Why will Pat fail is obvious l. Everyone wants great American icon to rise again but to wish won’t make it happen. It’s like every parent wishing for that model child and most parents now doesn’t matter what you do wish has nothing to do with it
IDM2.0 is going to crash for so many reason, but first is the culture of arrogance most obvious in the talk of resurgence with no real clarity of how they will do it. Lots of talk but no real meat. Better talk less and deliver or at least talk big and back up with more than a few hires and a little spending.
Ask any division at Intel how TMG/LTD/PTD treats them and transparency of communication is compared to the leading Foundry?
At Foundry if you don’t treat the customer well or don’t delivery they go somewhere else.
Everyone in leadership rose beating coached to treat their design partners a certain way and we’re promoted and rewarded for that! You think that after twenty plus years of rewarding a culture, leadership and value lack that they change overnight. Yeah does a zebra change its stripes overnight, NOPE. It’ll take leadership purge, strong reinforcement of a new value and culture and then mutiple years to gain customer trust.
But than got to ask you why would any one choose TMG for x86 or anything in Foundry space? Inferior IP, inferior manufacturing scale, higher cost and lastly inferior technology.
It’ll be another five years before they climb out of the BK, BS, Andy FUBAR, but sadly the competition is ahead and spending more with more scale. See nil chance of Intel returning to anything but a distant second. The more Pat wastes valuable resources competing is like Russia trying to compete with US in the Cold War, the outcome is inevitable!
FUBAR that Pat’s current thrust is wasting his energy and leadership, sad as I had hoped more from Pat giving his credibility to pivot the company. Pat won’t have a legacy in 10 years like Lisa has built