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Re:New variety in the chip market, and trouble for Intel (2017) by Retric on Sunday May 20, 2018 @04:30PM (#17114597)
I don't see how that's generating 10+ billion per year in profits. Their P/E is 12 and they are worth ~130 billion. It would be one thing if they where nominally profitable, but that's a lot of money.
Re:New variety in the chip market, and trouble for Intel (2017) by slededit on Monday May 21, 2018 @03:15PM (#17120955)
If you stop R&D and coast you can have outside profits for a while until your share erodes completely.
Re:New variety in the chip market, and trouble for Intel (2017) by Retric on Monday May 21, 2018 @03:52PM (#17121270)
I don't think IBM has positive ROI for their R&D costs. They are mostly just a consulting shop so cutting R&D is probably a long term net gain.