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

cnbc.com

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

#101

Post by klelatti »

toyg wrote: post #91
klelatti wrote: post #54

Earlier quoted context omitted.

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 perfo…

Growing marketshare but profitably and without impairing the brand is what Apple is about. That's why we have the iPhone SE. The M series lets them do that with the Mac now. And more Macs implies more Apple services sales.

It's certainly partly defensive - they were frustrated with Intel - but Apple would only make a move of this scale if it thought it created business opportunities for them.

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

#102

Post by me_me_me »

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…

I doubt that anyone at Intel might be offended by the blessing of a wafers if it worked xD

The stock jumped quite high though. Not sure if its because really bad ceo was replaced with slightly less bad one.

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

#103

Post by nathannecro »

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...

Uh, those numbers are more than three/five years old at this point. Beyond comments on the test bench not being properly set up, Ryzen has improved significantly since then.

AMD's latest consumer-level chips significantly outperform Intel's chips in both price and performance. When talking about prosumer video editing performance, the Ryzen 9 5900x, the second most expensive "new" chip from AMD is a 3.4% performance improvement over Intel's most expensive "new" chip 10980XE. Additionally, the 5900x retails for $549 USD while the 10980XE retails for about $1,000 USD.

https://www.pugetsystems.com/labs/articles/Adobe-Premiere-Pr...

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

#104

Post by samaxe »

roomey wrote: post #2

No harm to VMware on this I think. As it pushes into SAAS it really does need a big shake up. Not that Pat wasn't good, but it is an old company with a lot of inertia, some fresh blood and fresh ideas could really be beneficial. Hopefully the next CEO is as committed to all the other stuff, like treating the employees very good and the community stuff. The best bit of the company isn't the tech at all (in my opinion)

They need to get out from under Dell’s thumb. Until then no new CEO will bring significant changes.

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

#105

Post by scandox »

eco wrote: post #92
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?

Jesus was carbon based ... As far as we know.

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

#106

Post by neogodless »

yowlingcat wrote: post #73
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 Really? That's surprising to me. I'd imagine that for the demographic of her and her friends, quality of life increases for their phones are far more material than for their computers.

It sounds like you're agreeing with your parent comment.

> phones are far more material

Thus they don't really care about laptop battery life.

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

#107

Post by perardi »

klelatti wrote: post #85
whelming_wave wrote: post #78

Earlier quoted context omitted.

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 especi…

I’m skeptical.

Apple’s bread and butter, as far as Macs go, is the MacBook Air. And by all accounts, they sell a lot of those, and will presumably sell even more, with better margins, now that they’ve gone ARM.

Do they really want to undercut that with a cheaper laptop? I suppose it’s possible, if the volume/margins works out, but I’d bet they just keep plugging along with $999–$1500 13-inch laptops.

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

#108

Post by karavelov »

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...

On first generation Ryzen AVX2 instructions were executed as 2 AVX instructions as the AVX pipeline was 128 bits wide. This was fixed in Zen 2 and nowadays we are at Zen 3.

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

#109

Post by daniel-thompson »

PedroBatista wrote: post #31

The trillion dollar question is: Is the board leaning into the usual MBA moves 101 and turn Intel into a "services company" gradually going fabless and milking those sweet patents OR will they put the work boots on and start building an actual tech company with the people who actually can save them on the payroll? cutting on the usual contractors meat grinder and invite the vast armies of middle-management and market…

> Is the board leaning into the usual MBA moves 101

Probably not, considering the guy they're throwing out the back door is a finance dude with an MBA and Gelsinger was/is an actual engineer.

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

#110

Post by daniel-thompson »

thunkshift1 wrote: post #98
mepian wrote: post #40

Earlier quoted context omitted.

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?

Because it failed in its intended goal, which was to create a viable competitor to AMD and Nvidia at the high-end of the GPU market.
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