Intel pushed to explore options by activist investor Dan Loeb
Citiraj:
Activist investor Dan Loeb has built a position in Intel Corp. and is urging the company to explore strategic alternatives, including a possible breakup of the chipmaker and the sale of assets. Loeb’s fund, Third Point LLC, has “built a significant stake” in Intel and plans to push for changes, including potentially nominating directors, he said Tuesday in a letter to Intel Chairman Omar Ishrak. Loeb said the company has dramatically underperformed its peers in the past five years, including losing more than $60 billion in market value this year alone.
Citiraj:
|
“We cannot fathom how the boards who presided over Intel’s decline could have permitted management to fritter away the company’s leading market position while simultaneously rewarding them handsomely with extravagant compensation package.”
|
Loeb urged Intel to hire an investment bank to evaluate strategic alternatives, including whether it should remain an integrated device manufacturer and to explore the divestment of “certain failed acquisitions.” He said there were other issues he would like to discuss privately, and planned to file with regulators to allow for Third Point to continue to buy shares in the company and engage more actively with it. Loeb argued in the letter that Intel has fallen behind the technological advances of its competitors, and is at further risk now that many of its customers, including Apple Inc., Microsoft Corp. and Amazon.com Inc., are developing their own in-house chips. He said Intel must figure out a way to serve its competitors as customers, like Netflix Inc. has by using Amazon’s AWS for cloud services, for example.
|
Izvor: Bloomberg
Citiraj:
Autor Manuel Calavera
Ja ne vjerujem u Alder Lake 2021 god. ni 5% ...
|
IMHO ide to 2021. godine svakak, pogotovo, ako im AMD odigra Zen 3
+ kartu, pa složi ono kaj smo već prije pričali - hibridni DDR4/DDR5 IMC i tranzicijsku platformu dok ne puste 5nm Zen 4.
Primjera radi, početkom 2017. smo imali
7700K i devet mjeseci kasnije Intel izbacuje
8700K kao odgovor na prvi Ryzen.
U manje od godinu dana, dvije nove high-end platforme, tak da su šanse za Alder Lake uz Rocket Lake u 2021. itekak moguće.
