4 ms·
Not sure that talking about 'innovations that only Intel can do" and then mentioning two things that are not innovations at all and which other companies can in
by klelatti 6y ago
Not sure that talking about 'innovations that only Intel can do" and then mentioning two things that are not innovations at all and which other companies can in fact do is very reassuring.
I suspect that Intel's near term prospects are defined by how quickly TSMC can get fabs up and running - not a great place to be.
- acdha 6y agoThat was very worrisome to me, too: backwards compatibility is a real market but it’s an inherently shrinking one and profits are capped with multiple competitors, even including Apple - if that old software ran on old processors it’ll almost certainly run fast enough in a modern emulation/translation system on new hardware while users migrate to non-legacy software. Similarly, the full-range of PCs comment reads like they’re hoping nobody noticed that the low-end market is increasingly using cheaper ARM chips. Here again x86 compatibility is worth something but for a lot of people it comes down to whether it runs Chrome and Office, so there’s an upper bound on how much money you can squeeze out with such effective competition. Intel has the resources to do better than this but I no longer have confidence that they have management who can effectively run the company.