We were all somewhat wrong about Gelsinger. We thought he's shrewd, bold, yet humble. Reality is that he's not much different from his predecessors, Wall Street puppets. Yet the irony is that even Wall Street does not like puppets, not for long.
Intel will keep losing share in data centre until it can make EUV work at volume and compete on power/performance. Metrics beats marketing every time, eventually.
We were all somewhat wrong about Gelsinger. We thought he's shrewd, bold, yet humble. Reality is that he's not much different from his predecessors, Wall Street puppets. Yet the irony is that even Wall Street does not like puppets, not for long.
Intel will keep losing share in data centre until it can make EUV work at volume and compete on power/performance. Metrics beats marketing every time, eventually.
Excellent analysis! I do learn a lot from it. 🙏
Pat still claimed Sapphire Rapids is on track. I couldn't believe it.