VMware's Loss is Intel's Gain

The transcript discusses Intel's current challenges, particularly its lag behind AMD in manufacturing and roadmap execution. It highlights the potential impact of Pat Gelsinger's leadership, drawing on his successful tenure at VMware. The discussion also covers VMware's future post-Gelsinger, Intel's manufacturing issues, and the influence of activist investors like Dan Loeb in driving strategic changes at Intel.

What challenges does Intel face in catching up to AMD?

How has Pat's leadership at VM Ware been perceived in relation to Intel's situation?

What factors are contributing to the negative outlook for VM Ware?

What are the key elements that need to be addressed for VM Ware to transition to hybrid cloud assets?

What role do activist investors play in the technology sector according to the text?