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508

(Yeah, the title is screwed up. I blame lack of coffee.)

Yahoo had a chance to buy Google and their new pagerank algorithm in 1998 for $1M - pagerank was something completely new and turned the still nascent search engine business upside down. They were made another, more expensive offer in 2002, turning it down as well. Fast forward a few years, and Yahoo! is a fading star, with Google having pushed pretty much everyone else out of the business. At one time, before they started manipulating everything ad infinitum, pagerank was a good way to present results.

Now? Who is Yahoo? Oh, yeah, they're that place that has the finance page. I think they do mail as well. They're literally just another name, collected with other faded stars, under a common banner by Apollo Capital and Verizon. A lot of Yahoo's failed acquisitions have been sold off for pennies in an attempt to recoup cash.

How does that relate to Intel? Intel is also a fading star. They had a chance to buy a good share of OpenAI and turned it down. Fast forward a few years, OpenAI is doing pretty good and it's the hot buzzword right now - much like Google was when they offered themselves to Yahoo. Intel has shot a lot of toes off. TSMC is a successful foundry that isn't owned by a chip maker, so they cater to everyone, something Intel can't do. The WinTel Empire took it's first hit when Intel didn't want to work with Apple, now ARM-cores are strong enough to provide fully functional environments for Windows. Intel is late to the game with NPUs in processors. Product quality is slipping, and they really don't have any compelling things left, and only started to expand at the promise of free money from the government. They're cutting off fingers in an attempt to stop the bleeding - cutting people, research, even talking about selling off those expansions from the free money grab, expansions they haven't even promised they're going to use at all.

How much longer does this company have before it becomes a faded star and is acquired under an umbrella of some capital company?

(Yeah, the title is screwed up. I blame lack of coffee.) Yahoo had a chance to buy Google and their new pagerank algorithm in 1998 for $1M - pagerank was something completely new and turned the still nascent search engine business upside down. They were made another, more expensive offer in 2002, turning it down as well. Fast forward a few years, and Yahoo! is a fading star, with Google having pushed pretty much everyone else out of the business. At one time, before they started manipulating everything ad infinitum, pagerank was a good way to present results. Now? Who is Yahoo? Oh, yeah, they're that place that has the finance page. I think they do mail as well. They're literally just another name, collected with other faded stars, under a common banner by Apollo Capital and Verizon. A lot of Yahoo's failed acquisitions have been sold off for pennies in an attempt to recoup cash. How does that relate to Intel? Intel is also a fading star. They had a chance to buy a good share of OpenAI and turned it down. Fast forward a few years, OpenAI is doing pretty good and it's the hot buzzword right now - much like Google was when they offered themselves to Yahoo. Intel has shot a lot of toes off. TSMC is a successful foundry that isn't owned by a chip maker, so they cater to everyone, something Intel can't do. The WinTel Empire took it's first hit when Intel didn't want to work with Apple, now ARM-cores are strong enough to provide fully functional environments for Windows. Intel is late to the game with NPUs in processors. Product quality is slipping, and they really don't have any compelling things left, and only started to expand at the promise of free money from the government. They're cutting off fingers in an attempt to stop the bleeding - cutting people, research, even talking about selling off those expansions from the free money grab, expansions they haven't even promised they're going to use at all. How much longer does this company have before it becomes a faded star and is acquired under an umbrella of some capital company?
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[–] • 1 pt

I think you're correct. A few days ago Intel was talking about spinning off a couple of units into seperate businesses. Plus there's the whole plant they are building.

https://www.10tv.com/article/news/local/intels-future-in-central-ohio/530-e5dd49fd-d9c1-4059-a081-739e37bc3f36

What Ned Hill said about bringing in experience employees AS NEEDED to make chips is the first piece of actual fact the public has heard about this so called "magic employment factory" the media in Ohio keeps selling. At the end of the day there will be more security guards there vs actual Intel employees doing chip stuff. Maybe an office onsite with employees that show up when needed.

[–] • 0 pt (edited )

That's what is driving my interest in watching Intel - that "factory" isn't that far away from me. Intel isn't building this campus, it's being built by a capital company, so there's no real guarantee that Intel will even use it. They even said that to the WSJ in that they would manufacture only if demand requires it.

Out of all the locals I know in the technology industry, and all of the people they know - I have only heard of one person being contacted by Intel about anything. You'd think we'd all be getting slammed with contacts from Intel and their recruiters over this.