Thread regarding Intel Corp. layoffs

@48b+1jgmd0rff Their transition to Jaguar Shores seems like the right move.

Not everything they do is stupid.

NVDA is offering rack scale solutions and INTC is playing catchup, and still so far behind that they should be doing fast iteration, and that is what Jaguar Shores is.

I guess some would like to see them give up on GPU, but what they are doing is exactly what a company that wants to become competitive should do.

Never thought much about MJ, but like many other senior managers it is hard to tell how much of the f'd upper management is actually to blame.

Her description of products and markets sounds appropriate. They are simply not yet winning, so give it some more time.

She downplayed falcon shores because she cancelled it.
When GPU is the future of compute….intel decides not to play.

What a fu--ing mess - please fire them all and start again .. I can do interviews in the parking lot. Existing management need not apply

Here is a crazy idea that is absolutely foreign to Intel executives... Be quiet and make great products.

When you su-k, nobody cares what you think.

She's "Interim CEO", and as such, has fiduciary responsibility to keep her pie hole shut

She’s way better then Pat

More genius comments from MJ on falcon shores.

“Is it going to be wonderful? No, but it is a good first step in getting the platform done,” Intel interim co-CEO Michelle Holthaus said at a financial conference held by Barclays on Dec. 12.

So, why would anyone buy this then?
Why are you even wasting everyone’s time and money on something half baked? Just unbelievable.

A customer might like the fact Intel is the first bunny to use their newer advance node and if Intel designs are able to yield well, that's a great selling point.

No.
A customer has different requirements vs. Intel and will want to evaluate on those metrics.
Apple wants mobile phones.
Nvidia wants GPUs and so on.
In fact, most whales do not give a sh!t about CPU transistors optimized for PCs and servers.

This is like the alternate reality of having R James run Intel instead of BK. Or a less capable James. Instead of 2-in-a-box RJ and BK, it's now MJH and DZ.

Now I know why investors value Intel at less than book value, despite subsidies of tens of billions in US taxpayer money.

She is right. Both new companies will fail if the current Intel is split. The design side doesn't have products to be competitive... client and server markets are mature so not much new advancement that the competition isn't already providing for less money. IFS doesn't have enough customers to survive on its own.

A problem with her position is that if IFS is truly independent then the Intel design side shouldn't have access to anything in advance of other foundry customers. This is exactly what potential customers are hesitant about. If Intel has to make a choice it will always put their products at the head of the queue.

Statements like this only reinforce customers decisions to stay with a foundry that won't be competing with them on the product side. This is a good example of Intel's leadership not having a clue about why people don't want to work with Intel.

She's smart, she's really smart!

Is "giving the company’s designers EARLY access to new manufacturing processes" still the case? It gives the feeling of sitting on the fence and has no clue and/or gut to take substantial actions.

A customer might like the fact Intel is the first bunny to use their newer advance node and if Intel designs are able to yield well, that's a great selling point. The bigger problem which Intel foundry will have to address is the wafer capacity. They will have to guarantee that customers will not be denied promised wafers, in case Intel chips start to do well and the demand picks up. Considering the demand of Intel chips is on the decline and the access capacity they are building will have plenty of supply, I don't think that'll be an issue. MJ and D - as co-CEOs need to sell the it well to the market. They need guidance from all the "so called" foundry experts they have hired from IBM, GF and Micron. It's not just the CEOs but the top leadership that needs to step up and have a plan A, B and C. So far - it doesn't seem like there is any clarity. That's because all of them are meeting or exceeding their goals or as Intel refers to OKRs. Would be nice to see lots of RED when they are showing their accomplishments.