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Les_Slater
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re: London Calling: Intel's yin-yang management move
Les_Slater   5/4/2013 4:06:45 PM
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Agree. Also, there are many platform issues begging to be solved. Mobile needs to be rock solid, stable and secure. when it is that will open a whole new world of applications that so far no one would trust to such a platform. I've been saying that their Wind River and McAfee acquisitions are strategic. I also believe that their relationship with Microsoft is grossly under appreciated.

resistion
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re: London Calling: Intel's yin-yang management move
resistion   5/4/2013 3:10:36 PM
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Then it boils down to whether there will be many many customized designs or an oligopoly of large players. The industry is used to the latter (or maybe prefers is better word).

Peter Clarke
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re: London Calling: Intel's yin-yang management move
Peter Clarke   5/4/2013 2:56:36 PM
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@resistion My take on it would be that software issues...use cases, applications software, operating systems, middleware, firmware, APIs etc. will determine what silicon architectures are optimum. If you do not have a thorough grounding in these things equipment type by equipment type and application by application a chip maker will struggle to produce best-in-class circuits.

resistion
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re: London Calling: Intel's yin-yang management move
resistion   5/3/2013 11:32:50 PM
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Hard to see what the software emphasis of Ms. James entails. I can imagine manufacturing software as the new theme of this mixture, and it does seem easier than manufacturing 14 nm.

Les_Slater
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re: London Calling: Intel's yin-yang management move
Les_Slater   5/3/2013 10:59:49 PM
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I like what I see. I see no reason that the chip side of the business will languish under a manufacturing head. This will somewhat take on a supplier / customer relationship, albeit with a very close relationship. Engineers should not be in charge of the chip side of the business. It is the ecosystem that's driving what should be designed. We are at a point where we can not pretend the specifics of the latest and greatest technology are driving this.

US Made
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re: London Calling: Intel's yin-yang management move
US Made   5/3/2013 5:39:51 PM
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Self correcting system. yes man under a strong management takes over, do not know what to do other than Yes Sir, make it feel good. yes man will never rock the boat, others who are in the pool for CEO are not every happy...lot of work now to make them happy. I hope I am wrong been part of this company for long time and worked with great Intel leader like Andy. Hate to see this company simply become a dividend stock company...

Dinesh B
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re: London Calling: Intel's yin-yang management move
Dinesh B   5/3/2013 3:31:47 PM
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Intel needed to have first and foremost brought in an outsider to lead the company which clearly did not happen. Simply putting a yin-yang, male-female, hardware-software leadership team in place will not get the job done. Second, it needs to revamp its vision and strategy as a company. It's not clear where they are going as a company. But I certainly don't think they are going to fundamentally revamp their strategy since they simply promoted a couple of insiders who are going to be beholden to the Intel legacy and insider interests. Final piece to do well as a company is the execution piece which Krzanich may be able to drive based on his strong manufacturing background. But if you don't do the first 2 things (fresh leadership and revamped strategy) which appears to be the case here, execution does not matter as much.

Dinesh B
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re: London Calling: Intel's yin-yang management move
Dinesh B   5/3/2013 3:29:30 PM
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Intel needed to have first and foremost brought in an outsider to lead the company which clearly did not happen. Simply putting a yin-yang, male-female, hardware-software leadership team in place will not get the job done. Second, it needs to revamp its vision and strategy as a company. It's not clear where they are going as a company. But I certainly don't think they are going to fundamentally revamp their strategy since they simply promoted a couple of insiders who are going to be beholden to the Intel legacy and insider interests. Final piece to do well as a company is the execution piece which Krzanich may be able to drive based on his strong manufacturing background. But if you don't do the first 2 things (fresh leadership and revamped strategy) which appears to be the case here, execution does not matter as much.

chipmonk0
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re: London Calling: Intel's yin-yang management move
chipmonk0   5/3/2013 3:15:59 PM
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The first 4 CEOs of Intel were all PhDs and original thinkers. What sort of original thought / vision would a Chemist with just a BS from San Jose State have in dealing with the massive architectural /design challenges that Intel faces if it still wants to make up for lost ground in Mobile / lower power SoCs ? Or does it mean that instead of continuing to push its own designs for Mobile, Intel will now settle for providing 22 nm tri-gate Foundry service to the leading Fabless vendors of Mobile chips ? Actually it is not such a bad option ( last year TSMC grossed 35 % vs Intel 21 % ) and the 28 nm capacity shortage will continue with cheap Chinese SmartPhones booming.

resistion
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re: London Calling: Intel's yin-yang management move
resistion   5/3/2013 12:10:34 PM
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It is said krzanich is manufacturing person, but despite his background didn't hear him make many statements about fab status, in particular recent fab 24 for 14 nm. Very quiet on this front. I remember Splinter being more vocal.

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