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Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

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Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#81

Post by fxtentacle »

CyberDildonics wrote: post #47
fxtentacle wrote: post #26

Earlier quoted context omitted.

I agree with your market breakdown, but surely not with your assessment. In the consumer segment, you have regular people trying to make vacation videos with software like Adobe Premiere and Adobe Media Encoder, or Magix. Nvenc quality is bad. AMD is horribly slow. The only fast high quality encode is with Intel's dedicated CPU instructions, which both apps heavily promote to their users. And the 30% that you mention…

> AMD is horribly slow. The only fast high quality encode is with Intel's dedicated CPU instructions, You might need a source for that.

Intel Core i7 6700K is double the FPS of AMD Ryzen 5 1600X https://www.magix.info/de/forum/ein-performancetest-zwischen...

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#82

Post by AlphaSite »

satya71 wrote: post #13

The CEO of a semiconductor company needs to have an engineering background, IMO. The tech is too complex and too important to the business to have a CEO who doesn't understand the nuances. Wish Pat all the success at Intel. We need Intel to do better.

Wasn’t he Andy Groves Protege?

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#83

Post by KptMarchewa »

fxtentacle wrote: post #77
parasubvert wrote: post #51

Earlier quoted context omitted.

I think you are vastly underestimating the revolution of what the M1 represents to the PC industry.

I think you are vastly underestimating how hard IT departments will kick you if you request or bring a device that cannot properly execute the company-critical legacy Windows x64 software. Like SAP, for example. (SAP is the largest non-American software company by revenue and does business management, workflow automation, and bookkeeping) My prediction is that outside of hipster startups, M1 will have no effect on bu…

Isn't sap a database? Why would you want users to run db on laptop, especially on windows?

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#84

Post by KptMarchewa »

simonebrunozzi wrote: post #75
satya71 wrote: post #13

The CEO of a semiconductor company needs to have an engineering background, IMO. The tech is too complex and too important to the business to have a CEO who doesn't understand the nuances. Wish Pat all the success at Intel. We need Intel to do better.

From [0]: Gelsinger earned a master's degree from Stanford University in 1985, his bachelor's degree from Santa Clara University in 1983 (magna cum laude), and an associate degree from Lincoln Technical Institute in 1979, all in electrical engineering. I'd call it an engineering background. [0]: https://www.vmware.com/company/leadership/pat-gelsinger.html

I've understood it as a critique of a previous CEO, not the new one.

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#85

Post by klelatti »

whelming_wave wrote: post #78
terafo wrote: post #58

Earlier quoted context omitted.

>it isn't a selling point to my mom or her friends Gargantuan battery life isn't a selling point? For laptop? In what universe?

the m1 isn’t competing on many of the same axes as an intel or amd cpu, because it’s necessarily packaged inside of an entire computer built around it. that computer is a mac, which might be different from the purchaser’s current os so they decide not to switch, or they already bought software for windows and want to use it there, or they’re married to the microsoft ecosystem, etc.

Office runs on Macs too!

Seriously, I predict we will see Apple successfully attack the sub $1000 laptop market within two years. They sell the iPhone SE with an A13 for $399 so they could easily do so now they no longer have the 'Intel tax'. And the products will be a lot better than the Windows equivalents.

Most home users might use Office and that's about it. The allure of the Apple ecosystem will be strong especially for iPhone users.

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#86

Post by danpalmer »

tw04 wrote: post #48
danpalmer wrote: post #21

Earlier quoted context omitted.

To me this description sounds like a specialist high performance computing company rather than a consumer technology company. That may be a perfectly reasonable market to be in, but is that type of company worth $200bn? I'm not sure. Roughly 40% of their revenue is consumer chips where, apart from some games optimisation, they are no longer standing out from the crowd, and the leader is arguably Apple, with AMD doing…

>Roughly 40% of their revenue is consumer chips where, apart from some games optimisation, they are no longer standing out from the crowd, and the leader is arguably Apple, with AMD doing well. You lost me at Apple. Apple owns around 15% of the PC market space and almost the entirety of that is Intel-based systems. Outside of HN, nobody cares about the M1 chip, it isn't a selling point to my mom or her friends. If so…

I get your point, but I think the M1 is more significant as proof of what is possible than because I think everyone will buy a Mac.

I can absolutely see Qualcomm offering laptop chips off the back of the M1's success. They may not be as good, but they might be much cheaper. I can also see Microsoft pushing Windows on ARM harder, and rolling out their own chips at some point.

Also once the market gets "used to" multi-architecture software (again), I think we'll see a renaissance of chip design as many more players crop up, because of the lower barrier to entry.

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#87

Post by jhloa2 »

SoSoRoCoCo wrote: post #63

Gelsinger was pushed out as CTO after horribly failing to address AMD's competitive threats. I have no idea how he wormed his way back in, but this does not bode well for Intel's future: Gelsinger is proof of the "Peter Principle", being promoted too high. EDIT: I was a bit harsh, toned it down. EDIT 2: This is probably petty, but I can't ignore the fact that there was a significant hubbub at Intel regarding him usin…

Any references on the Pope blessing a wafer? I really want to see this but can't find it

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#88

Post by fxtentacle »

KptMarchewa wrote: post #83
fxtentacle wrote: post #77

Earlier quoted context omitted.

I think you are vastly underestimating how hard IT departments will kick you if you request or bring a device that cannot properly execute the company-critical legacy Windows x64 software. Like SAP, for example. (SAP is the largest non-American software company by revenue and does business management, workflow automation, and bookkeeping) My prediction is that outside of hipster startups, M1 will have no effect on bu…

Isn't sap a database? Why would you want users to run db on laptop, especially on windows?

No, SAP is more like an Operating System for your factories. It contains EVERYTHING, from payroll to inventory management. Think of it more like an Exchange server plus all Microsoft office apps combined. To connect to the Exchange server and get all features, you need Outlook. It's the same with the SAP database and SAP client GUIs.

The official GUI is C++ and Windows only. They do have a Java port for other OSes, and some 3rd party GUIs, but none of that is feature-complete or even halfway there.

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#89

Post by Retric »

KptMarchewa wrote: post #80
terafo wrote: post #58

Earlier quoted context omitted.

>it isn't a selling point to my mom or her friends Gargantuan battery life isn't a selling point? For laptop? In what universe?

I'm not really sure to be honest. We've moved on from laptops that you can't watch movie on without charging few years ago. I don't really care if my laptop works for 10 hours or 15.

It’s the same reason battery life is so critical in EV’s. Smaller batteries need to be charged more often which eats up more of their remaining lifespan. It’s a downward spiral that means a 50% extra lifespan up front can be worth 100% extra lifespan in 3 years.

Laptop batteries are also expensive in terms of money, weight, and bulk which puts Intel into a much larger bind.

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#90

Post by cyxxon »

fxtentacle wrote: post #77
parasubvert wrote: post #51

Earlier quoted context omitted.

I think you are vastly underestimating the revolution of what the M1 represents to the PC industry.

I think you are vastly underestimating how hard IT departments will kick you if you request or bring a device that cannot properly execute the company-critical legacy Windows x64 software. Like SAP, for example. (SAP is the largest non-American software company by revenue and does business management, workflow automation, and bookkeeping) My prediction is that outside of hipster startups, M1 will have no effect on bu…

But then again, the current version of SAP is S/4 HANA, and unless you are a developer or admin for that, you will be using their Fiori based web clients, so a normal browser is enough. I am a developer in an S/4 rollout project in a Windows-only shop, but for our future system landscape I could see the normal people using the SAP systems using any kind of laptop or tablet. Even we are testing iPads and laptops at least.
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