Thread regarding Intel Corp. layoffs

Pat is best possible chance for Intel...now or never

Retired after 30 yrs. Here's my point:
Andy Grove was everything you wanted in a CEO: 1) R&D for new technology aka Microprocessors, 2) TMG Manufacturing excellence aka fab process, 3) OpX aka no useless employees and 4) Marketing i.e. when Andy spoke industry complied
Craig Barrett was zero in 1 and 4, but very good in 2 and 3....so maybe ok. Intel coasted along but no future
Paul Ottelini was zero in 1,2,3 and thought he was good in 4..... Intel bloated in size. Actually he was bad in marketing also. He should have treated Apple as competitor then only rather than coming to the stage with a wafer to please Steve Jobs (remember anyone)? Apple had a reputation of squeezing its suppliers.
BK was zero in 1,2,4 but became CEO due to perception of 3. He did not even deliver on 3. Wrong choice, Pat should have been made CEO then. Intel started going down
BS...never mind, zero in all 4 for a hi tech company. He was wrong choice. The entire board needs to be fired for hiring BK

Pat is 5 years too late, but really the only choice from the old Intel who can turn around TMG and the Intel stock.

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Post ID: @OP+1959M7Bp

16 replies (most recent on top)

@dthj+1959M7Bp Don't forget the validation people thinking they are the cat's meow when they take 5 quarters to qualify a product after filling hundreds of pages of errata.

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Post ID: @doxu+1959M7Bp

@dkpe+1959M7Bp
" Intel's glory days they had one if not two nodes technology advantage over everyone. Even a poor design ( and there were many ) could leverage the superior process advantage PPAC to beat AMD, Nvidia and ARMy. This created a empire of poor designers and architects who produced very ordinary products that everyone thought was great. "

I agree intel designers are in general a below average group of monkeys and gorilla architects. Having a two to three year lead and tons of stepping to get something right and somehow they think they are great, LOL

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Post ID: @dthj+1959M7Bp

@deln+1959M7Bp agree in general but it is an insult to call intel designers "equally competent" with amd/apple/nvidia/etc, they are bottom of the barrel dregs

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Post ID: @dkpe+1959M7Bp

OP " Pat is 5 years too late, but really the only choice from the old Intel who can turn around TMG and the Intel stock."

Noodle this for a bit, what makes a good chip product is combination of great design and then manufactured cost effectively in a competitive process.

In Intel's glory days they had one if not two nodes technology advantage over everyone. Even a poor design ( and there were many ) could leverage the superior process advantage PPAC to beat AMD, Nvidia and ARMy. This created a empire of poor designers and architects who produced very ordinary products that everyone thought was great. Yeah there were some innovations. No remember everyone else was stuck one or two generation behind.

Spring forward to the last year or so, AMD, Nvidia and others all got 7nm, and Apple got 5nm to do serious product design. Where is Intel, still turning out big power hungry cores on 14nm and starting to get the taste of 10nm years late with 7nm also expected now years late.

How can Intel design compete agains the others with inferior design. Sorry the designers have now unique design secret, they are competing against equally competent designers at AMD, Qualcomm, Apple, Nvidia and others with superior process. The only reason Intel still makes money is they have x86 servers and client but AMD and Apple is showing what is possible with superior process.

The only way Intel climbs back in is to fix Hillsboro RD. Those guys are so broken, after being late with 14, even more late with 10, and showing they fixed nothing with 7nm also late. They are overworked, no vision nor leadership, the whole organization is totally a FUBAR.

Sorry Pat is no process wonder, and what can he do. There is no one person, or team he can bring in to fix LTD. They are a good two to three years behind and falling further and further behind.

The product team has no choice but move designs and pay top dollar to Samsung and TSMC to make stuff for any hope to compete.

Pat has lots of cheerleaders in both Intel and outside and likely everyone hopes he can bring them back, but sadly this is like believing the right leader could have rescued ATT, IBM, Kodak, Sun, etc.

The best Pat can do is do a Lisa and go fabless and use their unique position in X86, but what to do with the boat anchor called TMG and LTD? He needs to do it sooner than later, as they cost billions and squandered even more billions on terrible low ROI technology.

As the OP Pat would have been great, and had he been picked instead of BK maybe they'd have had a chance. He'll be a fine example of great executive can't execute a broken strategy if he goes the IDM route.

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Post ID: @deln+1959M7Bp

Pat definitely will fail he is competing with Lisa Su she isnt easy she has a PHD degree with many patents of her own
Zen 7 is already on the work there is no easy way to catch up regardless how much they put

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Post ID: @5ttj+1959M7Bp

@4wrq+1959M7Bp

Sadly my view a bigger bang is needed on silicon process. If 10, 7 and 5 came as they planned we’d have had Canon family 4 years ago and Ice two years ago and none of this discussion would be happening.

The root cause for the mess is in Ronler and they imploded like a black hole and s—ed Intel’s future into it, sadly no Big Bang there yet, but one is needed. No Rockstar can save resuscitate 10, recover 7 and aid 5, FUBAR

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Post ID: @4uha+1959M7Bp

PG brings Sunil Shenoy, and Glen Hilton, and will be more formerly Nehalem people. He is doing the right things for Intel. These people were part of Intel famous P6 (AKA Big Bang) project folks in 90's. Hopefully, they can repeat another "Big Bang", but the competition from AAPL is much stronger than before. It is going to be a long shot.

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Post ID: @4wrq+1959M7Bp

OP here: @1kja
Right on!

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Post ID: @2ygo+1959M7Bp

OP here:
@1axc
You nailed it. They need to relax on yield. Look at the TSMC stock. Nobody cares about yield. It is all marketing.

Pat are you listening? Just say 6nm is production worthy just like TSMC.

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Post ID: @2zns+1959M7Bp

Nope.

Pat will fail again. This time even bigger.

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Post ID: @1vhk+1959M7Bp

Pat failed miserably with larrabee. He will solve no problem.

You can stop daydreaming.

Just find a better company to work for. Intel is not your grand daddy. There is no need to stick with Intel like a super glue.

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Post ID: @1rhr+1959M7Bp

I was with TMG b/w 2008 and 2013, and from what I recall Pat is not a Si guy - he's architecture (JF) not Si (RA); AFAIK the current problems are on the Si/yield/defects side. And in that respect INTC ethos of high yield during shrink is doomed - for the last 10 years the rest of the world (tsmc, SEC) put up with much lower yields but kept their margins because they are not as bloated as INTC. I might be delusional but I believe my old company can get back to the edge of Si in 3-5 years (High-NA EUV) with a targeted burn of the fat, drastic relax on the yield specs, and focus on volume and WIP turns. I'd prefer PTD - whatever competence is left there - in the lead. But the PTD culture is all about yield ...

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Post ID: @1axc+1959M7Bp

@1kja+1959M7Bp
BK got about 4-5 years at job before his scandal was revealed
BS had almost 2 years before his bonus and payout surprised the market for the job he has done
and you all think PG can make miracle happen in 5 years?
do you even think PG can survive another 5+2 years? or he will be replaced within 3yrs?

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Post ID: @1orw+1959M7Bp

@1qzw+1959M7Bp - Nobody claimed Pat is a messiah. OP said he's the best hope, and I agree. But is the entire situation hopeless already? Without major changes it definitely is. With them it probably is.

The workforce isn't what it was years ago. Thanks BK. So much experience forced out. The smart people saw that it was time to leave, so they did. We all know how the replacements were hired, and that jobs were moved to geos where shenanigans matter more than output (thanks MR). Everyone is over-worked, there are way too many projects (and too many cancelled far too late), red tape is at an all-time high, and even GPTW was nuked. Just some of the reasons morale has been at record lows for years.

I'm trying to be a realist. Pat is walking into an utter dumpster fire of product development created by prior CEOs, and the army of workers that he has to fight it aren't ready for the task.

As I said, I think Pat is the best hope, and I'd love a "wow, that's a great plan" moment.

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Post ID: @1kja+1959M7Bp

C-ap in one hand and hope in the other, and see which fills up faster.

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Post ID: @1sks+1959M7Bp

Pat is a lose who threw a fit and ‘retired’ from the company so that he does not lose any benefits.

He is back because he wants to relax in his twilight years and get paid some of that sweet Intel money that BS, Murthy got.

He is not a messiah. Intel’s future is bankruptcy when it sees its marketshare drop below 10% in all sectors and TD deliver 7nm in 2030.

Intel is done for. The future is AMZN, MSFT, QCOM, NVIDIA, AMD.

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Post ID: @1qzw+1959M7Bp

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