> If Pat's recent performance at VMware is any indicator...I wouldn't put that much faith in his ability to turn things around. His track record at VMware was

> If Pat's recent performance at VMware is any indicator...I wouldn't put that much faith in his ability to turn things around. His track record at VMware was also my major concern when deciding whether to invest in INTC stock recently. In the end I decided for myself that VMware was probably unsalvageable. They had a dominant position in the datacenter (and still have), but were unable to compete effectively in the cloud as there is too little overlap between the VMware culture, commercial model, and product with what's needed to run a hyperscale cloud. Gelsinger managed to become CTO at Intel in 2001, which is I think is not something you can do if you don't have any leadership skills. Given that the Intel mission is pretty clear, and given that I don't think Intel needs to total cultural overhaul (just the management), my view is that he has a decent chance.