Intel: Annus Horribilis
@KevinKelly：
Investment ThesisIn this article I will evaluate Intel’s (NASDAQ:INTC) near-term execution, which has been unsatisfactory. While the initial momentum of the Pat Gelsinger CEO transition started promising, there have just been a few too many letdowns in 2022 that Intel needsto address quickly.More to the point, one of Pat Gelsinger’s mantras was that Intel would do what it said it would do, and then some. Well, I will be evaluating several of the things Intel said it would do, and it turned out that Intel didn’t fulfill those promises. Since Pat Gelsinger has described himself as a very data-driven person, it should hence be fair to conclude based on the 2022 track record that Intel still has not fully earned back investor trust, as obviously these hiccups cannot be ignored.So while Intel m
