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> But its current crisis (not referring to the CEO's affair) has nothing to do with vertical integration. It has everything to do with Moore's law scaling comin
by pdpi 8y ago
> But its current crisis (not referring to the CEO's affair) has nothing to do with vertical integration. It has everything to do with Moore's law scaling coming to an end.
Why not both? Their current business model is threatened by a technical challenge, but the company's exposure to that threat could've been mitigated by making small changes to the business model — by unbundling and diversifying.
- sumanthvepa 8y agoUnbundling and diversifying are both viable strategies. I just don't know if Intel can pull off both simultaneously while maintaining market share, and current levels of profitability.
- macintux 8y ago"small changes" would seem to be a significant understatement, however. The innovator's dilemma.