First time I've felt cautiously optimistic about 'Intel the company' in 10+ years. I think it's possible Intel makes a comeback, but it'll be several years. Hop

First time I've felt cautiously optimistic about 'Intel the company' in 10+ years. I think it's possible Intel makes a comeback, but it'll be several years. Hope the new IBM research partnership becomes more integrated as well, I can only imagine positive outcomes from trying to consolidate fundamental semi research there. Compared to GE... there's been more structural changes to GE over the years which would hurt its ability to regain a useful position in vertical integration from where they're at - they need multiple decades of long term planning to get around this, especially as their industrial side becomes increasingly costly. This is unlike Intel, who is still in a "good" position to pivot on the reality that x86 is a lot less valuable compared to 2009 into a more up-to-date vertical monopoly.