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I think that the parallels with the other half of the 'Wintel monopoly' are interesting. Nadella had the courage to stop insisting that MS was 'Windows first'
by klelatti 6y ago
I think that the parallels with the other half of the 'Wintel monopoly' are interesting.
Nadella had the courage to stop insisting that MS was 'Windows first' all the time and to recognise that MS had strengths that could be built on with a more balanced approach to the environment and ecosystems that MS operates in.
Intel still seems to be strongly 'x86 first' but it seems to me that this is no longer maximising value for shareholders. For example to what exent was the custom foundry failure due to the politics of x86 first and how valuable would a viable custom foundry business be today for Intel?
- zippy5 6y agoI think the key difference is that Microsoft’s differentiated asset is the trust and good relationships it has with Enterprises. Their advantage is their distribution, not their tech. Intel on the other hand doesn't do it's own distribution and it chips have lost their Moore's Law advantage. If there is marginal performance change, technology will become a commodity.