She's making her 10s of $millions regardless. her business plan is now to take on Intel as a "second source" because the industry wants it. Losing proposition.
Paying a little over 3%. Stock performance disappointing - no other way to describe it. Even MSFT jumps 10% on earnings. ARMH seems to have grabbed the momentum back from Intel.
Track record on mobile chip design has been a disaster, the past 5 years or so. Nothing tells me Intel engineers has suddenly figured it out. Too much complacency & "fat" at Intel, imo. heads should be rolling.
ARMH winning the war. Paul O. blew it when he had a chance to buy them for pennies on the dollar. Worst CEO Intel ever had..worse than Barrett.
So much for ARM being a serious competitor to Intel in microservers. AMD leaving the business immediately.
Intel has to buy their way into the IoT market. Too bad they didnt do this deal 3 years ago, but better late than never. Deal will cost Intel at least $15B but it has to be done. There is no growth at Intel. Paul O. should have done the same thing with ARM years ago but blew it.
They have as much chance doing that as the Jets winning the Super Bowl next year. Go Pats - City of Champions.
A few days ago. An absolute steal: 3.2% dividend & 10% bounce from oversold levels. Smartwatch news today is huge. Intel needs to shift to IoT products.
He's had a while to change the vision, culture, & execution and I dont sense anything is different. Same old same old. If anything, Intel is even further behind in mobile. He also seems to favor employees/management over shareholders. Heads should be rolling with such poor execution in mobile. thats what we get when the Board puts a manufacturing old-timer in charge.
Company is about 20-30% overweight with respect to growth rates.
The only holders at this point are dividend seekers. There is no growth unless CFO starts massive layoffs, which are needed. With huge CapEx, dividend cut is a worry.
Bottom line is this company has been a 1-trick pony the past 2 years & PC refresh cycle is now over. Now, the reality of failing in mobile sets in. Losing Billions in mobile every year just doesnt make sense. CFO needs to do his job & lower the cost structure of the company. CEO needs to create some partnering/foundry opportunities. The reality is that ARM has won in mobile/IoT devices & Intel doesnt want to adjust to this new reality.
This company was a 1-trick pony with the PC upgrade for the past 2 years. You cant lose Billions($) in mobile every quarter & try to get away with it. This company needs to lower its cost structure immediately.
The CFO needs to get off his #$%$ & lower the cost structure of the company. 25-30k jobs should be cut immediately & get rid of the stock option for compensations schemes. Benefits only management & hurts shareholders.
PC sales slowed to a crawl the past several weeks, according to latest market research.
Nothing has changed with the new CEO. No layoffs announced & the company remains "fat".. More & more losses in mobile. INTC is riding the coattails of business laptop upgrade but that cant last forever. The BMO report today was very worrisome.