Technology CEOs who truly value innovation are scarce. It is far easier to give investors near-term profits than to reinvest a significant portion of profits in R&D activities that may not drive long-term ROIC (Yes, risk is involved which requires courage and conviction). The chip business is no exception. New Intel (tkr: INTC), CEO Pat … Continue reading Intel CEO Investing To Drive Innovation
Intel (tkr: INTC), lacked a CEO with Technology chops as we recently wrote. Pat Gelsinger has the Technology chops to serve Intel well including his previous stint as Intel CTO before becoming a senior executive at EMC and ultimately CEO of VMWare (VMW). Listen to the most recent episode of the TEK2day Podcast (Click HERE) … Continue reading Pat Gelsinger Will Make A Fine CEO at Intel. This Move Foreshadows A Trend.
There is a difference between truly Autonomous Vehicles - those qualified to operate without a driver - and ancillary technologies such as driver assist. Below we provide detail about where various Auto OEMs are in their Autonomous evolution as measured by Autonomous Vehicle permits held in the state of California. (For those who receive our … Continue reading Autonomous Vehicle Permits in CA
Yesterday Qualcomm (tkr: QCOM) announced that Cristiano Amon - an engineer - would become the company's next CEO in June. Current QCOM CEO Steven Mollenkopf is also an engineer. This contrasts sharply with Intel (tkr: INTC), CEO Bob Swan - a career CFO. If you regularly read these pages and listen to our TEK2day Podcast … Continue reading Technology CEOs Who Lack Technology Chops
For our inaugural CEO Hall of Fame class we selected CEO Hall of Fame members largely based upon their contribution toward building their respective companies as well as creating long-term shareholder value. Our selection process included a variety of quantitative and qualitative elements including financial operating performance, total stock returns, longevity, innovation, corporate governance and … Continue reading The CEORater CEO Hall of Fame Class of 2020
For those whom don't know, the photo is of late/great Intel early employee (technically not a co-founder) and former CEO Andy Grove. What is the most important factor in identifying companies that will be successful over time? Answer: the senior leadership team. Quality leaders should be offended when they are referred to as “managers”. … Continue reading Senior Leadership Teams Influence A Company’s Success (or lackthereof) More Than Any Other Variable