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You’re taking the current situation and crafting a narrative around it. If Intel were ahead, you would be extolling the tight integration of fab and design tha
by georgeburdell 7y ago
You’re taking the current situation and crafting a narrative around it. If Intel were ahead, you would be extolling the tight integration of fab and design that only Intel offers. Apple is one current company that’s bucking your narrative by bringing more and more in house and is doing well.
The truth is that both models work and Intel’s problems are created by their management, not by their operating model.
- ClumsyPilot 7y agoI can't see why you are getting down-voted - I see people do this kind of post-factum 'reasoning backwards' all the time, and it's all make-believe. If these theories had real predictive power, they would allow you to make a killing on the stock market.