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How Tier 2 cloud vendors banded together to cope with Spectre and Meltdown

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Re: How Tier 2 cloud vendors banded together to cope with Spectre and Meltdown

#3

The more I know about how Intel has managed the information, the less I trust them. What a disaster. CEO and all the Press and Communication team of Intel should be fired

Why? Intel made billions last year. They will make billions this year. They will make billions next year.

Re: How Tier 2 cloud vendors banded together to cope with Spectre and Meltdown

#4

The more I know about how Intel has managed the information, the less I trust them. What a disaster. CEO and all the Press and Communication team of Intel should be fired

Why? Intel made billions last year. They will make billions this year. They will make billions next year.

> Why?

Because the fallout will cost billions over the next years. Intel as a company due to class-action lawsuits, recalls, rebates, and the shareholders because the drop in stock value after the announcement will cost them quite a chunk of money.

In addition, more long-term, I sincerely hope that the cloud vendors (and maybe even Apple!) recognize that their total dependence on Intel (and NVIDIA in deep learning...) is bad and they need to diversify their base.

Re: How Tier 2 cloud vendors banded together to cope with Spectre and Meltdown

#5

The more I know about how Intel has managed the information, the less I trust them. What a disaster. CEO and all the Press and Communication team of Intel should be fired

The CEO should probably spend some time in the pokey for all the stock he sold between when he knew about this problem, and when it was publicly known. I'm curious how many other Intel employees sold stock in the same period.

Re: How Tier 2 cloud vendors banded together to cope with Spectre and Meltdown

#7

The more I know about how Intel has managed the information, the less I trust them. What a disaster. CEO and all the Press and Communication team of Intel should be fired

The CEO should probably spend some time in the pokey for all the stock he sold between when he knew about this problem, and when it was publicly known. I'm curious how many other Intel employees sold stock in the same period.

This has been debunked already - CEO sold the maximum amount of company stock he could from his yearly award every 4th quarter for the last 4 (5?) years in a row.

Re: How Tier 2 cloud vendors banded together to cope with Spectre and Meltdown

#8
post #7

Earlier quoted context omitted.

The CEO should probably spend some time in the pokey for all the stock he sold between when he knew about this problem, and when it was publicly known. I'm curious how many other Intel employees sold stock in the same period.

This has been debunked already - CEO sold the maximum amount of company stock he could from his yearly award every 4th quarter for the last 4 (5?) years in a row.

This does not protect said CEO from breaking the insider trading laws. Nor does it protect Intel as a company from conveniently "omitting" the elephant in the room in their press releases and financial risk statements.

Re: How Tier 2 cloud vendors banded together to cope with Spectre and Meltdown

#9
post #6

Prgmr.com has been participating on the Slack channel this article mentions. Being able to share notes gleaned from reaching out to vendors and sort through the information and mitigations for Spectre and Meltdown has been a huge help.

What's the advantage of Prgmr?

Re: How Tier 2 cloud vendors banded together to cope with Spectre and Meltdown

#10

The more I know about how Intel has managed the information, the less I trust them. What a disaster. CEO and all the Press and Communication team of Intel should be fired

It's not clear to me what the best approach is here. The wider the circle of those who know, the more likely it is that there will eventually be a leak. Three can keep a secret if two are dead and all that.
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