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Intel announces retirement of Pat Gelsinger

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Re: Intel announces retirement of Pat Gelsinger

#591

Earlier quoted context omitted.

We are at the perfect moment to re-embrace software rasterizers because CPU manufacturers are starting to add HBM and v-cache. An 8K 32bpp framebuffer is ... omg 126MB for a single copy. I was going to argue that a software rasterizer running on vcache would be doable, but not for 8k. For 4k, with 32MB per display buffer, it could be possible but heavy compositing will require going out to main memory. 1440p would be…

Does 4k matter? I was doing a11y work for an application a few months back and got interested into the question of desktop screen sizes. I see all these ads for 4k and bigger monitors but they don't show up here https://gs.statcounter.com/screen-resolution-stats/desktop/w... And on the steam hardware survey I am seeing a little more than 5% with a big screen. Myself I am swimming in old monitors and TV to the point w…

All the browsers on my machine report my resolution as 1080p despite using 4k. I assume this is because I run at 200% scaling (I believe this is relatively common among anyone using a 4k resolution)

If the above-linked website uses data reported by the browser, I wonder how this scenario might be taken into consideration (or even if such a thing is possible)

Re: Intel announces retirement of Pat Gelsinger

#592

I am amazed -- stunned -- how many people here seem to think that Gelsinger was the right person for the job, but wronged by the people who pre-dated him (BK?!) or the CHIPS act (?!) or other conditions somehow out of his control. Gelsinger was -- emphatically -- the wrong person for the job: someone who had been at Intel during its glory days and who obviously believed in his heart that he -- and he alone! -- could…

I agree. I don't see him having achieved anything particularly noteworthy over his tenure.

I'm not sure where Intel needs to go from here - ultimately lots of problems are solved if they can just design a solid CPU (or GPU) and make enough of them to meet demand. Their problems recently are just down to them being incapable of doing so. If their fab node pans out that's another critical factor.

Intel still has tons of potential. They're by no means uncompetitive with AMD, really. The fabs are a millstone right now, the entire reason they as cheap as they are until they can start printing money with them. It does feel like they don't have any magic, though, no big moonshots or cool projects left since they basically killed all of them :(.

Re: Intel announces retirement of Pat Gelsinger

#593

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…

how do you calculate share prices? curious

Re: Intel announces retirement of Pat Gelsinger

#594

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…

how do you calculate share prices? curious

Its very back of envelope. Basically price to book value, except I didn't account for liabilities. 150B assets divided by 4B shares implies one share should account for 150/4 = $37.50-worth of the business. Its a quick sanity check but absolutely not a robust yardstick!

Re: Intel announces retirement of Pat Gelsinger

#595

Earlier quoted context omitted.

>In the mean time, AMD/ARM already won phones, table and game consoles. Don't forget laptops. Intel has been terrible on laptops due to their lack of efficiency. AMD has been wiping the floor with them for years now. 2024 is the first year that Intel has released a laptop chip that can compete in efficiency. I hope Intel continues to invest in this category and remain neck and neck with AMD if we have any hope of hav…

I doubt most people actually care about efficiency in a laptop. My wife is my anecdotal example. She's had a mac for years but refuses to give Apple one more penny because they've been awful - had to replace her previous laptop motherboard 7 times until we finally had to sue Apple in a class action which resulted in them sending her current 2015 MBP, which has now aged-out of MacOS updates. Sucks that this computer i…

I have plenty of people who care. Why? They always forget to plug in their laptop and then they want to open it and it's dead. Not to mention, x86 Windows machines do a poor job going to sleep.

Handed the wife M2 Macbook Air and she's thrilled how little she has to plug it in. She goes weeks between charges sometimes.

Re: Intel announces retirement of Pat Gelsinger

#596
post #235

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…

>I feel like this is a mistake. Pat's strategy is aggressive but what the company needs. He's also 63. Has plenty of money to survive the rest of his life. Has eight grandchildren. There's so much more to life than business. What's to say he doesn't want to simply enjoy life with more connection and community to loved ones around him?

He got fired, dawg. This is like being told that someone is sleeping with the fishes and concluding that the guy just finds lying in bed next to a bunch of sturgeon the most relaxing way to sleep.

Re: Intel announces retirement of Pat Gelsinger

#597
post #55

Earlier quoted context omitted.

Intel needed to be split in two as well, which Gelsinger only half-heartedly did. He split the company into two functions - foundry and design, but didn't take that to its logical conclusion and split up the company completely.

> Intel needed to be split in two as well Wouldn't that just pretty much guarantee that the foundry business would fail since Intel wouldn't have any incentives to shift most of their manufacturing to TSMC? The same thing happened with AMD/Global Foundries..

Yep, one business line is an albatross around the other. Some think this means it’s better they stay together. Others think you can save one by separating the other.

I, personally, found my life to improve when we decided that the cleaning lady could be someone from outside the marriage.

Re: Intel announces retirement of Pat Gelsinger

#598

Earlier quoted context omitted.

'cept for Linux.

GNOME 3 had a hardware accelerated compositor on release in 2011.

Ubuntu came with Compiz by default in 2007: https://arstechnica.com/information-technology/2007/11/ubunt...

“Ubuntu 7.10 is the first version of Ubuntu that ships with Compiz Fusion enabled by default on supported hardware. Compiz Fusion, which combines Compiz with certain components developed by the Beryl community, is a compositing window manager that adds a wide range of visual effects to Ubuntu's desktop environment. The default settings for Compiz enable basic effects—like window shadows and fading menus—that are subtle and unobtrusive. For more elaborate Compiz features, like wobbling windows, users can select the Extra option on the Visual Effects tab of the Appearance Preferences dialog.”

Re: Intel announces retirement of Pat Gelsinger

#600

I worked for 3 months for Intel. I can genuinely say that there is no saving that company. Recently, they are hiring many PhDs from various US universities (particularly Indians) to try to compensate (they offer generous stocks and are hiring like crazy right now). There are two major problems I saw: lack of genuine interest in fabs (most people are there for the Intel name and then leave or in the case of Indians, t…

> lack of genuine interest in fabs - most people are there for the Intel name

I can actually believe this. Of most of the rest of the arguments, that tend to be rather vague, and wave at implementation, or some stock related motivation (like we need TSMCs business), a lack of genuine interest in the employees that was not sold to them or the market especially effectively seems fairly believable.

Most people are there for the chips, for making great designs in silicon, and being market leaders in CPU architecture. Not running the equivalent of an offshoring division making other people's stuff.

The entire implementation has seemed rather haphazard and not sold with much real motivation. Honestly, the entire situation feels a bit like Afghanistan (if that's a bit incendiary)

Nobody really knows why they're going. Nobody really knows what they're trying to accomplish. The objectives on the ground seem vague, ephemeral, and constantly changing. There's not much passion among the ground troops about the idea. The leaders always seem to be far away, and making strange proclamations, without actually putting boots in the dirt. The information released often feels multiple personalityish, like there's far too many cooks in the kitchen, or far too many puppeteers pulling strings in every direction. And afterward you find out it was mostly some dumpster fire driven by completely different motivations than what were publicly acknowledged.

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