you...
The "mistakes" were made mostly during Barrett's reign and Barrett is a science type, and the mistakes were mostly marketing.
me...
Well, I don't believe it, but we actually have something we agree on. Other than the dozy of a mistake he made at the beginning of his reign in selecting the Itanium ISA over X86-64, something that was quickly corrected, his watch has had many fewer of the sorts of incidents that marked Barretts tenure. In fact if NGA turns out to be worthy competitor to AMD's Athlon derivatives he will have accomplished more than I thought possible.
The problem as I see it is that INTC is still basically Andy's company even though things have changed a lot in the last 8 years. What Otellini really needs to do is change INTC into something he can manage. INTC is still way to fat, inefficient and badly in need of a reorg. The problem for Otellini is going to be convincing the company that there is a problem. Currently the attitude seems to be "if it ain't broke don't fix it". The real problem is that no one within INTC seems to realize that INTC is broken. I suspect that only something like the abject failure of NGA would create the conditions that would allow a wholesale house cleaning and repositioning of INTC. Since NGA looks like it will, at a minimum, be a moderate success, I suspect that things will continue on the way they have no matter what Otellini wants.
I could be wrong though and maybe Otellini is just biding his time having figured that the reorg would have to wait until fixing the companies competitive problems was taken care of. Well see, but for now the Jury is still out about Otellini.
