Hacker News Reader

Hacker News

Comment by Uhhrrr | Hacker News Reader

Full thread

Uhhrrr

Why does Renduchintala's head roll and not Swan's?

View on HN

If you don’t know the motives, judge by the results. It seems that Intel is directed by mba and accounting people.

| If you don’t know the motives, judge by the results.

I like this phrase - can you expand on what it means?

What I meant was that you can guess the motivation by working backwards from the results.

If I come home at 3 AM it is not accident. I wanted to party hard and I did exactly that.

This is a useful simplification, like "Follow the money" or Occams Razor.

Somebody has probably coined up the principle and I picked it up from South Park or something :)

It might be around here somewhere: https://fs.blog/mental-models/

Something similar has been used in a Game of Thrones.

> Petyr 'Littlefinger' Baelish: Sometimes when I try to understand a person's motives, I play a little game. I assume the worst. Sometimes when I try to understand a person's motives, I play a little game. I assume the worst. ...

Thanks - I like it.

We'll never know, but I imagine strategic positioning in the blame game is very important at the upper rungs of a company like Intel.

Reliable sources from within Intel have long indicated that you don't have to imagine :)

The biggest question I have about this news is how much of it is really Murthy's fault, and how much of it is an excuse for Swan to get rid of his biggest rival at the company? It could easily go either way. The previous succession battle can't have left a strong executive team behind... but what else is new for Intel?

> but what else is new for Intel?

“Only the paranoid survive” — Andy Grove

>The biggest question I have about this news is how much of it is really Murthy's fault,

I dont know for how long he was looking after Fabs, surely wasn't from the beginning.

Swan has only been CEO for 18 months. Renduchintala has been charge of technology group including fabs for 5 years.

It's time for Swan to go back to bean counting and MBA activities and bring in a technical CEO who can push innovation like Lisa Su is doing at AMD. With that said, I am very much considering taking a stock position in Intel. It's very cheap, very solid divvy (2.6%), and eventually will come back.

What possible evidence do you have for it coming back?

It could be start of a Hertz-like death spiral for all you know.

The fact that you compare Intel to Hertz is comical. Chips aren't going anywhere, there is only going to be more and more computers, servers, and silicon demand. Intel, despite AMD's gigantic moves is still very entrenched with enterprise (servers). I don't see AMD being the only single player, I see a resurgence of Intel mid-to-long term and both will split the pizza pie.

$25B in cash goes a long way in bridging the gap between now and being back.

Normally I would do the same. But my spidey sense tells me that we might be looking at a slow sunset of x86.

Murthy drove off a lot of talent in his bid to become CEO.

Swan should be moved back to the CFO position because that's really what he is.

Complete speculation but perhaps Renduchintala wasn't providing the full accurate info to Swan.

Reply on news.ycombinator.com