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Hmm, thanks for the inside perspective from VMWare. I can still believe things would be different at Intel, because of his long history there, and he seems pre
by dsizzle 5y ago
Hmm, thanks for the inside perspective from VMWare.
I can still believe things would be different at Intel, because of his long history there, and he seems pretty passionate about it (although maybe he seemed that way at VMWare too?)
- sithadmin 5y agoPassion for technology and compassion for people are probably Pat's greatest strengths as a leader, but I'm not convinced that those alone are enough to shift an enterprise towards success when it's facing an existential crisis.
- lugged 5y agoIntel has a history of big plays, I'll be taking a punt on them, just as soon as this slow growth and missed earnings errode their stock price over the next couple years.
- totalZero 5y agoI don't think you'll get a couple of years to buy in. There seems to be a lot of noise in the triangular thought bubble between Chinese fab, Taiwanese independence, and semiconductor shortages. Big developments on any of those fronts may force the US government to step in and do something more substantial than giving tax incentives to buy lithography scanners.