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MClayton
I remember when Intel started up, they had NO manufacturing skills at all, as ...
Simon7382
No wonder you did not understand Amelio's strategy, he did not have one (aside ...
Silicon Valley Nation: Intel's next CEO? Warrior-poet
Brian Fuller
11/20/2012 10:00 AM EST
'Otherwise, you're screwed'
Replied Halla:
Who does a reasonable job now? Moshe Gavrielov at Xilinx is doing a good job of getting the "all programmable" mission out there; John Kispert at Spansion values not only great engineering but great communications, and has tirelessly gotten out the turn-around message. ARM's Warren East and his team do a very comprehensive and methodical job of not only positioning ARM's technology but painting a picture of industry design direction that's not as selfish as it could be.
These names popped into my head; there are others.
Intel CEOs have usually been about manufacturing, because that's what Intel does: little "d" design and big "M" manufacturing.
Was Otellini the general for future the next war in 2005? It turned out that he was, but by accident. No one could have predicted the Great Recession and its impact on the industry. Former COO Otellini had the experience to manage Intel through it all.
The next front in the war is the rapidly changing nature of system design, and that's where Otellini and his fellow board members can break the mold and find a warrior-poet for the company and the industry.
Related stories:
--Intel's CEO search begins, and the nominees are...
--Intel CEO Otellini to retire in May
Replied Halla:
"You have to synthesize the complexity of your business to just a few digestible points. Everyone knows the business is complex and changing, but they need to be able to articulate the core of it quickly and clearly to their colleagues, customers, vendors--even their moms. And it's more important that you communicate that way to your employees than any other audience. The employees have to get it. Otherwise, you're screwed."
Who does a reasonable job now? Moshe Gavrielov at Xilinx is doing a good job of getting the "all programmable" mission out there; John Kispert at Spansion values not only great engineering but great communications, and has tirelessly gotten out the turn-around message. ARM's Warren East and his team do a very comprehensive and methodical job of not only positioning ARM's technology but painting a picture of industry design direction that's not as selfish as it could be.
These names popped into my head; there are others.
Intel CEOs have usually been about manufacturing, because that's what Intel does: little "d" design and big "M" manufacturing.
Was Otellini the general for future the next war in 2005? It turned out that he was, but by accident. No one could have predicted the Great Recession and its impact on the industry. Former COO Otellini had the experience to manage Intel through it all.
The next front in the war is the rapidly changing nature of system design, and that's where Otellini and his fellow board members can break the mold and find a warrior-poet for the company and the industry.
Related stories:
--Intel's CEO search begins, and the nominees are...
--Intel CEO Otellini to retire in May
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bruzzer2
11/21/2012 1:15 PM EST
Brian, Intel ringmaster is one of the major causes of the great recession. Quantitative math model used for cartel collusion to forecast Intel production economics, revenue and margin into future time, confirm this fact. Channel structural components that are extra economic nonorganic accelerators of system time validate this fact. Bilateral contract agreements are proof of a cartel sales system that has substantially depressed technical innovation. Not only depressing the economy of the United States, but every other country of intel operation. Conduct and intent to monopolize validate this fact. Mike Bruzzone, Camp Marketing
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rick.merritt
11/21/2012 2:42 PM EST
I love that image of the warrior-poet showing how to fight the next war. Somebody needs to print this out and bring it to the next Intel board meeting.
But I still hold out for an industry outsider, the 2013 version of Lou Gerstner who instinctively rejects the Kool-Aid in favor of some new, heady brew.
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Simon7382
11/21/2012 7:59 PM EST
No wonder you did not understand Amelio's strategy, he did not have one (aside of making a lot of money for himself and the minions he brought into the company). I worked at NSC during his tenure, I know. As far as Halla, he had a strategy/vision for NSC but it was the wrong one. As a result the next CEO, a mere bean counter who had no idea what to do with NSC, sold the company that used to be one of the engines of Silicon Valley to TI for pennies on the dollar of its worth. Good CEOs are worth the millions they are paid, but bad ones have caused the demise of many once great companies (just look at how HP is being destroyed by a series of incompetent ignorant CEOs).
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MClayton
11/21/2012 11:51 PM EST
I remember when Intel started up, they had NO manufacturing skills at all, as they had none when they ran Fairchild! At that time it as BIG D and small m. They got the automation ideas in recent years. And became manufactures late in life. But yes, the WINTEL cartel was potent for a long time. Most successful chip companies globally have COUNTRY support (STmicro, Infineon, AMD in Europe, GF, TSMC, SAMSUNG, etc) Intel and other US companies did not. The new CEO might simply work a deal with Obama to subsidize manufacturing in the US! That would level the playing field.
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