P
Portland
Guest
Pat Geslinger seems mediocre.
Change of CEO at Intel announced
- Thread starter Arthur Hanson
- Start date
Bill Martin
Member
Intel over past 7 years (yes, Swan along with BK's reign) significantly crippled Intel's integrated design and manufacturing duopoly. Without any change, Intel would have followed in the steps of AMD. With Pat returning; growing up and fully understanding the 'old' culture; with a stockpile of cash; Pat has some time to see if he can restart the duopoly that was so critical to Intel's fortunes.
In my opinion, anyone on the BoD that put Swan in as the permanent CEO of Intel, should be removed. Those BoD members did significant damage to Intel, their employees and (yes, even) shareholders. Very stupid decisions and knee jerk reaction (we need to do something now)...
In my opinion, anyone on the BoD that put Swan in as the permanent CEO of Intel, should be removed. Those BoD members did significant damage to Intel, their employees and (yes, even) shareholders. Very stupid decisions and knee jerk reaction (we need to do something now)...
I'm not so sure Pat's core strength is fab technology, though he is a very sharp guy and will at least bring a technology and product vision to a longtime rudderless ship. Maybe TSMC will bail them out and buy out their fabs? But worse, I'm not so sure he can so easily step back in and right the ship these days, with a management network of posers and toadies that Krczanich wove deeply into a once technocratic culture.Good backstory on the new Intel CEO:
Who is new Intel CEO Pat Gelsinger?
VMware CEO Pat Gelsinger is returning to Intel, where he worked for 30 years, as the CEO replacing Bob Swan.fortune.com
Bill Martin
Member
But I believe Pat will understand the tightly coupled Design (which he was over) and Fabrication to get devices that are required. So he can dig in much deeper than Swan or even BK and able to ferret out problem people and replace them quickly before more damage....but time will tell.
No question, Pat is several 'rungs' above Swan's capabilities...
hist78
Well-known member
Is Pat allowed to have enough time to rebuild Intel to prove the pure IDM model is a winning strategy?
Intel's major customers won't wait for that because they want to use fabless model to control their own destiny. Intel's competitors definitely won't stand still either because they already saw the strength, possibilities, and profit the fabless model has brought to them.
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Gelsinger's return to Intel 'is like Steve Jobs' second tour of duty at Apple'
Soon-to-be-former VMware head Pat Gelsinger’s return to Intel as its CEO is a decision that’s been heralded by some analysts as the right move for the semiconductor giant.
Let's hope so.
hist78
Well-known member
In that article:Gelsinger's return to Intel 'is like Steve Jobs' second tour of duty at Apple'
Soon-to-be-former VMware head Pat Gelsinger’s return to Intel as its CEO is a decision that’s been heralded by some analysts as the right move for the semiconductor giant.www.reseller.co.nz
Let's hope so.
"As the soon-to-be former CEO of VMware, virtualisation is another area that Gelsinger is no doubt proficient in. This proficiency is likely to come in handy in the years to come, as the report claimed that virtualisation is likely to take off in the near future. "
It's odd. Virtualization has been around and prosperous for a while. In a way the wide adoption of cloud computing is the proof of that. Is the author just coming back from a 10-year vacation?
A bit of necro here - but given the "new for 2025" Intel CEO announcement, I wanted to see how sentiment compared to what happened in 2021.
It looks like optimisim is higher for Lip-Bu Tan, but so is the challenge he is facing vs. what Pat was facing. Everyone here talked about process problems but Lip-Bu certainly faces financial crises. Intel still had a strong war chest and balance sheet in early 2021, though clearly worsening.
Also some comments that INTC was up 10-20% after Pat's announcement also.
It looks like optimisim is higher for Lip-Bu Tan, but so is the challenge he is facing vs. what Pat was facing. Everyone here talked about process problems but Lip-Bu certainly faces financial crises. Intel still had a strong war chest and balance sheet in early 2021, though clearly worsening.
Also some comments that INTC was up 10-20% after Pat's announcement also.
I think what is important is that someone really looks after share holders instead of some other ideology.
delong.height
Active member
Pat was undoubtedly a bigger problem. What Lip Bu face today is much smaller today. Financial problem are easy to figure out, not so much for technology.
I am much more optimistic about Lip-Bu. In fact, the more I think about it the more optimistic I am. Lip-Bu does not need the money, he is doing this for the greater good of the semiconductor industry and to cement himself as one of the great Silicon Valley CEOs, absolutely.
siliconbruh999
Well-known member
I hope he does I want to buy cheaper electronics
I've read his introduction letter a few times, and it really reads like someone with high EQ - which is a really needed at Intel leadership right now. I've seen a company (first hand) really turn around and energize with a new CEO who both respected the people and the technical at the same time..
He seems like a really solid choice regardless of alternatives.