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.
Category Archives: Management
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 be the force it once was, and probably has not been for a long time.
Feasting to Death
Start-ups die from over-eating, not famine. It is amazing how quickly someone can spend $25 million.
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.
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 of others and to learn to cede control to their executives.
Intel 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 if can do all this in under three years, then IFS may be viable.
How does Amazon do it?
How does Amazon do it? – Amazon seems to have created a new model for building conglomerates
Like a Boss
Like a Boss – Do big company executives make for good start-up CEOs? It depends….
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 few suggestions on the right way to build them.
Trouble at Intel
Trouble at Intel – Intel’s delay of 7nm chips is a near-term financial problem, a boon to its data center competitor, a geopolitical problem and not least a major identity crisis for the company.