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There is a pretty good discussion happing here between the lines on some of the factors impacting the economics of foundry.
I think...
Aug 19, 2025
M
At the time, I thought that DEC management missed the boat of PC market and Compaq basically ruined DEC business (I was using the VAX...
Aug 19, 2025
M
He always looks to get a better deal.
Aug 19, 2025
I
But to who? Who -- apart from AMD -- could make use of them? The barrier to a successful x86 CPU market entry is enormous, as all the...
Aug 19, 2025
Then Compaq bought DEC for $9.6B cash in 1998 and failed. HP bought Compaq in 2002 for $25B in stock and the brand died a slow death. I...
Aug 19, 2025
M
Like I said, how big a problem this is depends on the chip design. There's a fundamental thermal problem with BSPD if you have small...
Aug 19, 2025
M
I believe that was called "Fab 7".
Aug 19, 2025
K
Gelsinger was a "champion" of Larrabee, but he did not lead it or architect it. Doug Carmean was the chief architect. Gelsinger liked...
Aug 19, 2025
K
Jensen would have done a massive re-org like Lip-Bu for sure. Nvidia has a very flat organization. BK was the worst Intel CEO of all...
Aug 19, 2025
K
I lobbied for that before Intel hired BK. That would have been epic. Jensen Huang running Intel? This was in May of 2003. Intel would be...
Aug 19, 2025
S
Gelsinger was a "champion" of Larrabee, but he did not lead it or architect it. Doug Carmean was the chief architect. Gelsinger liked...
Aug 19, 2025
Gelsinger was a "champion" of Larrabee, but he did not lead it or architect it. Doug Carmean was the chief architect. Gelsinger liked...
Aug 19, 2025
S
Do you think Jensen will stick around? He seems like a go getter type who wants to build something from the ground up instead of taking...
Aug 19, 2025
Right, I remember that. Intel lost and ended up buying DEC's Hudson Fab and did a cross licensing deal. Intel also got DECs StrongArm...
Aug 19, 2025
O
There is a pretty good discussion happing here between the lines on some of the factors impacting the economics of foundry.
I think...
Aug 19, 2025