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Wiler77

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Posts posted by Wiler77

  1. 14 hours ago, Steamboat1874 said:

    Fuck making a pizza.

    I live in Georgetown and 600 Degrees Pizza is five minutes away.

    No way I can make a pizza as good as theirs’ and it would cost twice as much buying all of the ingredients needed to make it.

    Chinese food is the same way.

    You can make it at home but will spend a ton of money on all of the ingredients you need and end up never using them again.

    I don't care if you ever make a pizza at home, you do you, but what you posted is pretty stupid.

     

    BTW, Costco has SoloStove Pi Prime for $239.  We may end up going with that to see how much we're really into it.

  2. 58 minutes ago, Anastasis said:

    I bought back in after a short in and out trade. That is probably good enough reason to avoid it. Only read the press releases on their trials and the data presented are suspect. The fibro drug candidate is just repackaged cyclobenzaprine, a muscle relaxer. This feels like one that could go no where fast. I am in for 20k shares lol. 

    Lol.  Too late.  I'm in for 5k shares.

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  3. 11 hours ago, Coelenterate Fuccboi said:

    Reminder

     

    * Regarding TNXP

    I don't remember that name.  Was TNXP one of the darlings on this thread in the past?  I did just look up the stock and yes it is in the shitter.  But it also just had FDA accept a new drug application for Fibromyalgia that had really good Phase 3 results.  And people are speculating commercialization in 2025.

    Convince me not to buy a couple thousand shares at the current level of <$0.40

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  4. Next June will be the 10 year anniversary of when the mom across the street from us died from cancer. Mid 30s, 2 kids aged 5 and 7. Just awful.

    At her funeral her husband played "Just Breathe" with a slide show of her and her family. I can't hear that song without being taken back to that moment and hearing the sobbing from the crowd. I'm welling up right now thinking about it.

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  5. Dusting off this thread as we're in the market for an outdoor pizza oven (portable, not built-in) and I bet after 6 years there are more people with input.

    Not sure we'd buy one ourselves, but my parents are asking about Christmas gifts and this is the price range they generally spend between my wife and I.  I'd rather this than 3 shirts.

    I think we'd use it a lot April through mid-October when we swim most weekends and eat outside a lot.

    I'm looking hard at this one:

    https://us.gozney.com/products/roccbox

    It has a wood firebox accessory you can "easily" swap with the propane box should I want to do that on occasion.

    So any new comments from folks that may have an outdoor pizza oven?

     

  6. 9 minutes ago, closetojumping said:

    The “secret” notion is just that the staff is locked down regarding the portal. They’re not divulging anything to anyone. Info is coming from players only. So some folks think one or more portal guys are on campus this weekend. Just don’t know who. 

    We're gonna need some lottery numbers with this 9.95 info

  7. 3 minutes ago, Mittens said:

    Not that it's THE reason, but Belichick is a big lacrosse guy, and UNC is a big lacrosse school.  He's good friends w/ the lacrosse DC and attended his wedding this summer.

    Well that's a GREAT reason for UNC to hire the guy.  Sounds like the perfect candidate.

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  8. 5 minutes ago, Hank Kingsley said:

    True, but hate the playcall as well. 1-on-1 that needs to be a route and throw into the endzone. 

     

    Or RTDB considering we were averaging 6+ YPC.  It was 3rd and 4.  Run it twice in a row.  If you don't get it that Aggy offense isn't going 95 yards to score a TD on our defense.

    I don't get the willingness to run it down their throat to close out a game, but not to score a TD.

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  9. 4 hours ago, boilerhorn said:

    Gelsinger is by far the most technical CEO Intel has had in some time.  

    • Key architect of the 386 - which bailed out the 432 failure, post 286
    • Chief architect of the 486
    • Key technical leader of the CPU group, then company CTO, until they pushed him out during the Larrabee program

    When he returned, he wanted to recreate a Grove-ian culture, which is good prima facie, but ignores many past realities that no longer exist. 

    1. Intel was one of about 4 groups developing CPUs in the 80s and 90s: Intel, IBM, DEC, Motorola.  Now, Apple, Arm, Amazon, AMD, nVidia, Google, MIPs, and a bevy of RISC-V startups all compete for CPU design talent.  Each are "sexier" than Intel in some form or fashion,
    2. In the late 1990s to around 2014, Intel was 1.5-2 generations ahead of all other companies in process technology.  That allowed them to develop higher performing, lower power, lower area CPUs than any of the competitors.
    3. Intel had superior microarchitectures to all competitors - and this is largely due to #1 and #2.
    4. Intel played hardball with the box movers (Dell, HP, etc.) when those companies entertained alternatives (AMD, VIA, Transmeta, Cyrix). 

    None of those advantages exist today.  I suggest that Intel succeeded despite Grove's approaches and processes, not because of them.  Or his approaches helped manage a complex and growing organization that benefitted from competitive advantages.  Bringing back Grove's OKR approach to program and people management was not going to solve the problems, but it sounded good.

    IMO, focusing on fixing the FABs/process was the right approach.  Client market share was eroding to AMD and Apple.  Server share was eroding to AMD, Arm, and the vertical integrators.  GPU has always been second and third tier (to nVidia, AMD/ATI, imagination, S3).  Some of that market erosion is b/c of FAB problems.  Get that fixed, get external customers to the fab, AND get subsidies for on-shoring of semiconductor supply chain.  Profit.  I think they planned as if 2021 levels of revenue would persist through 2024 - and the CFO often noted "this was not in our models" in quarterly earnings discussions - not good.

    I believe Gelsinger was pushed out once the CHIPs check cleared.  The market has punished this decision to the tune of $10B since an intraday high of $25 yesterday, closing at $22.47 today.

    Good summary. Key emphasis on their fab lead and "hardball" as you put it. The process technology was their crown jewel.  As one ex-Intel exec told me "Intel is a manufacturing company that makes products to fill their fabs".  When TSMC caught up and surpassed, it allowed companies with better designs to shine. Their designs weren't all that special. They did a great job of finding ways to lock customers into their technology.

    And "hardball" is why this has taken so long to come to fruition. The board and execs whistled past the graveyard for a decade taking their short term profits while threatening and bribing everyone in their way, completely ignoring the bigger picture. 

    I thought Gelsinger had a chance to get them back by focusing on the Fabs, but it seems like the board wants short term returns. Good luck with that. 

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  10. Looks like this was a good old-fashioned firing.

    https://www.cnbc.com/2024/12/02/intel-ceo-pat-gelsinger-is-out.html

    I have no idea how long the current Intel BOD has been around, but this Yeary guy has been on the board since 2009, so he had a front row seat for the downfall and likely played a role through their incompetent CEO hirings and missed executions of the past.

    Spoiler

    Intel ousted CEO Pat Gelsinger over the weekend, capping a tumultuous nearly four-year tenure at what was America’s leading semiconductor company before its stock price and market share collapsed.

    The company announced Gelsinger’s resignation Monday morning, which a person familiar with the matter said came after a contentious board meeting last week over Gelsinger’s perceived failure to respond to Nvidia’s competitive edge and a lack of confidence in Gelsinger’s turnaround plans.

    Intel CFO David Zinsner and Intel products CEO MJ Holthaus were named interim co-CEOs. Longtime board member Frank Yeary will serve as interim executive chair. Shares of Intel were down 2% Monday afternoon.

    “We are working to create a leaner, simpler, more agile Intel,” Yeary said. Yeary was a key driver in Gelsinger’s ouster, said the person, who requested anonymity to discuss confidential board proceedings freely. Intel did not immediately return a request for comment on the board meeting.

    Yeary, Intel’s longest-serving board member, will now have to preside over yet another CEO search process. Gelsinger, 63, had an illustrious career at Intel, rising to become the company’s first chief technical officer at the turn of the century, before he took a senior role at EMC. Gelsinger returned to the company from VMware, where he was chief executive, to stabilize Intel in 2021, succeeding then-CEO Bob Swan.

    “It has been a challenging year for all of us as we have made tough but necessary decisions to position Intel for the current market dynamics,” Gelsinger said in a press release.

    The board meeting that led to Gelsinger’s ouster was first reported by Bloomberg.

    Gelsinger set out an audacious plan when he arrived in 2021 to transform the languishing company into a chipmaking juggernaut. He sought to achieve parity with the two leading chipmakers, Samsung and Taiwan Semiconductor Manufacturing Co. He pursued big buildouts in the U.S. and around the world, a costly endeavor that weighed heavily on Intel’s free cash flow and increased the company’s debt load.

    He also wooed government investment, positioning Intel as the single-largest beneficiary of the U.S. CHIPS and Science Act. Government money has begun to flow to Intel in recent weeks and will aid the company’s chip fabs in Arizona and Ohio. Gelsinger’s retirement comes a week after Intel and the CHIPS and Science Act office finalized a $7.86 billion grant.

    Gelsinger also moved to position the company as vital to U.S. national security. He won a multibillion-dollar contract with the Department of Defense to build secure chips, and in meetings with analysts and prospective customers stressed that Intel was a trusted partner of the U.S. government.

    But all that was not enough to assuage investors, who increasingly began to see Intel’s aggressive spending as a folly.

     

  11. 17 minutes ago, immamac said:

    That's not gelsinger, he was a very well respected engineer and by far the most technical CEO in a long time. It's why the stock got punished. 

    Agreed, and he was at Intel when it used to be an engineering company.  It's why I gave him a chance to turn it around albeit I knew it would take time.

    This is nuts and I assume details will start to come out at some point.  I hope he's not sick.

  12. 10 hours ago, Zepol87 said:

    Group text request “if we can have green bean casserole with fresh green beans because it’s healthier.” Gonna be fun tomorrow, I’m in charge of turkey and will be outside watching football all day. 

    Cool. Bring it yourself.

    But that reminds me of this breakfast casserole my wife's family makes, which came from my wife's uncle. Eggs, cheese, breakfast sausage, bread. Combine and bake. Really fucking good.

    One year at either Tgiving or Xmas her uncle is there and makes it. He's a chili cook and is constantly evolving that recipe, so I ask "anything new in your casserole these days?"  "I started putting wheat bread instead of white bread so it will be more healthy."

    That got a good laugh from me.

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  13. 6 minutes ago, Brisketexan said:

    So…I just saw this magnificent beast online. The Vaquero, from Vic’s in Albuquerque.

    370bc70b9cd36664a1bb87d8a981ff25.jpg

    CFS. Topped with chili gravy and cheese. Served on top of beans, potatoes, and two over easy eggs…served on top of a piece of fry bread.

    You would die, but die happy.

    Served on a plate that ensures half of it will end up on the table

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  14. You can't "mark" your chili in competition, so most float the japs or serranos to add the heat without the actual pepper. I have no idea if the people that do it on this thread do competition chili and it's just habit. But I don't know why you wouldn't dice them up and add to the pot.

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