While no one knows the exact situation, it is becoming very clear that Intel's strategy is broken. Either that, or they can't make cost effective parts to compete in this market.
It's becoming sickening to hear the temporally challenged sidelining twits on this forum pontificate as if they could have done better.
I walked everyone here through a detailed timeline of events that occurred starting with the launch of iPhone and iPad, and Intel under PO's leadership has done everything correct.
It seems all the technical experts here suddenly contracted amnesia at the fact that it takes 3+ years to develop a new product in the semiconductor industry, and you think Intel should have been winning already.
The only broken strategy is why you bears continue to hold any shares at all. Just sell them and be done with it if you don't believe in the management. As far as I can see, PO has been CEO for enough years that he deserves a retirement. And it would be a retirement from a rather thankless job of having the world focus on why Intel hasn't done even better, when the company has frickin doubled in size, competitiveness, and profitability since PO took the helm. The criticism is beyond ridiculous.
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