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

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.