, mostly on the GPU side of things, but that hasn't been the case for a number of years now either. Microsoft also recently put a fix in their own coding that robbed AMD processors performance as well stretching back to the 5000 series.
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S/W and ecosystem are being aligned, improving every year with AMD processors. in terms of HW, AMD is much superior and has been from last 4 years.
 
Steven Seagull said:
Nice bottom drawer investment if you’re a china-taiwan doomsdayer
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My friend works in the fabrication side at intel in the USA. If Trump puts tariff on China imports wouldn't that make intel CPUs and GPUs cheaper than the competition (NVIDIA and AMD). That surely can push their stock price up.
 
Dr. StrangeHate said:
My friend works in the fabrication side at intel in the USA. If Trump puts tariff on China imports wouldn't that make intel CPUs and GPUs cheaper than the competition (NVIDIA and AMD). That surely can push their stock price up.
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Tariff (a big if that happens) are on China, TSMC is in Taiwan.
 
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