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Intel announces retirement of Pat Gelsinger

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Re: Intel announces retirement of Pat Gelsinger

#73

Post by ripe »

merpkz wrote: post #9
hbfdhfdhadfhnfa wrote: post #4

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.

On the question of integrated versus discrete GPUs, what are the practical differences?

I am trying to learn this but having difficulty finding good explanations. I know the Wikipedia-level overview, but need more details.

Re: Intel announces retirement of Pat Gelsinger

#75

Post by bluGill »

perlgeek wrote: post #32
paxys wrote: post #7

> 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"?

If it were a planned, age-related retirement, it would've been announced half a year to a year ahead, no?

Maybe. Sometimes it would be, but sometimes such things are not announced for various reasons.

Re: Intel announces retirement of Pat Gelsinger

#78

Post by kjellsbells »

Sad to see Gelsinger go, but despite the churn, I don't think Intel is doomed. At worst, per their most recent Q3 results, I see $150Bn in assets and $4Bn in outstanding stock, and I see the US Gov (both incoming and outgoing) gearing up for a long war against China where Intel would be an asset of national importance.

My back of envelope calculation says Intel should be about $35 a share (150/4). If they stumble when they report Q4, I think the US Gov will twist some arms to make sure that fresh ideas make it onto the board of directors, and perhaps even make Qualcomm buy them.

I do think that Intel need to ditch some of their experiments like Mobileye. Its great (essential) to try and "rebalance their portfolio" away from server/pc chips by trying new businesses, but Mobileye hasnt grown very much.

Re: Intel announces retirement of Pat Gelsinger

#79

Post by rob74 »

Cumpiler69 wrote: post #41
NotYourLawyer wrote: post #26

Earlier quoted context omitted.

Yeah that was so stupid of them to not see into the future and predict AI.

You don't need the AI boom. Gaming GPUs were already a decent money maker, then add the GPGPU boom.

Yes, gaming GPUs are a decent money maker - but Intel GPUs can currently only compete in the midrange segment, where there is a lot less money to be made. And to change that, they need to invest a lot more money (with uncertain outcome). And for AI it's basically the same story - with the added difficulty of Nvidias CUDA moat, which even AMD is having trouble with.

Re: Intel announces retirement of Pat Gelsinger

#80

Post by rwmj »

kllrnohj wrote: post #70
this_user wrote: post #33

Earlier quoted context omitted.

They have made too many bad choices, and everyone else has been eating their lunch for the last few years. They are a non-factor in the mobile space where ARM architectures dominate. They are a non-factor in the GPU market where NVDA dominates ahead of AMD. They were focused heavily on data centres and desktop/laptop CPUs where ARM is also increasingly making inroads with more efficient designs that deliver comparabl…

> where ARM is also increasingly making inroads with more efficient designs that deliver comparable performance. ARM isn't doing any such thing. Apple & Qualcomm are, though. ARM itself if anything looks weak. Their mobile cores have stagnated, their laptop attempts complete failures, and while there's hints of life in data center it also seems mediocre overall.

Don't forget their "brilliant" strategy of suing their own customers.
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