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Yes, this is absolutely 100% what they should have done 10 years ago. I think it’s now years past too late to do it, but I’ve been saying the below for years https://t.co/ZMTBTSNCMI
— Jon Masters ?☠️ (@jonmasters) December 23, 2020
One of the suggestions for Intel is to spin off the fabs into a separate business. https://t.co/zueABHSMQi
— Mark Hachman (@markhachman) December 29, 2020
I think this is analysis built on emotion not reason.
— Maynard Handley (@handleym99) December 23, 2020
Trying for rents is a long-term foolish idea in tech because ultimately not-good-enough will be replaced.
It takes time, but companies should plan on a many year horizon.
1/
Intel should license their cores and match ARM on the business model, then, fab SoC too. That is the only way they can jump into the customization of computing that is happening.
— François Piednoël (@FPiednoel) December 23, 2020
Ben wrote about Intel and the danger of integration in 2018, with this reminder:
— modest proposal (@modestproposal1) December 29, 2020
"what makes disruption so devastating is the fact that, absent a crisis, it is almost impossible to avoid."
https://t.co/zS6vfVGX4c
Intel is in trouble bcs they forgot this, or drank their koolaid that no-one could ever replicate their performance and process.
— Maynard Handley (@handleym99) December 23, 2020
Apple is not in trouble bcs they don't (right now anyway) operate on a monopoly; every year they re-prove that they deserve the costs they charge.
//
Much like Apple, Intel's angle was to find a corner of the market they can build a monopoly (technically duopoly) in, extract as much rent from it as possible, and use that to invest in building the monopoly further. The last thing Intel wants is for x86 to become competitive.
— Veedrac (@TheRealVeedrac) December 23, 2020
Intel/Third Point: not so fab https://t.co/TEBWiW6fom | opinion
— Financial Times (@FT) December 30, 2020
$INTC is worth at least $60 on buyout
— Will Meade (@realwillmeade) December 29, 2020
Intel soars 8% after activist hedge fund Third Point urges chipmaker to explore strategic alternatives - https://t.co/rT8xObrBAP
Dan Leob氏のヘッジファンドThird PointがIntelの取締役会に戦略顧問を雇って上手くいっていない買収事業の売却を検討する進言を行ったそう。Intelはずっと下落気味だが、Third Pointは最近Intel株を10億ドル近く買っている。このニュースを受けてIntelは5%ほど上昇。https://t.co/e4wBxaTOkc
— 今村咲 (@saki_imamura) December 29, 2020
Third Pointの一言でインテルは一時8%近く上昇。
— Big Daddy (@BigggDadyy) December 29, 2020
勝ち残るための新たな戦略を策定せよと提言。インテルの株価は年初から18%下落したままです。https://t.co/bkBKaTS1eS
Good target for change. $INTC https://t.co/KbA8wZ75zo
— Jim Osman (@EdgeCGroup) December 29, 2020
"Without change at Intel, we fear that America's access to leading-edge semiconductor supply will erode, forcing the U.S. to rely more heavily on geopolitically unstable East Asia to power everything from PCs to data centers" geopolitically unstable!! https://t.co/iWXLhEYhxt
— working has become cool again (@xoayquanh) December 29, 2020
Intel shares rise after Third Point urges it to explore strategic alternatives https://t.co/Hlz8yYH7V7
— CNBC (@CNBC) December 29, 2020
インテル $INTC 株価上昇。半導体の東アジア依存から脱却を。
— 米国株ブタ丸??から配信中? (@Butamaru_Butako) December 29, 2020
半導体の製造は、国家安全保障上にも影響を及ぼす。
TSMC、Samsung、AMD等に市場シェアを奪われ、不安定な東アジアに依存している。
Third Point が戦略的な代案を探るように促した後、株価が上昇したとの事。https://t.co/FnA37h5E8j
Intel shares rise after Third Point urges it to explore strategic alternatives as market share deteriorates https://t.co/QEnBztgNTZ
— CNBC Tech (@CNBCtech) December 29, 2020