Intel, like Boeing cannot fail. If you believe they can, you better start searching for a bunker.
Advanced chip manufacturing is so incredibly hard. The finance bozos are clueless, again.
Advanced chip manufacturing is so incredibly hard. The finance bozos are clueless, again.
It is not in the national interest to make sure that the Intel common stock remains valued above 0. Plenty of companies that are of national interest were saved directly from bankruptcy, by nationalizing them in a way that wipes out the common stock.
Depending on how this was done and for what quid pro quo, this could wind up being a liability for Intel. (It also trashes its image abroad.)
Good gosh. Goldman probably has 50-100 people, inc. maybe 20 Engineers just on that alone, full time.
And yes, Intel can fail 100%. They can absolutely go into receivership and/or be broken up and bought for pennies by other entities.
It would be a strategic dismantling, obviously the government won't allow certain things to happen, but they could 100% allow investors to be wiped out.
Boeing is a bit different as there are no substitutes, but it could go into receivership. Some parts of Boeing will 'always exist' but the corporate entity can fail.
>> Advanced chip manufacturing is so incredibly hard. The finance bozos are clueless, again.
> The lack of self awareness of HN posters thinking that these 'dumb finance people' can't understand how 'chips are made'.
Finance people are even dumber. However that can just mean "they will happily welcome next 2k or 2008 crash". Dumb or evil - do not realy matter for most of computer/phone users...
> Goldman probably has 50-100 people, inc. maybe 20 Engineers just on that alone, full time.
So what ? Goldman people are Goldman peoples and not some active government or good fairies - not their responsibility to save US, without a hefty profit that is.
And "finance peoples" are responsible for a lot of things... Example: it was I WW or II WW they caused ? SO plain DUMB ! Lehman bros was financial peoples too...
> And yes, Intel can fail 100%. They can absolutely go into receivership and/or be broken up and bought for pennies by other entities.
Possible by law. But it would mean that US (or US owning peoples) wants to dismantle their schame - IBM at the bottom, wintel in the middle and Apple for dumb peoples with creative skills.
Also Intel trying to do something with photonics what looks like future. But it's possible that that know-how will be extracted from company, some new entity will be created and shareholders will be left with Intel corpse.
So yes, Intel is like Boening and can't fail for some time. And no reason for Intel falling yet, they have better stuff that AMD which always mess something.
So dumb HN peoples are quite good at seeing reality, just not so machiavellic like financial peoples that plain choose to do dumb and evil things. Modulo CEOs beliving in llms...
This is where 'herd' controls the price, and nobody can predict anything.
Smaller company, smaller float - it can be manipulated by enough retail investors.
Source: I know several of them.
He wasn’t stupid. He also wasn’t a technologist.
A Dept Head of Research for silicon/fabs etc - absolutely may not be an Engineer, and their ability to do MCSE is maybe distressing but not really that important. And they can manage Analysts who are actually Engineers - that is fine. At least nominally.
Failure here is getting restructured and people losing money in the stock market, which I guess is so detached from the actual companies and reality that it might as well be a polymarket bet (I mean overall stock market and not intel specifically).
If you read Chokepoints by Fishman, it's for example clear that US had to do something with Iran soon, because all of the economical sanctional options were squeezed to the max, there was no offramp for that country.
That is just not true. No, US did not had to start a war with Iran. There was zero reason for that, rationally. It was against all the recommendations. And especially, it did not had to waste its assets in such ridiculous way while gaining nothing. Fishman may agree with Trump or support Netanyahu or whatever, but US did not had to do it.
It also did not had to threaten Greenland. It did not had to ally itself with Putin. It did not had to try to destroy NATO. It did not had to start trade wars. It did not had to mock and insult foreign leaders. It did not had to support Orban or Bolsnaro. It did not had to murder fishermen on boats.
Going back in history, US did not had to tear down nuclear agreement with Iran either. Democratic president made it, Republican destroyed it. Claiming that Democrats would do the same choice is absurd.
Been looking for one the last 20 years.
>The finance bozos are clueless, again.
You're much too generous. They are so far beyond merely clueless... these are the bumblefucks that will tip off the end of the world.