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

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211–220 of 331 posts

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

#211
Here's a fun fact (and I suspect shows what a loser I am :-)) Pat Gelsinger and I were colleagues at Intel in the early 80's. We both worked in what was called "MIPO" (Microprocessor Operation) but I was in Systems Validation and he was on the customer facing side with field engineering. My career went off through a variety of engineering roles, his went into management and up. When he joined EMC, I told him I had always thought he would have been Intel's CEO. He told me, "Hey, maybe I still will be :-)" That was like 10 years ago, and here he is.

There are a lot of things you can say about Silicon Valley, but one of the more interesting aspects of it for me has been how "small" it is in terms of people have an oversized impact. I have never been one of those people of course, just a part of the entourage. But it has been interesting to watch and learn from folks who are good (and bad) role models.

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

#212

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…

>My prediction is that outside of hipster startups, M1 will have no effect on business laptop sales.

This is what everyone always says but the iPhone kicked off a whole BYOD trend that has ended up with many high-value employees caring a lot about what tools they have to use, and a lot of software engineers want Macs.

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

#213
post #28

Pretty damming to Bob Swan when a $200B market cap company jumps +8% on news that you are stepping down.

Pretty sure he gives zero fucks about this considering the juiciness of his golden parachute. The only gig where you get rewarded handsomely even if you fail.

But us customers can watch Intel succeed again, rather than squander 7 years.

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

#214
post #99

"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 pi…

Interesting - you think he can pull this off? It'll be interesting to see what happens, I had written them off as on the path of inevitable decline and irrelevance. If they have someone as CEO who understand the existential threat they're facing from everywhere maybe they'll survive. The irony of the other top comment is that the AMD threat wasn't the competitive threat that mattered. AMD is also screwed.

Why would amd be screwed?

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

#215
post #196

Earlier quoted context omitted.

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.

I'm not so sure, since a lot of software is somewhat cross-platform now anyway. You need to port the JVM, .NET, and Chromium (for electron), and you've effectively ported a large part of the desktop application space already. Web applications are portable if you have a browser Many modern languages that compile to native, like Rust, trivially recompile for multiple target architectures. Others are dynamic and don't n…

Porting the JVM to a new CPU architecture is hard but it has already been done for AArch64.

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

#216

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…

Tangent. I first noticed the phrase "leaning into" a couple of years ago and I'm still not sure I understand how to use it. It's like "flex". I don't hate them (I hate "relatable" and "addicting" but those are apparently acceptable as real words now) but it's odd how they seem to bubble up suddenly out of nowhere. (British by the way - that might have a bearing)

“Leaning in” is a body gesture managers use in conversation when they want to appear sincere and committed.

They have since decided that “leaning in” is all you really need to say you’re doing to communicate to others they’re taking you seriously, perhaps with some compassion (implied).

Corporate-speak at its finest!

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

#217
post #156

Earlier quoted context omitted.

I worked at VMware when Pat first became the CEO. Pat is very much an engineer. If you ever wanted an engineer as your CEO, then that's Pat. That comes with some goods and some not-so-greats. Pat isn't very inspiring, at least not when he first became CEO. But I always got the feeling that he genuinely love engineers and is more comfortable around them than anything else. I once hosted a fun little engineering challe…

What are your thoughts on VMware? It seems they are too in decline...

We will be fine. Pat is a great leader and this is a net loss though

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

#219
post #99

"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 pi…

Pat's a great guy and first class engineer, but I think it's just too late for him to turn Intel around at this point. The problems have become too entrenched. They needed someone like him at the helm 10 years ago. Apple's M1 shows that the world has passed Intel by. I wish him luck, though.

"It's just too late to turn them around" is pretty much what people said about Apple when Steve Jobs returned, though (in fact, it's more or less what I thought as well).

As Adam Smith said, "there is a great deal of ruin in a nation", and likewise, big companies generally get more opportunities to reinvent themselves than one would expect.

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

#220

Here's a fun fact (and I suspect shows what a loser I am :-)) Pat Gelsinger and I were colleagues at Intel in the early 80's. We both worked in what was called "MIPO" (Microprocessor Operation) but I was in Systems Validation and he was on the customer facing side with field engineering. My career went off through a variety of engineering roles, his went into management and up. When he joined EMC, I told him I had al…

Any thoughts on what made him special (either from your perspective or from those choosing to promote him)?
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