Tim and luca have crisp messaging . Hats off to Tim’sleadership vs contrast to how Bob intel CEO + board handled the Intel call. Although intel had a knockout quarter the way they announced and handled q’s on 7nm delay is an insult to engineers( i know there might be controversies in the capabilities of engineers , tc all that) but Leadership + Messaging is very important and apple is tremendous in this aspect today. Hats off!!!
The root of the difference between these two companies is not conference call ability of executives. It’s all in execution.
Yeah , don’t get me wrong that’s given/implicit, execution is fundamental here as engineers we should know that’s crux here, but messaging + optics / direction is also essential.
Yes we work hard for the vision and leadership. Intels transistor design decision was already off back almost 10 year ago but no managers can be challenged even with all data presented. A CEO saying “I am also not happy hearing the shift of schedule in 7nm” in the call years later is just a solid proof of not having the vision or knowing the fundamental challenges in transistor scaling.
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