51–60 of 777 posts
Not an insider, but this doesn't seem good. I more or less agreed with every call Intel's made over the past few years, and was bullish on 18A. I liked that Pat was an engineer. His interim replacements don't seem to have that expertise. Intel wasn't doing great to start, but Pat put it on the path, potentially, towards greatness. Now even that is in major jeopardy.
MJ has a pretty good reputation inside the company.
> Intel Corporation (NASDAQ: INTC) today announced that CEO Pat Gelsinger retired from the company after a distinguished 40-plus-year career and has stepped down from the board of directors, effective Dec. 1, 2024 Is it a "he retired" or a "we retired him"?
Does it matter?
Earlier quoted context omitted.
>Not do stupid GPUs Hard disagree here x100. Investing in GPUs in the time when Nvidia and AMD started to gouge the market is actually the best decision Intel did in recent times. It's the piece of semiconductor with some of the highest margins in the business and they already own a lot of the patents and IP building blocks to make it happen. The only stupid thing they did was not getting into GPUs earlier so they wo…
Yeah that was so stupid of them to not see into the future and predict AI.
GPUs exist because CPUs just aren't fast enough. Whether or not people are going to start making GPU-only computers is debatable (although there has clearly been a lot of CPU+GPU single chips).
The promise of state backing for a US champion SC fab was taken seriously by Gelsinger, who went all-in in trying to remake Intel as TSMC 2.0. But the money turned out to be way too late and far more conditional than Gelsinger thought. This is bad news for Intel, bad news for US industrial policy
Difficult to see how this is anything other than a failure. I had high hopes when Gelsinger returned, but it seems that BK had done too much damage and Gelsinger didn't really get a grip on things. One of the things I heard that really highlighted the failure of this recovery was that BK had let Intel balloon in all sorts of ways that needed to be pared back and refocused, but head count under Gelsinger didn't just s…
Earlier quoted context omitted.
I think the issue is that Intel has a culture and focus. It is cpus. It is a large company and this is where the revenue comes from and it has momentum. There are a lot of strategic shifts Intel could do but their timeline to paying off at the scale Intel needs is very long. What I see is a bunch of endeavours that get killed off too quickly because they were not paying off fast enough and this creates mistrust in th…
>I think the issue is that Intel has a culture and focus. It is cpus. It is a large company and this is where the revenue comes from and it has momentum. With this logic, Apple should have also stayed with making Macs when it had financial troubles in in 1999, since that's its focus, not venture into making stupid stuff like Mp3 players and phones, everyone knows that's the core focus of Sony and Nokia who will rules…
Trying to use that the fact Einstein or Muhammad Ali or any other genius in his area could do something or did something is not a counterpoint.
This is not good. We already know what happened when CFO took over. It was a time when Intel totaly lost control. They are gona get bought for penies. OMG Instead of saying to AMD they will be in the rearview mirror, they should have been paranoid. Not do stupid GPUs. and destroy others where it mattered
>Not do stupid GPUs Hard disagree here x100. Investing in GPUs in the time when Nvidia and AMD started to gouge the market is actually the best decision Intel did in recent times. It's the piece of semiconductor with some of the highest margins in the business and they already own a lot of the patents and IP building blocks to make it happen. The only stupid thing they did was not getting into GPUs earlier so they wo…
Undercut the big boys with affordable on-prem AI.
> Intel Corporation (NASDAQ: INTC) today announced that CEO Pat Gelsinger retired from the company after a distinguished 40-plus-year career and has stepped down from the board of directors, effective Dec. 1, 2024 Is it a "he retired" or a "we retired him"?
This is not good. We already know what happened when CFO took over. It was a time when Intel totaly lost control. They are gona get bought for penies. OMG Instead of saying to AMD they will be in the rearview mirror, they should have been paranoid. Not do stupid GPUs. and destroy others where it mattered
Are those GPUs really stupid? They seem like a great price for performance devices when ultra high level gaming is not the priority. EDIT: I personally always liked intel iGPUs because they were always zero bullshit on Linux minus some screen tearing issues and mumbo-jumbo fixes required in X11.
Driver stability, less heat and fan noise, battery life is almost assured in the Intel iGPU.