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> the biggest question was why it took Intel so long to pull the plug. Everyone everwhere in business loves growth. If there's a new market that never existed

> the biggest question was why it took Intel so long to pull the plug. Everyone everwhere in business loves growth. If there's a new market that never existed before, or if you can take away a competitor's share, you win. It makes sense for Intel and its competitors to invest in growth markets like IoT. But if its offerings don't meet the need or the R&D expense doesn't pay off after a few years, it makes sense to retreat.

mtgx 9y ago
In other words, innovator's dilemma, and Intel is right in the big fat middle of it. Big companies "don't have the patience" to develop "small markets" into big ones, even if the potential is great. If it takes many years to get there, then they won't be able to show their stockholders how much growth they've had from that particular industry. Intel is going to have quite a few more innovator's dilemmas in the next few years, including in the notebook market, which I imagine Intel will eventually deem it "unprofitable" because of AMD and Qualcomm's aggressive offerings, and it will get out and run to its server profits.