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> Everything I've heard is Gelsinger is the person they need, but I think it's likely way too late, he'll be forced into financial engineering or quitting soon.
by arcanus 4y ago
> Everything I've heard is Gelsinger is the person they need, but I think it's likely way too late, he'll be forced into financial engineering or quitting soon.
Agree. I also thought Pat was a good choice, given his knowledge of the company and deep technical expertise.
I've been surprised at Pat's poor leadership. I agree a leader should be optimistic, but he's acting irrationally exuberant. He is outwardly pretending Intel is 'back', that 'AMD is in the rear view mirror', and it's coming off as of he has completed underappreciated the magnitude of his challenge.
Intel should have given investors a heads up a miss of this size was coming. It's starting to appear that Intel leadership is hiding the problems.