@Hulk
Remember, I am still basing my hopes based on Gelsinger's previous history. Yes, the refute is that one man can't do much, but surely one man can do a lot to ruin it, especially someone like a CEO that has so much power.
He hired TWELVE THOUSAND people, mostly in engineering positions. And lot of his high ranking executives have good reputation too. Lead designer of the 486 chip that saved the company while the rest were thinking the i960 was the future. Youngest CTO.
Of course, past performance isn't necessarily an indication of future. I am reminded of an IBM sales executive that was super at her job. Then she got promoted and she sucked. So there's a limit to where you belong. CEO of Intel is far greater than his previous roles.
But then again he was absolutely fantastic in his previous roles. And we're also faced with possibly a macroeconomic fault greater than the one 15 years ago.
I bet there are people at Intel who have been there for 30+ years who sit around and talk about the old days when they could release parts and new nodes on THEIR schedule and not have to worry about competition (much).
The old adage that Intel's sucky designs were made up by the process team seems to be true.
Maybe it's better the design side being sold off and future Intel being a foundry house rather than the other way around. Why would you sell the good side, isn't that the opposite of what normal people do?
The point of treating the internal design similar to external foundry according to Mr. Gelsinger is basically accountability. Previously, they had much less of it, because they could rely on the process team to fix their mistakes. Now they are saying they won't do that anymore. You have to get your heads out of your asses and figure out the problems yourself like external customers do. They still have the advantage of being in-house(even things simple as physical proximity which saves time).
However, previous history is previous history. Words are words.
-We're now at 2 years from the time Pat became CEO. Equivalent time for Kraznich was early 2015. Skylake was late 2015.
-Breaking is way easier than fixing it.
-Timeline for average development of a CPU is 3-5 years.
So Meteorlake/Emerald Rapids is when the new management really starts kicking in. We'll see whether they can do the fine balance between fixing the company, keeping the balance sheet healthy, and investing in the future while the macroeconomy declines further.