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Lip Bu has been hired precisely because he isn't a "maximum airtime" showman. And it's the people working for him who own the product leadership plans. He can't do it all on his own - and nor should he. He needs to build a strong team with a range of personalities (which may well include some showmen/women). And he isn't the only leader within Intel who needs to work on maintaining morale. The other top-level execs need to stand up.
I really do think it's premature to start passing judgement. And unrealistic to suppose that a significant number of people aren't going to suffer while these changes work through. Personally, I'd be more concerned if strong and decisive actions weren't being taken.
I agree completely. Another way to put it is setting reasonable expectations then beating them which Lip-Bu has said many times. He did the same as Cadence CEO, this is what he does, and I too believe this is why he was hired, amongst many other things of course.
Saying Lip-Bu does not have a concise plan in the first month of employment is just looking for an argument. Let's compare the first investor call with the one coming up next month. That should tell you enough.
My only concern is the Lip-Bu did not know how broken Intel was when he took the job. Once you take the time and drill down into any company you will find problems that were not in plain sight. I know this is the case with Intel but I still have a high confidence level with Lip-Bu.
Once Intel wins with new products and stops floundering, the morale will improve.
But the new leadership added today is going to add a lot of stress for a few months. The new sheriff in town has no plans to bring back the 90s. that is a good thing.... but change is painful.
