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Category Archives: Management

Intel Sales – Choose Your Adventure

November 3, 2023by D2D Advisory Leave a comment

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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Analyst Decoder Ring, Management, Strategy
black calculator near ballpoint pen on white printed paper

The Dullest Parts Matter the Most

March 17, 2023by D2D Advisory 2 Comments

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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Analyst Decoder Ring, Components, Management

Stick a Fork in Them

February 7, 2023by D2D Advisory 1 Comment

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.

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Analyst Decoder Ring, Management, Silicon, Stocks

Feasting to Death

February 17, 2022by D2D Advisory Leave a comment

Start-ups die from over-eating, not famine. It is amazing how quickly someone can spend $25 million.

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Management

What is going on at Intel?

February 8, 2022by D2D Advisory 3 Comments

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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Analyst Decoder Ring, Management, Silicon

What Makes a Good CEO?

February 4, 2022by D2D Advisory Leave a comment

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.

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Management, Strategy

Intel 2.0’s customer dilemma

March 26, 2021by D2D Advisory 24 Comments

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.

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Analyst Decoder Ring, Autonomous Vehicles, China, Components, Google, Management, Qualcomm, Silicon, Stocks, Strategy

How does Amazon do it?

January 18, 2021by D2D Advisory 5 Comments

How does Amazon do it? – Amazon seems to have created a new model for building conglomerates

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Analyst Decoder Ring, Business Model, Management, Strategy

Like a Boss

October 19, 2020by D2D Advisory Leave a comment

Like a Boss – Do big company executives make for good start-up CEOs? It depends….

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Management, The Valley

Financial models – This is the Way

October 1, 2020by D2D Advisory Leave a comment

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.

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Analyst Decoder Ring, Business Model, Management, Strategy, The Valley, Uncertainty

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