Intel lost this battle years ago when leadership decided to badge engineer the shit out of their product portfolio and do stock buy-backs. In a capital intensive enterprise, Jack Welch school of management will only give the company maybe 10 years before those opportunity costs blow signifgant holes in your boat. Look at TSMC, they take government money, invested that in people and material. They’ve got a work plan in place to meet their customers needs which in turn is driving market direction. GF was left for dead and look at what they’re doing. They’re eating Intel’s lunch now while they’re flailing with mediocre graphic cards and no clear strategy where they’re going with future x86 designs. The universe is moving towards RISC and they’re essentially locked in a prison of their own making.
baq|3 years ago
etempleton|3 years ago
User23|3 years ago