[flagged]
I beg your pardon?
A message from Intel CEO Lip-Bu Tan to all company employees
101–110 of 274 posts
Re: A message from Intel CEO Lip-Bu Tan to all company employees
#102Earlier quoted context omitted.
Just so we're clear that you apparently still think it's possible that an order came down from the top to delete Congress's authorization to form a Navy from the Library of Congress's online annotated Constitution, which isn't even in the first SERP for me on Google for "online constitution", but I guess you've gotta start somewhere.
[flagged]
It's exactly because I think this is the most dangerous President in American history that I find these kinds of claims so risible and worth knocking down.
Re: A message from Intel CEO Lip-Bu Tan to all company employees
#103Earlier quoted context omitted.
Just so we're clear that you apparently still think it's possible that an order came down from the top to delete Congress's authorization to form a Navy from the Library of Congress's online annotated Constitution, which isn't even in the first SERP for me on Google for "online constitution", but I guess you've gotta start somewhere.
Dude, he altered a weather map with a Sharpie on live TV.
The theory behind this Constitution thing is as if, after altering the weather map, the weather changed.
Re: A message from Intel CEO Lip-Bu Tan to all company employees
#104Earlier 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 Tan resigns I suspect only way Pat would come back is with an entirely new board, so either way it's likely the board is done.
Re: A message from Intel CEO Lip-Bu Tan to all company employees
#105Earlier quoted context omitted.
Invading the US or Netherlands would not impact chip production. How are you not able to grasp that?
Besides missing the point, this is a bad argument. ASML manufactures the machines that TSMC uses to produce chips - they have an even more critical and irreplaceable role in chip production than Taiwan does. ASML is headquartered in Veldhoven, NL. That would absolutely affect chip production - no new nodes, no replacement parts. There are other critical technologies for semiconductor manufacturing made in USA as well…
They are partially made in San Diego.
Re: A message from Intel CEO Lip-Bu Tan to all company employees
#106who buys intel instead of AMD at this point?
A lot of people?
Intel, even in its current weakened state, did nearly double the revenue of AMD last quarter.
Re: A message from Intel CEO Lip-Bu Tan to all company employees
#107Earlier quoted context omitted.
> 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.
Livid about the problem or livid that they're talking about axing the first CEO in decades that might have a shot at fixing the problems?
Re: A message from Intel CEO Lip-Bu Tan to all company employees
#108Earlier quoted context omitted.
Dude, he altered a weather map with a Sharpie on live TV.
The theory behind this Constitution thing is as if, after altering the weather map, the weather changed .
Well, it would have if he had been allowed to use nuclear weapons on the hurricane instead of just a Sharpie.
Re: A message from Intel CEO Lip-Bu Tan to all company employees
#109Re: A message from Intel CEO Lip-Bu Tan to all company employees
#110Earlier quoted context omitted.
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.
AMD also received many Hail Marys as a result of Intel’s anticompetitive behavior. Directly via payouts Intel and partners had to make, and indirectly via companies being more willing to work with them for their GPU expertise and better (out of desperation) licensing/purchase agreements.
Intel can’t rely on the same. They haven’t been directly impacted by another larger company, they rely too much on a single technology that’s slowly fading from the spotlight, and they can’t compete against AMD on price.
Maybe if they ended up in a small and lean desperation position they could pivot and survive, but their current business model is a losing eventuality.