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Intel Corporation Message Board

  • shmemony shmemony Jan 19, 2013 11:43 AM Flag


    Apparently the current Executives at INTC have not read the Harvard Business Professor's books on why large companies fail. Seems strange since the Professor was once a consultant at INTC. Per the Quarter Transcript these poor Executives are in total denial. Their world has changed before their very eyes, but they are still pursuing their compression strategy of the past 30 years--HELLO--Anybody Home? Gadgets have become throwaways--their economic life lasts as long as the next upgrade. The chip companies that are doing well only have to produce "just good enough" chips that are relatively low cost. The era of purchasing a computer for three or four years is history. Very few are looking for leading edge chips. Inexpensive and "good enough" is the new mantra. In the age of App Pages, the idea you spend huge amounts of R&D and Capex on plants and equipment to run various versions of Windows is really out of touch with reality. The Current and former CEO have spent tens of billions over the past 12 years pursuing a dead end strategy. Hopefully a new CEO will be somebody with a "vision" that includes a understanding of why large companies fail and how to avoid that fate!

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