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# Intel: Examining The Track Records Of The New CEOs In Consideration (Archive)
- URL: https://www.huntingalphas.com/intel-examining-the-track-records-of-the-new-ceos-in-consideration-archive/
- Published: 2024-12-06T18:11:00.000Z
- Updated: 2026-02-28T04:54:08.000Z
- Description: Intel’s CEO shakeup highlights a failed turnaround and raises the stakes on leadership.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, INTC, Tech

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- The ousting of Patrick Gelsinger as CEO is my opinion an admission of a failed turnaround strategy with Intel missing the AI bet and losing market share in the traditional CPU business.
- Prospective new CEO Lip-Bu Tan has a stellar track record at Cadence Design and intimate knowledge of Intel, with a clear idea of what different things ought to be done.
- Matt Murphy's successful turnaround at Marvell also makes him a candidate for Intel's CEO position, but he is committed to Marvell, making his Intel appointment unlikely.
- Lip-Bu Tan is my base case for most likely CEO. I expect his appointment to lead to operating margin improvement driven by cuts to bloated middle management personnel at Intel.
- I expect the new CEO's compensation to be generous, potentially exceeding Gelsinger's 2021 package.

Read the full article [here](https://seekingalpha.com/article/4742684-intel-examining-the-track-records-of-the-new-ceos-in-consideration?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*