Good question, since the ampere review is delayed there's almost no point to release the 6800 review without ampere numbers to compare it to. So in a way both reviews need to come out at the same time.
MBA chair at Intel doing all sorts of stuff to keep the boat afloat, but selling these won't net them anything in return. The biggest mistake was selling 5G business to Apple. Worst of all.
Exactly! Been telling here over and over than management and the CEO especially has been terrible after 2015 and currently Bob Swan is just doing everything he can to stay glued to his seat instead of admitting the fact that he is not able to run such a company.
I don't know that losing focus is related to their manufacturing problems. Either way, this line of business is just too small to effect them one way or another.
Honestly this is sad. Intel is selling itself off despite making enormous profits because the sales boosts stock price slightly for one quarter, while overall this system dooms the company in the log run. Intel was a great innovative company that shaped the world we know today, but now it has management that just wants the company to die as long as the selloffs boost their margins very briefly.
The most telling moment was in 2016 when Ryzen CPU sales were starting to hurt their bottom line. When the same thing happened in 2003 due to competition with AMD FX CPUs, Intel chose to double down on R&D and just threw way more resources at CPU development that AMD could not match, and came up with the Core 2 Duo and annihilated AMD in performance until Ryzen. When Intel had the same choice in 2016, they instead laid off 15000 employees despite billions in profits per quarter. Swan needs to get lost before this situation is unsalvageable.
We already lost IBM which today is just a memory of what it once was. As someone into tech my whole life it's just sad to see Intel taking the same path.
I agree that intel does not appear to be moving in a good direction, but this take has multiple issues. I'm not sure that FX really presented much of a problem to intel, rather the problems originated in the athlon/p4 days. Consequently, core was already in development for a number of years, I believe as a successor to the p3 architecture that was more efficient than p4. Second, intel's primary response is to leverage their monopoly position to offset engineering deficiencies, not to engineer their way out of problems. That is again the case now, but it is not working as well as in the past. Intel's problem is their manufacturing, and I have no idea how their ceo and other management let it get so bad.
Yeah the original Athlon posed strong competition to the P3 and P4, and the Athlon FX took it a step further to be better than the P4.
I remember shortly before the C2D people were questioning why didn't Intel just release the pentium M as-is for the desktop market, and the reason why was they were reworking it into the far superior C2D and didn't want to waste the effort on more product launches.
Being a monopoly is definitely a factor, although most issues with that seem to be rectified. My understanding is that Intel no longer has exclusivity deals, where they would pay companies not to use AMD CPUs. This hurt AMD badly in the late 90s and early 2000's preventing the Athlon from getting the market share it deserved.
This doesn't change that Intel's response to Ryzen was layoffs. With 10nm issues known for the last 5 years, the rocket lake backport to 14nm should have happened over 2 years ago. The fact that 10nm turned into such a disaster in itself is a major topic. It's something that Intel seems to have masked from investors who flipped out over the 7nm delay, not knowing that 10nm was never truly released.
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Kurosaki - Wednesday, November 18, 2020 - link
When are the GPU reviews coming? 😁shabby - Wednesday, November 18, 2020 - link
Good question, since the ampere review is delayed there's almost no point to release the 6800 review without ampere numbers to compare it to. So in a way both reviews need to come out at the same time.kobblestown - Friday, November 20, 2020 - link
Maybe when you can actually buy them.Silver5urfer - Wednesday, November 18, 2020 - link
MBA chair at Intel doing all sorts of stuff to keep the boat afloat, but selling these won't net them anything in return. The biggest mistake was selling 5G business to Apple. Worst of all.yeeeeman - Wednesday, November 18, 2020 - link
Exactly! Been telling here over and over than management and the CEO especially has been terrible after 2015 and currently Bob Swan is just doing everything he can to stay glued to his seat instead of admitting the fact that he is not able to run such a company.Kurosaki - Wednesday, November 18, 2020 - link
To be fair, though. Who is?chenderit - Wednesday, November 25, 2020 - link
Exactly. The board spent half a year to look for CEO, but nobody in the world would want to take the hot seat.heickelrrx - Thursday, November 19, 2020 - link
I think this is a good thing, Intel become too big as a company and losing their focus this led into manufacturing problemI hope this move allow Intel regain their focus and core business
quorm - Thursday, November 19, 2020 - link
I don't know that losing focus is related to their manufacturing problems. Either way, this line of business is just too small to effect them one way or another.lmcd - Thursday, November 19, 2020 - link
Imo staying afloat until Alder Lake has to be the goal. If that isn't enough then well, ripchenderit - Wednesday, November 25, 2020 - link
Regarding the 5G business, the mistake is not selling it to Apple, but holding on it for too long. Should have sold earlier.boozed - Wednesday, November 18, 2020 - link
I like that this is in the POWER category.Khenglish - Thursday, November 19, 2020 - link
Honestly this is sad. Intel is selling itself off despite making enormous profits because the sales boosts stock price slightly for one quarter, while overall this system dooms the company in the log run. Intel was a great innovative company that shaped the world we know today, but now it has management that just wants the company to die as long as the selloffs boost their margins very briefly.The most telling moment was in 2016 when Ryzen CPU sales were starting to hurt their bottom line. When the same thing happened in 2003 due to competition with AMD FX CPUs, Intel chose to double down on R&D and just threw way more resources at CPU development that AMD could not match, and came up with the Core 2 Duo and annihilated AMD in performance until Ryzen. When Intel had the same choice in 2016, they instead laid off 15000 employees despite billions in profits per quarter. Swan needs to get lost before this situation is unsalvageable.
We already lost IBM which today is just a memory of what it once was. As someone into tech my whole life it's just sad to see Intel taking the same path.
quorm - Thursday, November 19, 2020 - link
I agree that intel does not appear to be moving in a good direction, but this take has multiple issues. I'm not sure that FX really presented much of a problem to intel, rather the problems originated in the athlon/p4 days. Consequently, core was already in development for a number of years, I believe as a successor to the p3 architecture that was more efficient than p4. Second, intel's primary response is to leverage their monopoly position to offset engineering deficiencies, not to engineer their way out of problems. That is again the case now, but it is not working as well as in the past. Intel's problem is their manufacturing, and I have no idea how their ceo and other management let it get so bad.Khenglish - Thursday, November 19, 2020 - link
Yeah the original Athlon posed strong competition to the P3 and P4, and the Athlon FX took it a step further to be better than the P4.I remember shortly before the C2D people were questioning why didn't Intel just release the pentium M as-is for the desktop market, and the reason why was they were reworking it into the far superior C2D and didn't want to waste the effort on more product launches.
Being a monopoly is definitely a factor, although most issues with that seem to be rectified. My understanding is that Intel no longer has exclusivity deals, where they would pay companies not to use AMD CPUs. This hurt AMD badly in the late 90s and early 2000's preventing the Athlon from getting the market share it deserved.
This doesn't change that Intel's response to Ryzen was layoffs. With 10nm issues known for the last 5 years, the rocket lake backport to 14nm should have happened over 2 years ago. The fact that 10nm turned into such a disaster in itself is a major topic. It's something that Intel seems to have masked from investors who flipped out over the 7nm delay, not knowing that 10nm was never truly released.
Gracie C. Wilson - Thursday, November 19, 2020 - link
Thanks so much for sharing this awesome info! I am looking forward to see more postsby you!MoniGN - Thursday, February 11, 2021 - link
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