We have very little understanding of the bloat that Intel might be carrying, or the projects they have underway that were not making progress or perhaps not the innovation expected.
Financial reports are going to be exactly that, focused on the numbers and appearing to investors to be maximising their value. You want to carry a perception that you are focusing on the positives and the innovations being carries forward, as opposed to mulling over what "might be wrong". All companies go through ups and downs, but you do not want your financial report to have a theme of these are the things that are wrong.
well all of their fab operations can be called bloat because they aren't doing progress but this is still arguably the most valuable portion of the company.
they should have spun-off their fab years ago as AMD did. fabs business model isn't shareholder value compatible.
>You want to carry a perception that you are focusing on the positives and the innovations being carries forward, as opposed to mulling over what "might be wrong".
so, empty platitudes that turn into none or negative change. Gotta love the modern day business.
Stipulating in your financial report where your R&D is focusing and what those outcomes are hopefully going to be are not empty platitudes that turn into none or negative change.
I doubt that Nvidia putting in their financial reports last year they were focusing their R&D on AI hardware turned into none or negative change
Lots of hope in your comment. Not much hope in my mind. It's just been too shitty a year for me to trust these reports. The worst parts are that the shareholders barely care if they lie. They want to be lied to. They aren't investing because of product confidence after all.
Pessimism aside: they did this exact song and dance some 7 years ago. So I'm not entirely operating off bad vibes but on history and current trends. Like I said, they already basicslly lost the AI race. If they want to compete for scraps, power to them. I just hope employees jump ship before the next layoff wave.
Financial reports are going to be exactly that, focused on the numbers and appearing to investors to be maximising their value. You want to carry a perception that you are focusing on the positives and the innovations being carries forward, as opposed to mulling over what "might be wrong". All companies go through ups and downs, but you do not want your financial report to have a theme of these are the things that are wrong.