> How often do big companies like Apple and Intel succeed in righting a sinking ship though? You can’t keep pointing to the one guy that succeeded. I feel like

> How often do big companies like Apple and Intel succeed in righting a sinking ship though? You can’t keep pointing to the one guy that succeeded. I feel like the view of Intel as a "sinking ship" is an inside-basebally misread of the situation. If you buy a PC or a laptop or a server today, you're most likely getting an Intel CPU. It's now at least possible to buy AMD in many market segments from major vendors - and of course many of us do - but to the broader consumer and hosting world Intel still dominates. You can look ahead and extrapolate and say "they can't compete with TSMC right now, and maybe they're going to start falling behind further." Fair analysis. But they dominate the market to an extent that's hard to overstate. Contrast this with between-Jobs-stints Apple, which was a tiny shrinking company with a niche product and no clear strategy. Intel is almost in too-big-to-fail territory. They aren't sinking, just because they now have real competition. Yes, they need to do "something" to maintain dominance - but why would you see their situation and conclude they won't? The new CEO here is a sign that they see the trouble ahead, and they're ready to steer around it.