Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

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

cnbc.com

Post reply on HN
Print view View original

221–230 of 331 posts

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

#221

Post by sulam »

gonehome wrote: post #198
AWildC182 wrote: post #195

Earlier quoted context omitted.

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.

I would LOVE them to be an American TSMC. Would save so much pain.

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

#222

Post by gonehome »

foobiekr wrote: post #203
gonehome wrote: post #198

Earlier quoted context omitted.

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.

With Intel's cashflow, they can do both without any difficulty. But yes, they should be the american TSMC.

I'm not sure they really can do both (because doing the TSMC model well intentionally excludes the other).

Part of TSMC's offer is that they won't do design, they won't compete with you on design etc.

They specialize in the best possible fab and service for your design and that's it.

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

#223

Post by nicoburns »

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.

They still have a lot of money in the bank (and more coming in). I see no reason why they can't turn things around if the right people are in charge.

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

#224

Post by xiphias2 »

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…

I would love a RISC-V laptop, but only if the vector and matrix extensions can be used for training and inferring neural networks. Having separated vectorized processing for CPU (SSE) and a neural engine doesn't make sense to me.

I want to be able to train NNs with a laptop that can normally last 20 hours.

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

#225

Post by nicoburns »

UncleOxidant wrote: post #204
felipesoc wrote: post #197

Earlier quoted context omitted.

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

Don't forget Keller's contributions there. It was a much smaller operation so it was easier for a couple of people to change it. Intel, on the other hand, is a supertanker that's going to be very difficult to turn around in time.

Consider how quickly Nadella turned around Microsoft. It's not impossible.

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

#226

Post by gonehome »

geogra4 wrote: post #214
gonehome wrote: post #170

Earlier quoted context omitted.

Interesting - you think he can pull this off? It'll be interesting to see what happens, I had written them off as on the path of inevitable decline and irrelevance. If they have someone as CEO who understand the existential threat they're facing from everywhere maybe they'll survive. The irony of the other top comment is that the AMD threat wasn't the competitive threat that mattered. AMD is also screwed.

Why would amd be screwed?

My long term bet is on M1 and ARM/RISC5 for the future.

x86 is on the way out and can't compete on power or performance. In the end RISC won, it just took a while to get there.

As things trend that direction AMD and Intel don't really have much to offer, they're competing on legacy tech.

With TSMC providing fabs for designs from anyone, the serious players don't need AMD or Intel. Apple has a massive lead here, but others watching this will follow it.

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

#227

Post by reb »

microtherion wrote: post #219
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.

"It's just too late to turn them around" is pretty much what people said about Apple when Steve Jobs returned, though (in fact, it's more or less what I thought as well). As Adam Smith said, "there is a great deal of ruin in a nation", and likewise, big companies generally get more opportunities to reinvent themselves than one would expect.

> As Adam Smith said, "there is a great deal of ruin in a nation"

Tired brain read this as "there's a great deal in a ruin of a nation." Close enough, I guess?

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

#228

Post by somethoughts »

microtherion wrote: post #219
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.

"It's just too late to turn them around" is pretty much what people said about Apple when Steve Jobs returned, though (in fact, it's more or less what I thought as well). As Adam Smith said, "there is a great deal of ruin in a nation", and likewise, big companies generally get more opportunities to reinvent themselves than one would expect.

Similarly some (many?) thought Microsoft was a lost cause due to Ballmer (sales/business development background), but they seem to be doing okay under Nadella (engineering background). That said, only time will tell.

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

#229

Post by UncleOxidant »

nicoburns wrote: post #223
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.

They still have a lot of money in the bank (and more coming in). I see no reason why they can't turn things around if the right people are in charge.

Convince Keller to go back to Intel too and I'll think there could be a chance. (not likely to happen, of course)
Post reply on HN