Intel Corp (INTC)

[alan81]

The software moat for Intel went away a while ago. Now they need to compete on power, performance, price, and brand. In the last couple of years they are not doing so well there, but there are many new products in the pipeline that may (or may not) correct things.

Given the breadth of their technical team, they need to generate specialized high performance products for the high volume market segments. An example of this is the 10nm snow ridge 5G server that has been shipping for about a year now.

I think some people figured out the AMD problem... down 4.5% while the Nas is up 1.5%. It was just a delayed reaction.

I struggle with the CEO question. In the old days Intel had a laser focus, but this resulted in the inability to enter new markets and cost them dearly. It resulted in the failure to enter the cell phone market and the GPU market. In the new Intel they are more successful entering new markets, but their execution is much worse. Now that they have solved the culture problems that inhibited the ability to grow, they need to get back to a CEO that can drive execution.
Just my two cents,
Alan