By: anon (anon.delete@this.realworldtech.com), August 2, 2022 10:43 am
Room: Moderated Discussions
Michael S (already5chosen.delete@this.yahoo.com) on July 30, 2022 1:18 pm wrote:
> Bill G (bill.delete@this.g.com) on July 30, 2022 1:14 am wrote:
> > Intel’s net income over the last 4 quarters is 6x AMD’s net income ($19B vs $3.4B). Intel’s revenue
> > over the last 4 quarters is 4x AMD’s revenue ($73B vs
> > $19B). Short-term stock prices are driven by a casino
> > mentality and the type of histrionics you see on shows
> > like “Squawk on the Street”. Intel did have a bad
> > quarter and Intel’s CFO said Sapphire Rapids will ramp “mainly in 2023”. Both AMD’s Genoa and the
> > High Bandwidth Memory (HBM) version of Sapphire Rapids look impressive on paper. It remains to be seen if
> > either company can deliver these chips at a reasonable price and without serious bugs, especially security
> > bugs. Pat Gelsinger is Intel’s first good CEO since Andy Grove.
>
> I bag to differ.
> IMHO, Paul Otellini was better CEO than Pat will ever be and arguably even better that legendary Andy.
>
Please share more of your thinking. I've followed Intel for years, and it seems to me that each CEO has had their strengths and weaknesses. What are Paul's strengths and weaknesses, vs Pat's?
> Bill G (bill.delete@this.g.com) on July 30, 2022 1:14 am wrote:
> > Intel’s net income over the last 4 quarters is 6x AMD’s net income ($19B vs $3.4B). Intel’s revenue
> > over the last 4 quarters is 4x AMD’s revenue ($73B vs
> > $19B). Short-term stock prices are driven by a casino
> > mentality and the type of histrionics you see on shows
> > like “Squawk on the Street”. Intel did have a bad
> > quarter and Intel’s CFO said Sapphire Rapids will ramp “mainly in 2023”. Both AMD’s Genoa and the
> > High Bandwidth Memory (HBM) version of Sapphire Rapids look impressive on paper. It remains to be seen if
> > either company can deliver these chips at a reasonable price and without serious bugs, especially security
> > bugs. Pat Gelsinger is Intel’s first good CEO since Andy Grove.
>
> I bag to differ.
> IMHO, Paul Otellini was better CEO than Pat will ever be and arguably even better that legendary Andy.
>
Please share more of your thinking. I've followed Intel for years, and it seems to me that each CEO has had their strengths and weaknesses. What are Paul's strengths and weaknesses, vs Pat's?
| Topic | Posted By | Date |
|---|---|---|
| AMD passes Intel in market cap | anonymous2 | 2022/07/29 05:47 PM |
| AMD passes Intel in market cap | Adrian | 2022/07/29 10:15 PM |
| AMD passes Intel in market cap | Bill G | 2022/07/30 01:14 AM |
| AMD passes Intel in market cap | Adrian | 2022/07/30 01:39 AM |
| AMD passes Intel in market cap | Groo | 2022/08/01 12:25 PM |
| AMD passes Intel in market cap | Ethan | 2022/08/01 03:01 PM |
| AMD passes Intel in market cap | Groo | 2022/08/01 04:23 PM |
| AMD passes Intel in market cap | Michael S | 2022/07/30 01:18 PM |
| AMD passes Intel in market cap | anon | 2022/08/02 10:43 AM |
