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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

#91

Post by toyg »

klelatti wrote: post #54
tw04 wrote: post #48

Earlier quoted context omitted.

>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…

Not sure of the source of your 15% but I'm willing to bet that by value it's more - no Celerons in Apple's line up. Plus Apple wouldn't be going down this route if it didn't expect to grow market share - and although people don't care if it's M1 or i5 they do care if the experience is better. Then Apple's success with the M1 will spur others - I would not be surprised if Microsoft follow them down the same route.

> Apple wouldn't be going down this route if it didn't expect to grow market share

Marketshare is not what Apple is about. Apple is about profitability and control. Their move to own silicon is driven by improvements in the reliability of their build pipeline (no more waiting for tic-tocs and whatnot) and tighter control / integration of their whole stack (same arch on phones and pc). That these chips happen to perform so well that they are potential market-growers, is a welcome coincidence.

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

#92

Post by eco »

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…

Silicon wafer or communion wafer?

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

#93

Post by nwsm »

CalChris wrote: post #70
quercusa wrote: post #39

Earlier quoted context omitted.

Or are they looking for that one acquisition that (this time!) will fix everything?

Arguably a re-aquisition. Gelsinger was at Intel for 30 years.

They didn't mean Gelsinger as the acquisition. The question is what direction Gelsinger will take them, with one option being to acquire some company or companies to bootstrap a new path forward.

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

#94

Post by jaywalk »

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?

SAP is so many things that their Products page has search functionality and is broken down by first letter: https://www.sap.com/products-a-z.html

So no, SAP is not a database and has many client applications that would run on a laptop.

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

#95

Post by sq_ »

fxtentacle wrote: post #26
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…

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

Not sure where you're getting that these days? Absolutely in the days of Bulldozer, but AMD's Zen 3 architecture has taken even the single core lead from Intel, not to mention the multi core lead they've held for several years now.

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

#96

Post by sq_ »

fxtentacle wrote: post #81
CyberDildonics wrote: post #47

Earlier quoted context omitted.

> 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...

Seems like the clock, RAM, and GPU differences there may have had an effect? Comparing between systems that different seems unusual.

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

#97

Post by tw04 »

terafo wrote: post #58
tw04 wrote: post #48

Earlier quoted context omitted.

>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…

>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?

For who? My mom uses her laptop at home 99% of the time, if the battery gets low she plugs it in. She needs a battery that will last 1-2 hours for the 3 times a year she flies.

You can find a place to plug in at basically any coffee shop or library you go to. My mom isn't spending 10 hours in a datacenter, so it doesn't really matter to her if the battery life is 3 hours or 12. For the average consumer, battery life has just been another stat on the spec sheet for years now.

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

#98

Post by thunkshift1 »

mepian wrote: post #40
amelius wrote: post #25

https://en.wikipedia.org/wiki/Pat_Gelsinger Not sure what to make of the fact that he wrote two books on balancing work and family life, and makes me wonder if this is the general that will win the silicon war. Time will tell, I suppose.

This article doesn't do him justice, he was one of the key people behind the 386 project which saved Intel during its first major crisis. After that, he went on to become the lead of the 486 project and kept moving up on the management ladder until the Larrabee fiasco.

Why was larrabee considered a fiasco?

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

#99

Post by ksec »

"Notable absent from that list is he fired Pat Gelsinger. Please just bring him back as CEO." - [1] 2012 on HN, when Paul Otellini Retired.

"The only one who may have a slim chance to completely transform Intel is Pat Gelsinger, if Andy Grove saved Intel last time, it will be his apprentice to save Intel again. Unfortunately given what Intel has done to Pat during his last tenure, I am not sure if he is willing to pick up the job, especially the board's Chairman is Bryant, not sure how well they go together. But we know Pat still loves Intel, and I know a lot of us miss Pat." [2] - June, 2018

"This is the same as Intel pushing out Pat Gelsinger. The product people get pushed out by sales and marketing. Which are increasingly running the show at Apple." [3] 30 Days ago.

And numerous other reference since 2009. Many more around various other forums and twitter. I am getting quite emotional right now. I cant believe this is really happening. ( I am wiring this with tears in my eyes! ) I guess Andy Bryant retired makes the decision a little easier. And Pat has always loved Intel. I guess he is pissed those muppets drove it to the ground.

This is 12 years! 12 years to prove a point! Consider 4 - 5 years of work in lead-time since he left in 2009. That is 2014. Guess what happen after 2014?

May be it is too little too late? Or May be this will be another Andy Grove "Only the paranoid survive" moment?

The King is Back at Intel, despite being a fan of Dr Lisa Su, I am little worry about AMD.

[1] https://news.ycombinator.com/item?id=4804875

[2] https://news.ycombinator.com/item?id=17391707

[3] https://news.ycombinator.com/item?id=25435150

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

#100

Post by malinens »

fxtentacle wrote: post #81
CyberDildonics wrote: post #47

Earlier quoted context omitted.

> 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...

this is article from 2017 which compares 5 generation old cpu vs other 5 generation old CPU
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