Intel

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#61
hi specuvestor,

Andy Grove's parents sent him away to US, allowing him to escape the Holocaust. Isn't our DNA made up of our past experiences? I don't think we can expect many people to have such formative years. But we can't rule out the coming generation of refugees that US take in on a regular basis.

I do agree that having a previous underdog and competitor offering to take you over (whether cheap or not, is another question) is really the ultimate insult.
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#62
To be specific Intel was not paranoid enough about handheld devices and GPU that it was half hearted in Xscale (using ARM) and Atom chip, as well as moving to just good enough integrated graphics for windows

On the other hand Netflix history has been textbook paranoid.

(27-09-2024, 05:27 PM)specuvestor Wrote: It's ironic that Intel's Grove was the one that coined: Only the paranoid survive

Now even once underdog ARM wanted to buy a part of Intel on the cheap
https://finance.yahoo.com/news/intel-rej...42495.html
Before you speak, listen. Before you write, think. Before you spend, earn. Before you invest, investigate. Before you criticize, wait. Before you pray, forgive. Before you quit, try. Before you retire, save. Before you die, give. –William A. Ward

Think Asset-Business-Structure (ABS)
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#63
張忠謀口中的"這傢伙" 英特爾CEO基辛格 回鍋3年 提早被退休 TVBS文茜的世界財經周報 20241208
https://m.youtube.com/watch?v=3jz-qSvj_z...ACAQ%3D%3D
You can find more of my postings in http://investideas.net/forum/
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