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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

#182

Earlier quoted context omitted.

> 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.

That's not what I'm getting at. What I'm getting at is that to say that "even if Apple goes 100% M1, there's the other 85% of the market that Intel is likely far more concerned about." is somewhat far-fetched. Apple can make their own desktop chips because it's an easier problem than making a phone chip (performance/thermal efficiency), but Intel can't make because they've sacrificed thermal efficiency time and time again -- not just this time but a decade ago. Remember Prescott?

I think that is why Intel should be (and probably is) worried about Apple. They will make Intel redundant by having solved a harder problem which their own problem becomes a subset of.

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

#183

Earlier quoted context omitted.

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.

As an Intel shareholder, (only bought when it tanked after quarterly earnings this year), I can say this is exactly what I was waiting for. I'm not super sensitive to exactly who replaces Bob, though Pat seems like a decent choice having read about him now. I will say I was ready to unload the shares if Bob was replaced with another MBA though. Having a non-engineer lead an organization like Intel was a disastrous ch…

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

#184

Earlier quoted context omitted.

Kanye West, Ben Affleck, Jon Bon Jovi, etc, all have honorary doctorates. Why does nobody call them Doctor? For the same reason you shouldn't call Stallman Doctor - because you don't do that for honorary doctorates. https://en.wikipedia.org/wiki/Honorary_degree#Use_of_title_a... Almost all universities explicitly and strongly tell people they give honorary degrees to to not do this. https://www.wthrockmorton.com/2017…

Well that’s just social convention, and I don’t place much emphasis on that. I reserve the right to address anyone I choose as “doctor”, and if Stallman prefers to be addressed that way I’m happy to oblige. He has certainly earned it in my book. Same goes for Benjamin Franklin btw, whom I see you left out of your list.

You’re free to call him Saint IGNUcius if you want - many people do - and it’s a similar level of connection to reality.

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

#185
post #176

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…

All of the other fabs are so busy they can't handle Intel's chip production plus Intel's technology is wound around their own labs. Switching wouldn't be easy and might end up being a failure and taking the company with it.

The argument I've seen for outsourcing is that everyone uses machines from ASML et al anyway, so retooling to run a different company's silicon may not be as impossible as it seems.

I think there's an issue with helping Intel temporarily, because if you're TSMC you'd rather use your capacity to serve long-term partners rather than helping Intel bridge the gap to 7nm only to get dropped a couple of years from now when they get their chips in order.

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

#186

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.

BK was an engineer too but still managed to pull an Elop.

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

#188

Earlier quoted context omitted.

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-…

Maybe. Apple has solved the chicken and egg problem regarding software compatibility by forcing everyone to move on to ARM in the near future. Microsoft will not abandon x64 though, so there are far less incentives to port things. Also Microsoft cares far more about compatibility (e.g. 32-bit software). That means means a lot of things will run under a Rosetta 2 like system (probably less efficient if you need to sup…

An ARM transition isn't a fait accompli just because Apple introduced M1 at the lower end of the Mac lineup. There's a huge lump of inertia there.

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

#189
where does Intel go from here? we are in the tech wave of propriety chips vertically integrated. cloud providers building their own CPU designs for their service offerings, consumer computer providers integrating cpu, hardware, and software (Apple). Isnt Intel going to continue to get squeezed out of the market?

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

#190

Earlier quoted context omitted.

Well that’s just social convention, and I don’t place much emphasis on that. I reserve the right to address anyone I choose as “doctor”, and if Stallman prefers to be addressed that way I’m happy to oblige. He has certainly earned it in my book. Same goes for Benjamin Franklin btw, whom I see you left out of your list.

You’re free to call him Saint IGNUcius if you want - many people do - and it’s a similar level of connection to reality.

I find this kind of credentialism a bit silly to be honest. If there’s anything with little connection to reality it’s 90% of dissertations.
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