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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

#251

Post by gonehome »

phdelightful wrote: post #248
gonehome wrote: post #226

Earlier quoted context omitted.

My long term bet is on M1 and ARM/RISC5 for the future. x86 is on the way out and can't compete on power or performance. In the end RISC won, it just took a while to get there. As things trend that direction AMD and Intel don't really have much to offer, they're competing on legacy tech. With TSMC providing fabs for designs from anyone, the serious players don't need AMD or Intel. Apple has a massive lead here, but o…

There’s nothing that restricts AMD to compete solely using x86. I think they’re sitting on an ARM core design from the first Zen arch that they never released.

You’re right, there’s nothing to restrict them except inertia and that they haven’t done it so far when the writing is on the wall.

There’s also the coordination problem with windows and third parties. Without vertical integration and tight OS support they’ll fall behind.

Something will have to give, but the future doesn’t look good.

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

#252

Post by gonehome »

bitcoinmoney wrote: post #237
gonehome wrote: post #226

Earlier quoted context omitted.

My long term bet is on M1 and ARM/RISC5 for the future. x86 is on the way out and can't compete on power or performance. In the end RISC won, it just took a while to get there. As things trend that direction AMD and Intel don't really have much to offer, they're competing on legacy tech. With TSMC providing fabs for designs from anyone, the serious players don't need AMD or Intel. Apple has a massive lead here, but o…

I don’t think x86 is on the way out. Apple won’t dominate desktop/server market anytime soon.

I think the server market will move to RISC faster than people think.

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

#253

Post by tryptophan »

person_of_color wrote: post #205
rayiner wrote: post #201

He joined Intel at 18 with an associate’s degree from a trade school (Lincoln Tech). Amazing.

Only in America.

You're getting downvotes, but it's true. The rest of the world is a lot more obsessed with credential-ism and pedigree.

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

#254

Post by hugocbp »

2muchcoffeeman wrote: post #238
microtherion wrote: post #219

Earlier quoted context omitted.

"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.

How often do big companies like Apple and Intel succeed in righting a sinking ship though? You can’t keep pointing to the one guy that succeeded.

Maybe classifying Intel as a sinking ship may be too much of an exaggeration.

Competitors maybe passed them in the last couple of years, but Intel is still in a really solid position to turn things around.

Apple's situation was a lot more dramatic. Intel still has a very good market share and can probably take a couple+ years to safely get back on track, in my opinion.

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

#255

Post by microtherion »

2muchcoffeeman wrote: post #238
microtherion wrote: post #219

Earlier quoted context omitted.

"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.

How often do big companies like Apple and Intel succeed in righting a sinking ship though? You can’t keep pointing to the one guy that succeeded.

As you say, Apple can be pretty unequivocally considered a success story. To the extent that it was ever troubled at all in the first place, Microsoft is also widely considered to have turned around its fortunes. Dell seems to be another turnaround story.

Then there are companies that have at least managed to stabilize themselves reasonably, e.g. IBM and HP (I wouldn't consider either of them a huge turnaround success, but I would not expect them to head for bankruptcy anytime soon either).

And even companies that did go under, e.g. Kodak, took an enormous amount of time and effort to do so, and not without launching a cryptocurrency first…

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

#256

Post by chrisseaton »

bjornsing wrote: post #190
chrisseaton wrote: post #184

Earlier quoted context omitted.

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.

> I find this kind of credentialism a bit silly to be honest

I can understand this opinion, but surely the most intensely silly credential is a credential you granted yourself?

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

#257

Post by anoncow »

zippergz wrote: post #242
ChuckMcM wrote: post #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 al…

I have a few former colleagues who were equals (or close) with me early in my career, and are now senior executives at Fortune 500 companies, and it does always make me feel kind of like a loser! But also I think about how much crap they put up with in those roles, and how relatively low-stress my life is, and then I feel better about it. They're cut out for that kind of job, and I most certainly am not.

If I may ask, any pointers on how is the stress level in your role currently/over the course of years and what is the difference in your compensation and your colleagues compensation cumulatively?

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

#258

Post by Der_Einzige »

NonEUCitizen wrote: post #249
ghaff wrote: post #60

Earlier quoted context omitted.

That is so typically Wikipedia. 10,000 word articles on trivial subjects and basically a stub listicle for an article on the longtime CEO of one of the largest (but "uncool") software companies in the world.

You are free to edit and expand the article.

No he isn't, someone will instantly undue the changes unless he's a respected member of the wikipedia politburo.

Found this out the hard way when I tried to edit some articles about Max Stirner. They don't even like small changes by randoms...

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

#259

Post by theevilsharpie »

vasco wrote: post #155
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…

You misunderstand the point of the M1 out of Apple, and for that matter the graviton2 instances out of AWS. What was demonstrated in the marketplace is that the biggest tech companies are now able to develop in-house processors that are more cost efficient and more performant. These processors are based on ARM and have minimal overhead licensing costs, as compared to buying Intel or AMD chips for their vast fleets /…

> So in a world where processor design becomes a commodity, what does that mean for Intel and AMD? And what does that mean for the overall datacenter, consumer markets?

Processor design is already a commodity, and has been for many years. Any company with the cash can buy a license to the ARM64 instruction set and the reference core design, and have someone like TSMC or Samsung manufacture it.

These designs haven't taken over desktop market from x86 yet because those designs simply weren't performance-competitive with what AMD and Intel are pumping out, and it's not clear that that'll change anytime in the foreseeable future.

Apple knocked it out of the park with the M1, but they've been kicking ass for years, including their competition in the ARM processor space. Just because Apple's processors happened to use an ARM instruction set, doesn't imply that an ARM revolution is upon us.

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

#260

Post by 737min »

Great to see a technologist back in charge of Intel. This was a company that was founded and CEO’ed by top-tier engineering elite. AMD’s CEO is an MIT PhD with long track record of technical achievement earlier in her career. Intel needs the same.
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