Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mattyice who wrote (38887)	8/20/2010 12:12:14 AM
From: Spekulatius	1 Recommendation Read Replies (3) of 78652

re INTC - >>What was Intel thinking? do tech companies just get bored?<< They don't get bored - they come up with "strategic visions" or something like that. Here is how it could work: management goes to a summer retreat to discuss cooperate strategy. They come up with "3 Themes" which they give a fancy name. I took this out of the press release about the acquisition: Inside Intel, the company has elevated the priority of security to be on par with its strategic focus areas in energy-efficient performance and Internet connectivity. To top it off, top management set's an incentive goal to achieve a certain % of revenues to business lines related to the business line "Internet connectivity" and "security" that they decided are important. let's say get 10% in 5 years. Tall order without acquisitions if you have no clue about security at all. So let's buy something.... Well I really have no upper management experience. Call me clueless. So the above could never ever happen in a rationally managed top-notch shareholder friendly high tech company.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next