Intel Corp (INTC)

[morrowinder]

boring: you aren't paying attention...

I don't think BK is a very good CEO. The previous worst Intel CEO was probably Craig Barrett. I think they have made some terrible acquisitions: basis, McAfee and a dozen others have been failures. I am not happy about how they are executing on Altera but that may yet bear fruit. And I do think they got fat and happy with processor roll outs. That being said, they still have the best cpu architecture. Intel has the best server cpus.
Intel has the best consumer cpus. And they still have the best process technology. The problem with process technology is that if you do each node right, it gets harder each time. 14nm was a challenge. 10nm is a bigger challenge and 7nm will be harder still. Oh and that 10nm process TSMC claims is 10nm, is marketing bullshit. And so are many of AMDs benchmarketing claims.