Stock price has tripled since last August. Hopefully, Intel is really back. They do need a couple of Fab customers.
I've always felt like Pat was a scapegoat who was chosen to clean up the mess when the whole place was already up in smoke and the smell was only starting to leak out. I liked his strategy, was disappointed to see him booted out.
Let's be fair to Bob, he has the vision, but dont know how to execute it because he lacks the technical knowledge.
He was also the one who finally settled the argument I had for 5 years, if Intel were to made 250M Modem for Apple, where is the additional Capex for capacity expansion on their Fabs. The answer, only to be told by Bob in a 2020 interview was they never really planned for it.
Let's face it. Everything he cut, and products / department he sold were what he wanted to do on day one. He had to force his hand, make the stock price worst and ultimately force the board to allow him to do it.
You could argue he laid all the foundation for today's Intel to thrive.
Yes, I am pointing the fingers at the board. Although words on the street was the board also have their hands tied as they were also beholden to large institutional investors. It is all a Game of Cards.
That’s just a statement of fact. I offered no other analysis.
What exactly has Intel done that’s dramatically different than Pat’s vision that you feel is increasing share price?
Or is it just that they sold their soul to Trump combined with Pat’s choices finally bearing fruit?