Does this justify the widespread Intel bashing? Intel management has shown that it is willing and able to take tough decisions that will face significant opposition. We investigate the situation and the outcomes of the current actions.
They even sold their shares in Arm. Very weird timing. Mobileye is also down.
They are desperate for cash to fund their CapEx. Cashflow is King.
Very quality writeup
Well written.
2027-2029 will determine if Intel's new strategy is financially successful. It has to survive to execute.
https://heraldofthehudson.substack.com/p/intel
They even sold their shares in Arm. Very weird timing. Mobileye is also down.
They are desperate for cash to fund their CapEx. Cashflow is King.
Very quality writeup
Well written.
2027-2029 will determine if Intel's new strategy is financially successful. It has to survive to execute.
https://heraldofthehudson.substack.com/p/intel