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> Is there a world where Intel basically admits defeat and tries to become a major ARM player? These major strategy shifts require enormous courage, support an
by protastus 6y ago
> Is there a world where Intel basically admits defeat and tries to become a major ARM player?
These major strategy shifts require enormous courage, support and trust at the executive level, because they represent cannibalizing an existing (real) part of the business for the promise of future profits in a business that does not yet exist.
Kodak is a textbook example. Execs refused to pivot to digital cameras and associated products, because this would compete with the enormously profitable (and internally powerful) film business.
- dralley 6y agoKodak was a chemical company, not a camera company, and the problem was not so much that it would compete with their film business as it was that semiconductors and electronics are a very different business. It's one thing to pivot a startup, and another to pivot a beheamoth like the company that Kodak was. And transitioning from one industry to another is a much bigger deal than transitioning from designing x86 CPUs to ARM CPUs. In hindsight, yes, it was a mistake. But it's a very understandable one.