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Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

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Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#191

Post by foobiekr »

jhloa2 wrote: post #87
SoSoRoCoCo wrote: post #63

Gelsinger was pushed out as CTO after horribly failing to address AMD's competitive threats. I have no idea how he wormed his way back in, but this does not bode well for Intel's future: Gelsinger is proof of the "Peter Principle", being promoted too high. EDIT: I was a bit harsh, toned it down. EDIT 2: This is probably petty, but I can't ignore the fact that there was a significant hubbub at Intel regarding him usin…

Any references on the Pope blessing a wafer? I really want to see this but can't find it

seconded. that's insane.

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#192

Post by UncleOxidant »

ksec wrote: post #99

"Notable absent from that list is he fired Pat Gelsinger. Please just bring him back as CEO." - [1] 2012 on HN, when Paul Otellini Retired. "The only one who may have a slim chance to completely transform Intel is Pat Gelsinger, if Andy Grove saved Intel last time, it will be his apprentice to save Intel again. Unfortunately given what Intel has done to Pat during his last tenure, I am not sure if he is willing to pi…

Pat's a great guy and first class engineer, but I think it's just too late for him to turn Intel around at this point. The problems have become too entrenched. They needed someone like him at the helm 10 years ago. Apple's M1 shows that the world has passed Intel by.

I wish him luck, though.

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#193

Post by N1H1L »

totalZero wrote: post #180
atniomn wrote: post #169

Earlier quoted context omitted.

Splitting up Intel's fabrication and design businesses would it make similar to AMD, the stock which is up 45x since 2015. Intel's fabrication business needs more volume, so it can increase R&D spending and capital expenditure, it can get this volume as a merchant fab. Intel's design business doesn't need to be held back by Intel's fabrication delays. I imagine designers at Intel would prefer to compete with AMD on t…

AMD chose to spin out GlobalFoundries in 2008, several years prior to the 2015 Silver Lake near-deal [0], becoming a fabless company on the tail end of a 90% slide in AMD stock. AMD share price continued to decline and remained in the low single digits for seven years after AMD and GlobalFoundries parted ways. My understanding is that Silver Lake wanted AMD to split apart its product segments. They were going to buy…

Yes. And GlobalFoundries has basically bowed out of leading edge nodes, saying they won't have the R&D or money to go below 12nm

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#194

Post by UncleOxidant »

andromeduck wrote: post #186
daniel-thompson wrote: post #109

Earlier quoted context omitted.

> Is the board leaning into the usual MBA moves 101 Probably not, considering the guy they're throwing out the back door is a finance dude with an MBA and Gelsinger was/is an actual engineer.

BK was an engineer too but still managed to pull an Elop.

BK wasn't even remotely in the same class as Gelsinger engineering-wise.

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#195

Post by AWildC182 »

UncleOxidant wrote: post #192
ksec wrote: post #99

"Notable absent from that list is he fired Pat Gelsinger. Please just bring him back as CEO." - [1] 2012 on HN, when Paul Otellini Retired. "The only one who may have a slim chance to completely transform Intel is Pat Gelsinger, if Andy Grove saved Intel last time, it will be his apprentice to save Intel again. Unfortunately given what Intel has done to Pat during his last tenure, I am not sure if he is willing to pi…

Pat's a great guy and first class engineer, but I think it's just too late for him to turn Intel around at this point. The problems have become too entrenched. They needed someone like him at the helm 10 years ago. Apple's M1 shows that the world has passed Intel by. I wish him luck, though.

Yea, I'm not sure what their plan is other than to keep trying to sell to institutions until everyone makes the switch to someone else.

If they actually want to survive long term, there are two paths as I see it:

A) Be legitimately better than AMD, this could include opening up the management engine, much higher performance chips at lower price points, or some sort of space magic utilizing their Altera acquisition.

B) Embrace RISC-V and push it to laptops and desktops HARD, while not pulling the Microsoft Embrace Extend Extinguish™ play. If they go this route then their stock becomes an exceptionally strong buy IMO.

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#196

Post by carlmr »

totalZero wrote: post #188
Leherenn wrote: post #171

Earlier quoted context omitted.

Maybe. Apple has solved the chicken and egg problem regarding software compatibility by forcing everyone to move on to ARM in the near future. Microsoft will not abandon x64 though, so there are far less incentives to port things. Also Microsoft cares far more about compatibility (e.g. 32-bit software). That means means a lot of things will run under a Rosetta 2 like system (probably less efficient if you need to sup…

An ARM transition isn't a fait accompli just because Apple introduced M1 at the lower end of the Mac lineup. There's a huge lump of inertia there.

I'm not so sure, since a lot of software is somewhat cross-platform now anyway. You need to port the JVM, .NET, and Chromium (for electron), and you've effectively ported a large part of the desktop application space already.

Web applications are portable if you have a browser

Many modern languages that compile to native, like Rust, trivially recompile for multiple target architectures.

Others are dynamic and don't need recompilation.

Of course some major software is written in non-portable C and C++. But the question is whether some emulation isn't acceptable here.

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#197

Post by felipesoc »

UncleOxidant wrote: post #192
ksec wrote: post #99

"Notable absent from that list is he fired Pat Gelsinger. Please just bring him back as CEO." - [1] 2012 on HN, when Paul Otellini Retired. "The only one who may have a slim chance to completely transform Intel is Pat Gelsinger, if Andy Grove saved Intel last time, it will be his apprentice to save Intel again. Unfortunately given what Intel has done to Pat during his last tenure, I am not sure if he is willing to pi…

Pat's a great guy and first class engineer, but I think it's just too late for him to turn Intel around at this point. The problems have become too entrenched. They needed someone like him at the helm 10 years ago. Apple's M1 shows that the world has passed Intel by. I wish him luck, though.

The same could have been said about AMD 7 years ago. Then Lisa Su came.

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#198

Post by gonehome »

AWildC182 wrote: post #195
UncleOxidant wrote: post #192

Earlier quoted context omitted.

Pat's a great guy and first class engineer, but I think it's just too late for him to turn Intel around at this point. The problems have become too entrenched. They needed someone like him at the helm 10 years ago. Apple's M1 shows that the world has passed Intel by. I wish him luck, though.

Yea, I'm not sure what their plan is other than to keep trying to sell to institutions until everyone makes the switch to someone else. If they actually want to survive long term, there are two paths as I see it: A) Be legitimately better than AMD, this could include opening up the management engine, much higher performance chips at lower price points, or some sort of space magic utilizing their Altera acquisition. B…

They could give up on design and just try to be an American TSMC.

There's a lot of interest in that from a national security perspective anyway.

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#199

Post by TuringNYC »

UncleOxidant wrote: post #192
ksec wrote: post #99

"Notable absent from that list is he fired Pat Gelsinger. Please just bring him back as CEO." - [1] 2012 on HN, when Paul Otellini Retired. "The only one who may have a slim chance to completely transform Intel is Pat Gelsinger, if Andy Grove saved Intel last time, it will be his apprentice to save Intel again. Unfortunately given what Intel has done to Pat during his last tenure, I am not sure if he is willing to pi…

Pat's a great guy and first class engineer, but I think it's just too late for him to turn Intel around at this point. The problems have become too entrenched. They needed someone like him at the helm 10 years ago. Apple's M1 shows that the world has passed Intel by. I wish him luck, though.

I recently purchased a MacbookPro w/ an M1 chip and i'm taken aback at the value/dollar, compute/power, compute/heat, compute/noise. I love the MBP-m1.

I realize that WinTel machines arent going anywhere because of entrenched business use -- but between NVIDIA GPUs for heavy workloads and M1s for day-to-day activities -- what is the feeling inside Intel right now? Is this like a Microsoft-Netscape moment in the 90s?

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#200

Post by icelancer »

swyx wrote: post #10

poor guy. stepped in way too late to catch up to AMD, now falling on his sword. Intel needs a Wartime CEO now. (that said i'm sure he's crying all the way to the bank with his millions so i'm not feeling too sorry for him)

Gelsinger can definitely be that Wartime CEO. If they let him do his job.
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