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I'm not an Intel shareholder (outside of ETFs maybe) but I would be far more interested in their stock if they cut their dividend entirely and invested 100% of
by osigurdson 4y ago
I'm not an Intel shareholder (outside of ETFs maybe) but I would be far more interested in their stock if they cut their dividend entirely and invested 100% of earnings back into the business. Hire the best talent, become the kind of place where the best talent wants to be. Stop being a stodgy, old, risk averse has-been. I would really like to see Intel make a comeback but this dividend preservation move suggests they no longer believe in their own company.
- baq 4y agoIt needs to die inside first. There’s been hope with Pat but the results are here and it’s just more of the same. The purge is needed and looks like it’s finally coming, at least 5 years too late, but look at where AMD has been before. It’s a high risk high reward mun or bust play.
- khyryk 4y agoXe-HPC wasn't a risk-averse design, nor was Arc, nor was Alder Lake, nor was Sapphire Rapids. The only problem is that Xe-HPC is nowhere to be found, Arc was delivered 2 years late and buggy, and Sapphire Rapids was at least 1 year late; only Alder Lake delivered on time and without major problems. Thus, the problems came from poor execution. Look at Intel's projected node schedule, it's very aggressive. Show me the risk aversion there. The problem is that it's difficult to achieve that schedule without problems, and taking into account Intel's history, the market doesn't believe they can do it.