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A message from Intel CEO Lip-Bu Tan to all company employees

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Re: A message from Intel CEO Lip-Bu Tan to all company employees

#141

Post by tptacek »

fzeroracer wrote: post #118
tptacek wrote: post #102

Earlier quoted context omitted.

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.

And in doing so you are inadvertently providing cover for their actions. The constitution fuck up was likely a mistake, but at the same time you should be reacting like the way others did because it sends a clear, strong message that people are watching. And in this scenario your counterargument is so incredibly weak that you're not knocking down anyone's claims, you're just weakening your own position.

Ridiculous. The LOC thing doesn't even make sense as a movie plot. I'm not going to pretend it does just so I can keep the same polarity as you. It probably just doesn't make sense for us to keep talking about this.

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#142

Post by horns4lyfe »

sashank_1509 wrote: post #115

So now being a bad CEO who is not of European ethnicity, will have the sitting president insinuate you not so subtly for treason. Wild. A cursory Wikipedia search confirms Tan was born in Malaysia, has lived in US for 40+ years in California, and is a practicing Christian.

Just read the article a little bit, jfc

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#143

Post by michaelt »

soganess wrote: post #94
DiabloD3 wrote: post #11

This 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…

I kinda see what you mean.

Steam [1] tells me gamers use Intel by 59:41

Price-performance scatter plots [2] say although Intel isn't battling AMD for the >$1000 threadripper territory, they have some competitive products in the sub-$500 price band.

And while Intel missed out on the smartphone market, I've heard people comparing their N100 CPUs favourable to the latest Raspberry Pi hardware.

Sure, Intel has had major troubles with their next process node. And one of the best performing laptops is ARM-based. But Intel are nowhere near defeated.

[1] https://store.steampowered.com/hwsurvey/ [2] https://www.cpubenchmark.net/cpu_value_available.html#xy_sca...

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#144

Post by standardUser »

smsm42 wrote: post #136
jjcm wrote: post #5

It's honestly wild that a sitting US president is calling out specific company CEOs. The fact that it was done in a tweet-esque post is even more concerning. I'd expect that something like this would have been accompanied by a proper investigation and writeup stating the administration's perspective on why, but instead it's just "he's highly CONFLICTED". I don't debate his history at Cadence Design is concerning from…

> It's honestly wild that a sitting US president is calling out specific company CEOs This truly never happened before. Oh wait: https://www.politico.com/story/2009/03/gm-ceo-resigns-at-oba...

Not an apt comparison. GM needed $50 billion in government funds just to stay alive.

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#145

Post by rootjknak »

tlogan wrote: post #90
everfrustrated wrote: post #58

Earlier 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.

Intel board members:

Frank Yeary, managing member Darwin capital advisors

James Goetz, partner Sequoia Capital

Andrea Goldsmith, dean of engineering Princeton University

Alyssa Henry, former square CEO

Eric Meurice, former CEO ASML

Barbara Novick, cofounder BlackRock

Steve Sanghi, CEO microchip

Gregory Smith, former CFO Boeing company

Stacy Smith, chair of Autodesk

Dion Weisler, former CEO HP

There are a lot of people that should not be on the board of a semiconductor company.

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#146

Post by kzs0 »

smsm42 wrote: post #136
jjcm wrote: post #5

It's honestly wild that a sitting US president is calling out specific company CEOs. The fact that it was done in a tweet-esque post is even more concerning. I'd expect that something like this would have been accompanied by a proper investigation and writeup stating the administration's perspective on why, but instead it's just "he's highly CONFLICTED". I don't debate his history at Cadence Design is concerning from…

> It's honestly wild that a sitting US president is calling out specific company CEOs This truly never happened before. Oh wait: https://www.politico.com/story/2009/03/gm-ceo-resigns-at-oba...

Wasn’t that in conjunction with the us govt essentially taking over gm though?

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#147

Post by hedgehog »

jordanb wrote: post #130
hedgehog wrote: post #107

Earlier quoted context omitted.

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?

Fixing how? His first major act is to fire 20% of employees, refocus on old technology (smt) and deprioritize next gen (14a) process development. This is tantamount to surrendering as a leading foundry.

Fixing the willful ignorance that the market structure today is very different from 20 years ago. Process leadership and volume leadership are tightly coupled, and no integrated chip company will again have volume leadership. Intel's historical margin power built on a combination of monopoly on performance (in some markets) and superior economies of scale, that's not coming back. The question is not whether they can get fabs up and going with process nodes competitive with TSMC, the question is whether doing it actually leads to any kind of success given the costs involved. The key question is what the basis is for competition going forward, and what Intel's strengths are in that context.

To paraphrase, Intel has to go of the notion that for Intel to win AMD and TSMC have to lose. The strategy that follows from that might involve some painful choices.

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#148

Post by sjsdaiuasgdia »

tptacek wrote: post #55
sjsdaiuasgdia wrote: post #54

Earlier quoted context omitted.

Yes, what actually happened is important. In that Constitution story, a government website that has the Constitution's text was updated in a peculiar way. It could be interpreted as having been related to habeas corpus rights, as that was in the middle of the removal. It could also be interpreted as unintentional, as the deletion started in the middle of Article I Section 8. You'd think a targeted deletion wouldn't i…

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.

I described the situation you referenced to show why it is not the same as this situation. I did not declare ownership of a position.

Personally I'd say it's 99.99% in favor of run of the mill SNAFU. The 0.01% is mostly an allowance for the tendency of authoritarian systems to occasionally act in incredibly clumsy and incompetent ways. I feel this may be a factor of personal loyalty and ideological alignment receiving more consideration than competence in hiring and advancement decisions within authoritarian systems.

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#149

Post by braum »

sugarpimpdorsey wrote: post #91

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."

up for My Cousin Vinny reference!

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#150

Post by addaon »

7speter wrote: post #140
everfrustrated wrote: post #104

Earlier quoted context omitted.

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.

How effective would Gelsinger be at returning after the then previous CEO took the company in a totally different path and practically trashed Gelsinger’s original plan?

> How effective would Gelsinger be

Effective at what? Intel’s done, it’s on the Boeing trajectory, it’s just about grabbing what you can as the ship goes down.

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