Category: Management
Posted Date:
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Intel Sales – Choose Your Adventure
How will Intel’s sales team adjust to the company’s new accounting scheme? A lot rides on this seemingly small change in accounting.
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The Dullest Parts Matter the Most
Semi companies are going to need to adjust their cost structures to compete in a semi-custom world. This sounds boring but it can become a real source of competitive differentation.
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Stick a Fork in Them
Intel is in a very bad place. It needs to admit that, especially internally. We are not forecasting Doomsday, but we do think it is time to recognize that Intel will never…
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Feasting to Death
Start-ups die from over-eating, not famine. It is amazing how quickly someone can spend $25 million.
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What is going on at Intel?
Intel has embarked on a major overhaul. So far, they are saying the right things, but it will be some time before we see clear signals that they can turn things around.
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What Makes a Good CEO?
Early stage start-up CEOs are honed through hundreds of rejections and constant backseat driving, but when they get real funding they need to shed that skin and learn to accept the advice…
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Analyst Decoder Ring, Autonomous Vehicles, China, Components, Google, Management, Qualcomm, Silicon, Stocks, StrategyIntel 2.0’s customer dilemma
Intel 2.0’s Customer Dilemma – If Intel can sort out its manufacturing process, if it can find the funds it needs, if it can build up a true customer service capability, and…
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How does Amazon do it?
How does Amazon do it? – Amazon seems to have created a new model for building conglomerates
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Financial models – This is the Way
Financial models – This is the Way. Build simple, cash models. Models do not give answers, they show constraints and trade-offs, and are a tool for making informed decisions. We have a…
