Sunday, April 16, 2006

Joe Osha wants heads roll at Intel

Doug Freedman said similar things before, now Joe Osha isn't convinced that Paul Ottellini is the right man for the job. But again, I think it's way too late to change horse. Intel is still brilliant in sales, the IDF guerilla benchmarketing was a masterpiece. Intel's mistakes dated back in 2000 when it went Netbust. What Intel has is an engineering problem. There is no chance that Mooly Eden's team can match AMD's Grand Masters. The gap is too big. Right now, the Israeli regiment owns Intel. The guys in the silicon valley must feel useless now. Bob Colwell, the P6 architect, is probably the only one who has the technical authority to command the troops.


Anonymous Anonymous said...

The worst scenario Intel is facing during two years is to shrink the marketshare to 65-70%. That's it.
AMD is not able to afford to fight against 2x65nm producing already, several others at 90nm and 45nm in preparation. FAB30 is going to be outdated in 2007 - no word from the company how to deal with 90nm crap.
The only idea left is to produce single/dual core Semprons upto 3GHz.
So maybe next year it will be useful somehow but what then?

12:14 AM, April 17, 2006  
Anonymous Jeach! said...

I agree with you that its way too late and that Intel's mistakes date way before Otellini's reign.

But if Intel dissapoints in a few days (I think they will) and their stock takes a dive, you can probably bet that shareholders will want heads on a platter, regardless who's fault it is (or was).

In regards to AMD's Grand Masters! Does it really matter? So what if AMD has the better engineers? Due to intelectual property agreements (made during the IBM days) every inovation made by one, the other gets to use (royalty free).

Even if AMD's Grand Masters come out with a revolutionary processor or technology, Intel will be there copying and using it.

But the opposite isn't necessarily true because AMD doesn't have the cash pile to keep-on keeping-up!

When will this stop (if ever)?

10:26 AM, April 17, 2006  
Blogger Sharikou, Ph. D said...

INQ posted a link to a PDF showing Intel's server roadmaps. Zero challenge to AMD until 2008.

AMD is a server CPU company. Their design is for servers. In that space, I don't see any that can compete against AMD in 1 year after 32P Opteron comes out. AMD downgrade their server chips to desktop. Even Semprons have a crossbar inside...

It took Intel 3 years to just get 64 bit done with reasonable performance. Xeon's EM64T was even slower than 32 bit. Now, we see Conroe's Em64T a bit faster than 32 bit.

For Intel to copy other more complicated stuff, it needs another 3 years.

10:33 AM, April 17, 2006  
Anonymous the architect said...

Maybe Intel will replace Paul with Carly. She'd be a fabulous fit with the new font corporate makeover. Maybe Intel can get their own line of bebe clothes too.

It is funny that people do not realize... heads have already rolled at Intel. Everyone smart was fired. Everyone who cared about the customer was fired. We have left the second and third tier wannabes who now have a chance for some BLOW. And they are just getting the BLOW party started. There will be a lot more BLOW before the new regime's party is over.

6:53 PM, April 17, 2006  
Blogger Sharikou, Ph. D said...

I recall when Pentium-M came out, Paul O said something like that Pentium-M is faster than 2.4GHZ Pentium 4. It seemed that Paul O liked the Pentium-M's way of performance/watt. But then Intel wasted two more years trying Prescott, becuase Craig B said 10GHZ by 2005, and 30GHZ there after.

This is definitely a case in which you SHOULD blame your predecessor.

10:38 AM, April 18, 2006  

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