Thread regarding Intel Corp. layoffs

I wonder if he still hears the Intel Bo-g/Jingle in his sleep.
Probably just wakes up to the smell of money and Jesus nowadays. 😊

@at I agree that adding more excess capacity was not a solution to the issue of lack of demand. Pat and others like him from the 1990s mistook market dominance for how to develop sustainable strategy.

What he should have done is to use the Oregon fabs to create 18A, then let market demand drive even getting started on the Ohio site, while building the AZ site.

The whole notion of bulking up headcount, to get caught up on nodes, is a 1990s strategy. What was needed, and now seems to be happening, is to downsize TD in order to eliminate the useless layers of management. That speeds up velocity at much lower cost.

When LBT was on the Board, if Pat had simply taken his advice, he might still be CEO, although his choice of upper management was as slipshod as the decisions they made.

There is a reason Intel is referred to as IBM 2.0. It needs to completely wipe out the old set of managers and strategies, and that is what LBT seems determined to do.

The new structure may also fail, but the old one was destined to fail.

Pat has a very long and ultra skinny veiny weiner. It looks like a witches index finger

@OP I think any effort to rebuild IDM 1.0 was doomed to fail.

I like Pat, but his best chance at being CEO was when they passed him over for Otellini.

Pat even brought back old managers, who pretty uniformly failed to get anything done. It just ended up being a bag of snakes, squandering what little resources the company still had. That's on Pat, and so he was rightfully canned.

An outsider like LBT is the right person, totally willing to get rid of old org structures, presses and capabilities.

He seems likely to leave the company with less capacity than it needs to grab all the revenue possible, but breaking from the IDM 1.0 strategy of maintaining excess capacity in people, products and manufacturing was driving the company into a ditch.

That made sense when the company dominated their markets, but no longer.

The ancient wisdom says dont count your grain when you have capital misallocation, bolweevles, and blight problems.

LBT is a con artist! He wants to take shortcut to become rich! It took NVDIA 8 years after the first AI chip delivery to for market to realize the potential!

That ish was hare brained and everyone could see it