Thread regarding Intel Corp. layoffs

Intel’s blackberry moment

https://www.theregister.com/2023/10/27/intel_q3_2023/

We take all our competition seriously, but I think history is our guide here. We don't see these as potentially being all that significant overall," he added, a sentiment somewhat at odds with Microsoft which last week cited analyst research predicting Arm's PC market share will grow from its curernt 14 percent to 25 percent by 2027.

Which seems far from "pretty insignificant".

Pat G. Is a clown living in the year 1999.
Trillion dollar companies are coming directly after your bread and butter with far superior perf/watt and you say you’re not worried because of ‘history’

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| 1722 views | | 11 replies (last October 30, 2023) | Reply
Post ID: @OP+1pjifbrc

11 replies (most recent on top)

@1pda+1pjifbrc

Laptops outsell desktops by 4 to 1
Desktop volumes have been dropping steadily for the past 10 years.

If desktops mattered, Qualcomm would build a desktop chip. They could add even more compute to fill the desktop TDP and ki-l Intel that way.

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Post ID: @2aap+1pjifbrc

ARM's big problem on desktop was performance. Apple created a breakthrough design that fixed that. Some of those Apple employees left and started a company called Nuvia to create an ARM-based server processor. Qualcomm purchased Nuvia. Snapdragon X Elite is a Nuvia product.

You can talk about ARM breaking through on desktop all you want, but this is happening and we need to be prepared. The performance and battery life are too good this time.

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Post ID: @1omh+1pjifbrc

X86 was late to the smartphones & tablets and could never breakthrough.

Arm is in a similar situation with PCs.

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Post ID: @1hdt+1pjifbrc

ARM's problem is that they are late to the PC eco-system. They are also entering the market in a time with much better Intel Products. Ideally they should enter the market several years back when Intel was weak.

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Post ID: @1zzj+1pjifbrc

I think Pat's approach is right even though he sounded a bit arrogant. As we all know for PC, power consumption is not a critical factor. If that is the case, how come people go out to buy 400W Nvidia GPUs for gaming? You already have your phone that can fill the gaps for your compute needs. Once Intel launches Lunar Lake then Panther Lake, the performance will be comparable to (or better than) Arm's offering. Even though Arm might last 1.5 days vs Intel that might last 1 day, it doesn't make any difference. People need to sleep and they can use that time to charge it. Therefore, I think the efficiency argument only goes to some extent for PC. Hence for Intel, they need to focus on their execution and not to get distracted.

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Post ID: @1pda+1pjifbrc

This will be Pat when he tries to enter the kingdoms of heaven

He will be parroting another CEO and he will be equally infamous!

“ I couldn't see it," “…. the forecast was wrong and the volume was 100x what anyone thought."

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Post ID: @vqw+1pjifbrc

Compare to the company giving them a whoop @ss by out manufacturing them and enabling all their competitors!

“we do not slander our competitors ”

“we do not brag”

“ We tell the truth“

“we maintain an objective, consistent, and impartial attitude”

“We strive to build deep and enduring relationships with our customers”

Pat is the religious, odd for such a man who claims he is devout, more like disengenious!

“ The Lord will not let good people go hungry, but he will keep the wicked from getting what they want.“

You think Nvidia and Qualcomm got some motivational quotes for their employees ?

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Post ID: @btf+1pjifbrc

Here’s what a good CEO should say.

“We’ve always had competitors and we’ve been pretty successful in creating great products for the market. We feel that we can continue to create great products going forward.”

See? Was that so hard?

I guess if you’re fxcked, nothing he says matters, but this is going to tarnish the reputation even more than it has been tarnished already.

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Post ID: @nrq+1pjifbrc

The CEO shouldn't be saying things like "pretty insignificant" about the competition. Instead, the CEO should be talking about how the company is regaining it's former industry leading status and lose the arrogant attitude.

Arrogance and complacency is why Intel is where they are today, will they ever learn?

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Post ID: @aun+1pjifbrc

What do you want CEO to say, you want him to say we are f-c**d?

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Post ID: @usu+1pjifbrc

Still waiting on that "can of whoop a-s" that he was supposed to open on NVDA.

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Post ID: @ysy+1pjifbrc

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