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Feels like execution rather than strategy: they've tried at mobile, gpus, foundry etc - the right calls - but just haven't delivered. Apple / AMD / TSMC have ex
by klelatti 6y ago
Feels like execution rather than strategy: they've tried at mobile, gpus, foundry etc - the right calls - but just haven't delivered. Apple / AMD / TSMC have executed much better.
- mikechen233 6y agoI feel is both. Also a good strategist would have made sure whatever plan and vision you have is also going to be executed well. A strategy that didn't end up to be executed well is a failed strategy.