Well that was a whole lot of words that conveyed basically no information.
A sort of corporate communications-whitewashed version of the My Cousin Vinny "Everything that guy just said is bullshit. Thank you."
A message from Intel CEO Lip-Bu Tan to all company employees
91–100 of 274 posts
Re: A message from Intel CEO Lip-Bu Tan to all company employees
#92[flagged]
Re: A message from Intel CEO Lip-Bu Tan to all company employees
#93Earlier quoted context omitted.
If true, questions should also be raised about the Board who must have signed off on any conflicts of interest.
> If true … I don’t know about his investments, but one fact is clear: he was CEO of Cadence Design Systems, which has just pleaded guilty to federal charges for exporting technology to China. That alone should make him ineligible to lead a company with major government contracts. If he resigns (and he will), the board should go with him.
If I was an Intel shareholder I would be livid.
Can you imagine the look you'd get if it was 1998 and you told me that AMD would have over twice the market capitalization of Intel in the next few decades? In 1998 Intel was 50x larger by market cap than AMD.
It is a company that has been catastrophically mismanaged.
Re: A message from Intel CEO Lip-Bu Tan to all company employees
#94This guy might be the last CEO of Intel.
I don't really understand this.
Intel was (and arguably still is) too large relative to its current technical capabilities. Yet even in this current “bad chips” era, Intel is only, at worst, about 10% behind in gaming performance (largely due to cache disparity) and is on par or better in most other workloads. From the K10 era until Zen 3, AMD processors were objectively worse (sometimes comically so) and AMD still managed to survive.
Intel’s mobile CPUs remain extremely competitive. Their integrated GPUs are the fastest in the x86 space. And their SoC+platform features: video decode/encode, NPUs, power management, wifi, and so on are the best in class for x86 CPUs; they are usually a solid second place or better regardless of architecture.
Subjectively, the most interesting “mainstream” laptops on the market are still, and historically have been, Intel-based. I understand that in an era where the M4 Max, Snapdragon 8 Elite, and Strix Halo each serve as best-in-class in different segments, “mainstream appeal” no longer equates to market dominance. And that is bad news for an Intel that historically just make a few CPUs (the rest being market segmented down versions of those chips), but still, to suggest they will disappear overnight seems... odd.
Re: A message from Intel CEO Lip-Bu Tan to all company employees
#95Earlier quoted context omitted.
President Obama: https://www.politico.com/story/2009/03/gm-ceo-resigns-at-oba... Sen. Warren: https://www.pbs.org/newshour/economy/embroiled-scandal-wells...
These are news reports after the fact. It's not normal for a president to go on twitter and publicly deride someone into resigning.
The CEO will likely be fine, Trump also announces movements of nuclear submarines on Truth Social.
I'd be more concerned about non-public dealings that Trump might have learned from Roy Cohn, but these are probably off limits for discussion here. In general, what is on Truth Social does not matter.
Re: A message from Intel CEO Lip-Bu Tan to all company employees
#96This guy might be the last CEO of Intel.
I don't really understand this. Intel was (and arguably still is) too large relative to its current technical capabilities. Yet even in this current “bad chips” era, Intel is only, at worst, about 10% behind in gaming performance (largely due to cache disparity) and is on par or better in most other workloads. From the K10 era until Zen 3, AMD processors were objectively worse (sometimes comically so) and AMD still m…
In the past AMD needed to survive for antitrust reasons. Now x86 is losing in relevance now as alternatives are established. Nobody needs to keep intel alive.
Re: A message from Intel CEO Lip-Bu Tan to all company employees
#97This guy might be the last CEO of Intel.
I don't really understand this. Intel was (and arguably still is) too large relative to its current technical capabilities. Yet even in this current “bad chips” era, Intel is only, at worst, about 10% behind in gaming performance (largely due to cache disparity) and is on par or better in most other workloads. From the K10 era until Zen 3, AMD processors were objectively worse (sometimes comically so) and AMD still m…
"last CEO" is hyperbole. But despite the competitiveness of some of their latest offerings, their trajectory is beyond concerning.
Re: A message from Intel CEO Lip-Bu Tan to all company employees
#98[flagged]
Re: A message from Intel CEO Lip-Bu Tan to all company employees
#99The biggest problem with Lip Bu Tan is he has given up on competing with Nvidia. What's the point of being Intel CEO if you give up? He should resign.
[deleted]
Re: A message from Intel CEO Lip-Bu Tan to all company employees
#100The biggest problem with Lip Bu Tan is he has given up on competing with Nvidia. What's the point of being Intel CEO if you give up? He should resign.
Can they win?