Intel Corp (INTC)

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The best part is finally we have some fire under Intel's ass to release
more competitive SKUs of existing products and stop pushing out intros
of new products.

I agree with this sentiment, but I do think the delays Intel faces are due to execution issues more so than lack of competition.

BK really is not a great CEO, you can tell the management decisions he makes are reactive not proactive.

For example, they are only now moving DCG products to new process nodes, only when it has become clear that the foundries are moving quickly and the various competitors are going to try to take advantage of new nodes as quickly as possible.

A better CEO would have made this shift the very day that ARM began talking about server ambitions.

Also, notice Kaby Lake and Coffee Lake -- BK did not have the foresight to direct CCG to do new architectures on 14nm back in 2012/2013 when they must have known that both 14nm and 10nm development were off track. So now we get pretty much stop-gap products on 14nm that recycle the same basic architectures but leverage transistor/physical design improvements to get more frequency/better power consumption.

This is better than nothing, that's for sure, but a better CEO would have accepted the reality of poor yields on 14nm/10nm and adjusted accordingly.

I will say though, now that the Intel Architecture Group is now out of BK's hands and in Murthy's hands, I expect execution to improve.