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Intel announces retirement of Pat Gelsinger

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Re: Intel announces retirement of Pat Gelsinger

#481

Post by PaulHoule »

phkahler wrote: post #94
etempleton wrote: post #64

I feel like this is a mistake. Pat's strategy is aggressive but what the company needs. Intel's stock is jumping at this announcement, but I look at it as a bad signal for Intel 18a. If 18a was looking to be a smash hit then I don't think Pat gets retired. If 18a is a success then it is an even more short-sighted decision by the board. What this likely means is two-fold: 1. Intel 18a is being delayed further and/or t…

>> If 18a is not ready I think the best case scenario for Intel is a merger with AMD. Aside from the x86 monopoly that would create, I don't think Intel has much of value to AMD at this point other than the fabs (which aren't delivering). IMHO if Intel is failing, let them fail and others will buy the pieces in bankruptcy. This would probably benefit several other companies that could use 22nm and up fab capacity and…

Intel GFX held back the industry 10 years. If people thought Windows Vista sucked it was because Intel "supported" it by releasing integrated GPUs which could almost handle Windows Vista but not quite.

The best they could do with the GFX business is a public execution. We've been hearing about terrible Intel GFX for 15 years and how they are just on the cusp of making one that is bad (not terrible). Most people who've been following hardware think Intel and GFX is just an oxymoron. Wall Street might see some value in it, but the rest of us, no.

Re: Intel announces retirement of Pat Gelsinger

#483

Post by Sohcahtoa82 »

shrubble wrote: post #267

Here are 2 things I have noticed that seem obvious weaknesses: 1. Looking at the CyberMonday and BlackFriday deals, I see that the 12900K and 14900* series CPUs are what is being offered on the Intel side. Meanwhile AMD has released newer chips. So Intel has issues with either yield, pricing or other barriers to adoption of their latest. 2. The ARC GPUs are way behind; it seems obvious to me that a way to increase us…

> Meanwhile AMD has released newer chips.

Your comment confuses me. BOTH have released newer chips. Intel with the Core Ultra 200 series and AMD with Ryzen 9000. Neither are going to be on Black Friday sales.

> So Intel has issues with either yield, pricing or other barriers to adoption of their latest.

How does not putting their latest chips on sale indicate trouble selling them?

Re: Intel announces retirement of Pat Gelsinger

#484

Post by alephnerd »

hintymad wrote: post #435
paxys wrote: post #418

The CEO of a public company is a glorified cheerleader. Doing the right things is half the job, convincing people you are doing the right things is the other half. Considering Intel's share price dropped 61% under Gelsinger's tenure, no matter the work he did towards the first half, it's pretty clear he thoroughly failed at the second. They desperately need someone who will drive back investor confidence in the compa…

> The CEO of a public company is a glorified cheerleader. I find this view limited. If we look at the most successful tech CEOs, they all personally drove the direction of products. Steve Jobs is an obvious example. Elon pushes the products of his companies so much that he even became a fellow of the National Academy of Engineering. Jeff Bezos was widely credited as the uber product manager in Amazon. Andrew Grove pu…

0-to-1-ing a company is different muscle from managing an established company.

Revenue expectations, margins expectations, and investors are entirely different between the two.

This is why most founder CEOs tend to either get booted out or choose to keep their companies private as long as possible.

Re: Intel announces retirement of Pat Gelsinger

#485

Post by __d »

CoastalCoder wrote: post #250
ethbr1 wrote: post #135

Earlier quoted context omitted.

Not entirely true. It just requires that Intel retain a 51% stake in any split foundry company.

I wonder about the details of this. For example, could "Intel A" continue to own the foundries, split off "Intel B" as the owner of the product lines, and then do some rebranding shenanigans so that the CPUs are still branded as "Intel"?

eg. HP and HPE.

I don’t know if it’s legally possible, but HP shows the branding bit can kinda work.

Re: Intel announces retirement of Pat Gelsinger

#486

Post by trhway »

osnium123 wrote: post #223
etempleton wrote: post #64

I feel like this is a mistake. Pat's strategy is aggressive but what the company needs. Intel's stock is jumping at this announcement, but I look at it as a bad signal for Intel 18a. If 18a was looking to be a smash hit then I don't think Pat gets retired. If 18a is a success then it is an even more short-sighted decision by the board. What this likely means is two-fold: 1. Intel 18a is being delayed further and/or t…

The mistake Pat Gelsinger made was that he put his faith in the American manufacturing workforce. Very sad.

Nope. From what i heard from VMWare he was just a bad manager. He seems to be just a person skillfully playing org game, yet when it came to deliver he just flopped.

The struggling companies with totally rotten management like to bring such "stars" (pretty shrewd people who built themselves a cute public image of supposedly talented engineers who got promoted into higher management on their merits) - Yahoo/Meyers come to mind as another example - who de-facto complete the destruction of the company while the management rides the gravy train.

Re: Intel announces retirement of Pat Gelsinger

#487

Post by roenxi »

cogman10 wrote: post #114
phkahler wrote: post #94

Earlier quoted context omitted.

>> If 18a is not ready I think the best case scenario for Intel is a merger with AMD. Aside from the x86 monopoly that would create, I don't think Intel has much of value to AMD at this point other than the fabs (which aren't delivering). IMHO if Intel is failing, let them fail and others will buy the pieces in bankruptcy. This would probably benefit several other companies that could use 22nm and up fab capacity and…

Yeah, what both companies would need to be competitive in the GPU sector is a cuda killer. That's perhaps the one benefit of merging Antel can more easily standardize something.

This meme comes up from time to time but I'm not sure what the real evidence for it is or whether the people repeating it have that much experience actually trying to make compute work on AMD cards. Every time I've seen anyone try the problem isn't that the card lacks a library, but rather that calling the function that does what is needed causes a kernel panic. Very different issues - if CUDA allegedly "ran" on AMD cards that still wouldn't save them because the bugs would be too problematic.

Re: Intel announces retirement of Pat Gelsinger

#488

Post by kjellsbells »

cedws wrote: post #402
kjellsbells wrote: post #78

Sad to see Gelsinger go, but despite the churn, I don't think Intel is doomed. At worst, per their most recent Q3 results, I see $150Bn in assets and $4Bn in outstanding stock, and I see the US Gov (both incoming and outgoing) gearing up for a long war against China where Intel would be an asset of national importance. My back of envelope calculation says Intel should be about $35 a share (150/4). If they stumble whe…

Interested in your opinion, since TSMC has fabs in the US now, are Intel still relevant even in the context of a Chinese invasion of Taiwan?

I would say yes. Speculation follows: If the unthinkable happens, and assuming it devolves into a cold rather than a hot war (eg the Trump administration decide not to send soldiers and weapons to Taiwan but let the Chinese have the island), then US TSMC is appropriated, Intel or AMD or Qualcomm are told to run it, and all three are instructed to ramp up manufacturing capacity as aggressively as possible. If it's more like the status quo saber rattling, then I think USG would still want a 100% domestic supplier to be acting as a second source for the local economy and a primary source for anything the defense-industrial complex needs.

Re: Intel announces retirement of Pat Gelsinger

#489

Post by paxys »

hintymad wrote: post #435
paxys wrote: post #418

The CEO of a public company is a glorified cheerleader. Doing the right things is half the job, convincing people you are doing the right things is the other half. Considering Intel's share price dropped 61% under Gelsinger's tenure, no matter the work he did towards the first half, it's pretty clear he thoroughly failed at the second. They desperately need someone who will drive back investor confidence in the compa…

> The CEO of a public company is a glorified cheerleader. I find this view limited. If we look at the most successful tech CEOs, they all personally drove the direction of products. Steve Jobs is an obvious example. Elon pushes the products of his companies so much that he even became a fellow of the National Academy of Engineering. Jeff Bezos was widely credited as the uber product manager in Amazon. Andrew Grove pu…

All the CEOs in your example did some great work, yes, but also created a cult following around themselves. They were all shareholder darlings. Most of them are featured in business school textbooks as examples of how to run a company. All this kind of proves the point I'm trying to make. Just being involved in products isn't enough, not by a long shot. You need to make investors go "Steve Jobs is in charge, so the company is in good hands". If you can't do that, you may as well be a mid-level product manager or director or VP doing all those same things.

Re: Intel announces retirement of Pat Gelsinger

#490

Post by ahartmetz »

hedora wrote: post #254
CuriousCosmic wrote: post #92

Earlier quoted context omitted.

Maybe they'll sell Intel to Northrop Grumman /hj

Probably should add GMC in there. I heard they’re building a iOS / android replacement. Think of the vertical integration! I’m picturing a boot-looping cargo plane full of hummers dropping like a stone — doesn’t get much more vertically integrated than that. Think of all the layers they can eliminate.

"Vertical velocity" is the new buzzword in professional businessing
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