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A disruptive turn of things at Intel

Posted: 06 Apr 2016 ?? ?Print Version ?Bookmark and Share

Keywords:PCs? processors? integrated apps? mobile?

Speculations are rife at Silicon Valley that a recent external executive hire at Intel could be the reason for what appears to be a reorganisation at the leadership ranks. Last November, Intel chief executive Brian Krzanich made it clear he wanted to shake things up when he hired Dr. Venkata "Murthy" Renduchintala from archrival Qualcomm as his number two. Now it seems Murthy is doing the shaking.

Intel announced on April 4, Kirk Skaugen, who runs its PC division responsible for 58% of Intel's revenues, decided to leave the company. It also said Doug Davis who runs the company's Internet of Things group (which contributes a puny 4% to Intel's top line) decided to retire after 32 years at the company.


Figure 1: Kirk Skaugen

Intel is not commenting on a Bloomberg report that Aicha Evans, who runs its troubled mobile group including smartphone modems and applications processors, has left the company. I called Evans and found her voice mail is still working.

Silicon Valley is buzzing with chatter about what the moves mean. Linley Gwennap thinks the departures have the fingerprint of Murthy who spent at least seven years at Qualcomm, the last three as co-leader of its chip division until Krzanich named him Intel's senior vice president for client systems, IoT and engineering C the boss of Skaugen, Davis and Evans among others.

"It's not surprising when you bring in a guy from outside and after six months or so he learns who he likes and doesn't and he does a little house cleaning," said Gwennap, principal of market watcher The Linley Group (Mountain View, Calif.)

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