http://tomshardware.com/tech-industry/fire-the-intel-board-and-rehire-pat-gelsinger-argues-former-intel-ceo-craig-barrett
12 replies (most recent on top)
@c0 How…ahem, “creative” are you willing to get?
CB still alive?
How can bod be removed
@be for CEO. Best synopsis yet.
CB is out of touch - much like he was during his tenure at Intel.
Foundry presents a fundamental conflict of interest. They will optimize for x86 CPUs first and everything else later. This is a huge problem especially when high volume smartphones need different kinds of transistors. Also, high volume GPUs need yet other requirements.
Second, foundry requires exceptional customer service. This means listening (not lecturing) customers. Deep partnerships need cultivation and collaboration. This is so anti-Intel. Also, product teams will directly compete with customers which will impede collaboration.
Third, foundry requires industry standard tooling, PDKs, libraries, CAD tools, methodologies and so on. The custom tool culture at Intel needs a major overhaul.
Fourth and most important. Developing a leading edge fabs is colossally expensive. You need SO MANY units to recover costs. You’re going to be in the hole for a long time (possibly forever - meaning bankruptcy) if you cannot overcome the above headwinds. No one is going to risk their core business on an unproven foundry. There’s no trust. A history of mis-steps. Conflicts of interest.
Intel has so many headwinds. It can’t just match TSMC. It needs to exceed them in every metric. All signs point to this just not happening.
Ok… now look at the valuation of fabless companies. Some are many multiples of Intel’s current value.
I think realistic scenario is to divest the fabs to do non-leading edge development and scale back all of the ridiculous capex.
Then that will unlock product team value. PCs aren’t going anywhere and has room for multiple suppliers like Intel, AMD and now Apple, Qualcomm and Nvidia on the ARM side.
Good show is coming at Intel. When do we can see live action fighting between its BOD and CEOs ?
I have a modest proposal
First, it’s both true that firing Pat made things worse AND bringing him back would make things worse still. Just because parting with him was a bad call doesn’t make bringing him back a good one
Next, fire the board. At every site do a survey who loves their department managers put the positive ones in a hat and one per site this is your new board
You’re welcome.
Maybe he is correct this time. Let fire the stupid BOD immediately
I hope he does not involve with the operation of Intel any more. He is worse than the board that he wants to fire.
The BOD needs to have an emergency meeting to determine what they are going to do about Grandpa.
Clearly he needs to be moved to assisted living.
I completely disagree with Craig Barrett
Says the guy who initiated the mess in the first place.
He should have enough self awareness to recognize that he initiated the value destruction of the company, then pushed to have Otelini be the next CEO.