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[return to "Intel CEO Letter to Employees"]
1. johnga+ec[view] [source] 2025-07-24 21:51:28
>>fancy_+(OP)
The strangest part to me about the current trends: why do all these business leaders all do the same things at the same time? E.g. Layoffs + micromanagement + cost focus etc... Is this truly about macroeconomic forces that every business is responding to? Or is it just following the latest fad?

There seems to be significant opportunity to zig as others zag. Imagine the Intel letter saying "we are going to take advantage of the current hiring environment to scoop up talent, and push forward on initiatives."

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2. TylerE+xm[view] [source] 2025-07-24 23:02:40
>>johnga+ec
Because they're trying to make Number Go Up(TM) not run a business. Wall Street ruins everything.
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3. lotsof+7s[view] [source] 2025-07-24 23:42:36
>>TylerE+xm
How did Wall Street prevent Intel from making a low power high performance chip?
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4. TylerE+qy[view] [source] 2025-07-25 00:37:46
>>lotsof+7s
By tying compensation to short rather than long term performance.
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5. lotsof+EC[view] [source] 2025-07-25 01:12:55
>>TylerE+qy
The Board of Directors does that, not “Wall Street”.

Many other companies “Wall Street” trades shares in did not have a problem with setting long term goals for compensation, why did Intel?

Why would Wall St want Intel’s market cap graph to look like this:

https://companiesmarketcap.com/intel/marketcap/

Rather than this:

https://companiesmarketcap.com/tsmc/marketcap/

https://companiesmarketcap.com/nvidia/marketcap/

https://companiesmarketcap.com/apple/marketcap/

https://companiesmarketcap.com/qualcomm/marketcap/

It makes no sense to scapegoat Wall Street, when the SP500 was a rocketship (does Wall Street not get the blame for that, if they are apparently responsible for Intel’s demise?)

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