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It's possible, of course, that Intel is just doomed but I don't see that we have any reason to think Intel would be better off taking Ben's advice than not. In
by Symmetry 8y ago
It's possible, of course, that Intel is just doomed but I don't see that we have any reason to think Intel would be better off taking Ben's advice than not. Integration has hurt them in the last few years but again they could quite plausibly have ended up in a worse place now if they'd gone the foundry route years ago. I'm pretty certain that Intel's manufacturing arm would do much worse without being tied to the design arm and I think it's a tossup, going forward, whether the design arm will benefit or be hurt from being tied to the manufacturing arm.
- justicezyx 8y agoRelentless reinvent itself, like Amazon did.
- macintux 8y ago> but I don't see that we have any reason to think Intel would be better off taking Ben's advice than not Ben doesn't offer any advice that I can see, and he makes it clear that integration has worked very well for Intel up to this point. This seems like basic analysis, even though people seem determined to take it as advocacy.