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The market isn't really the greatest indicator of anything. Gelsinger has spend three years trying to turn Intel around and the company is only now starting to

The market isn't really the greatest indicator of anything. Gelsinger has spend three years trying to turn Intel around and the company is only now starting to turn the wheel. It will be at least another three years before we see any results. The market doesn't have a three year patience, three months maybe. I hold no opinion on Pat Gelsinger, but changing the CEO in the middle of ensuring that Intel remains relevant in the long term, seems like a bad move. Probably his plan for "fixing" Intel is to slow for the market and the board. Let's see who takes over, if it's not an engineer, then things just became more dangerous for Intel. The interim people are an administrator and a sales person, that does not bode well.

moh_maya 2y ago
IIRC, Lisa Su and her team took nearly decade to orchestrate the turn-around at AMD, and they are still a distant second player in GPUs. Expecting Pat Gelsinger to turn around Intel (or any company in an industry with such long development and tech lead times), and replacing him in 3 years - given that he is an engineer with extensive domain and leadership experience - seems - reactive, as opposed to thoughtful and directed. Wonder if they will approach Lisa Su to take the job now :D
paxys 2y ago
> and the company is only now starting to turn the wheel How is it starting to turn the wheel?
- 7speter 2y ago
  It takes something like 5 or 6 years to go from the drawing board for a chip design, and many years to create a process node. Gelsinger hasn't really even had the chance to execute on designs that were started during his tenure. My understanding is that would've started with Intel 18A.
  - paxys 2y ago
    That doesn't really answer the question. Yes he has started initiatives that will take 5-6 years to pan out. Is there an early indication that they aren't all duds? How can anyone state with any certainty that Intel is on a better path today than it was 4 years ago when every single measurable metric is continuing to decline?

moh_maya 2y ago

IIRC, Lisa Su and her team took nearly decade to orchestrate the turn-around at AMD, and they are still a distant second player in GPUs. Expecting Pat Gelsinger to turn around Intel (or any company in an industry with such long development and tech lead times), and replacing him in 3 years - given that he is an engineer with extensive domain and leadership experience - seems - reactive, as opposed to thoughtful and directed. Wonder if they will approach Lisa Su to take the job now :D

paxys 2y ago

> and the company is only now starting to turn the wheel How is it starting to turn the wheel?

7speter 2y ago
It takes something like 5 or 6 years to go from the drawing board for a chip design, and many years to create a process node. Gelsinger hasn't really even had the chance to execute on designs that were started during his tenure. My understanding is that would've started with Intel 18A.
- paxys 2y ago
  That doesn't really answer the question. Yes he has started initiatives that will take 5-6 years to pan out. Is there an early indication that they aren't all duds? How can anyone state with any certainty that Intel is on a better path today than it was 4 years ago when every single measurable metric is continuing to decline?