Hedge fund Third Point urges Intel to explore deal options

Re:Hedge fund Third Point urges Intel to explore deal options by klelatti on Tuesday December 29, 2020 @05:05PM (#25575615)

"Weather the storm" implies that there is some short / medium term disruption and if they just work a bit harder then they will recover (most of their) their previous competitive position. Trouble is AMD and TSMC aren't going away or stop competing and at the moment there is no evidence that Intel are going to 'fix' their process issues.

Plus,as you know, they have a serious strategic challenge to their business in the rise of firms like Apple and AWS developing their own Arm SoCs.

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Re:Hedge fund Third Point urges Intel to explore deal options by mhh__ on Tuesday December 29, 2020 @05:15PM (#25575724)

Intel will probably never have a run like they did last this last decade, but they can still carve a huge chunk of what will always be a huge market.

Also, one thing worth saying is that if ARM really takes a proper share of the market it will obviously make x86 less popular - this works in both ways because it also clears the way for Intel to try other things of their own (This is highly speculative obviously, but it's impossible).

The canary for Arm is if it's in the hands of developers (and not just M1).

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Re:Hedge fund Third Point urges Intel to explore deal options by klelatti on Tuesday December 29, 2020 @05:23PM (#25575793)

Completely agree on the first point - x86 will be around for a long time - but I do think they need to get it onto a cutting edge process, and that means TSMC and quickly.

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Re:Hedge fund Third Point urges Intel to explore deal options by mhh__ on Tuesday December 29, 2020 @08:09PM (#25577153)

POSSIBLE not impossible, can't edit.

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