Thread regarding Intel Corp. layoffs

The good and bad of Pat

What can convince a former rock star and heir apparent CEO who left for so long and became a chief to return to his old kingdom?

Was it money, sure there is a lot I and sure, look what BS was paid knowing nothing

Is it love, he has been gone a longtime as are many of his key minions and loves all disposed by the last two CEOs

Chance to become a legend like Lisa ?

Remember to be nimble you need to have the tools and infrastructure.

Designs and products thane two years, products thru 2023 are pretty much all set unless....

Process like 10nm, 7nm are cast, it will take huge re-engineering and schedule reset to change 7 and never 5nm.

What could happen, Pat has credibility and reputation to do some major amputation and refocus the company.

Easiest negotiate and commit to huge outsourcing and cut out TMG, Bob and the rest of the BoD and senior management haven’t the credibility.

Refocus using the huge Foundry Ecosystem to enable a pivot of designs at faster cadence. Money talks and the intel cash machine is larger than anyone so it can get them to the front of the line anywhere.

Big changes are coming and it has to be a smaller and more nimble company.

IBM never really made the pivot, Bell Labs, Motorola and others worse.

AMD and Nvidia is a study in what it needs to become.

Pats new legacy can only be in that mold, no other works

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| 3004 views | | 8 replies (last January 13, 2021) | Reply
Post ID: @OP+18TooJc9

8 replies (most recent on top)

@doy+18TooJc9

No change but just a purge, Intel is finished for sure than

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Post ID: @llp+18TooJc9

@ksn+18TooJc9

“When a manager with a reputation for brilliance tackles a business with a reputation for bad economics, the reputation of the business remains intact”

Pat is a good guy maybe even brilliant but the can’t change the fundamentals.

Actually even more interesting why he would come back now versus the first time. Three years ago it was 50:59 he could resurrect intel, now less than 2% chance, still a FUBAR

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Post ID: @ifq+18TooJc9

So is it a Tik or a Tok coming up...will INTC beat AMD...doubtful. Will ARM eat the low end..yes, Nvidia the high end, yes.....being chewed on bottom, top and middle...makes life interesting.

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Post ID: @ksn+18TooJc9

Anybody know if Pat supports WFH? Has VMW been WFH?

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Post ID: @sov+18TooJc9

Pat will clean up charlatans, imposters, a– kissers in the technical orgs. We have many.. who don’t know their a– from their elbow. They were having a great time with the non-technical CEO and in fact 2 previous non tech intel CEOs (BK, Paul) talking ambiguous c-ap (Aka making things understandable, good story telling) Bob encouraged and promoted charlatans even more than those.

Pat will also clean up DCG and IOTG people who bring no domain and market expertise. After many years, people within the DCG cloud segment and Xeon are still clueless about workloads. Give me a break. This is after having architects, fellows, sr principle engineers, planners teams, promotions,...covering 5-6 top hyperscale companies. They still have no freaking idea. But they have a lot of ideas on how to self promote. See weekly.

I am very hopeful. If Pat does only these two clean ups, it will be tremendous benefit to intel. Stock is already up. Market agrees.

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Post ID: @mct+18TooJc9

Pat's biggest challenge will be restructuring the bloated management structure to focus on moving the company forward rather than their own political and financial agendas.

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Post ID: @juf+18TooJc9

Intel faces more challenges from more directions than it’s seen in decades. Engineering focus is great, but some major strategic changes are called for, as well as some major restructuring. Bob was a caretaker autopilot CEO. It’s time for a strategic vision.

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Post ID: @aeu+18TooJc9

Patrick Moorhead says, "I am not foreseeing any major strategic changes with Gelsinger, but I do expect him to focus on the company's engineering culture and get it back to an execution culture."

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Post ID: @doy+18TooJc9

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