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> Apple’s had a much shorter fuse. "Shorter fuse" is a great understatement. Intel's situation in 2021 is not even remotely comparable to Apple in 1997, except
by WoodenChair 5y ago
> Apple’s had a much shorter fuse.
"Shorter fuse" is a great understatement. Intel's situation in 2021 is not even remotely comparable to Apple in 1997, except in the abstract. Apple was months away from bankruptcy, losing money every quarter, and had <5% market share. Intel has >50% market share in some markets, is extremely profitable (24 billion last year), and has enough cash in the bank to ride this out for years.
Apple had to execute near perfectly immediately when SJ came back. Intel could make the right strategic decision a year from now and turn things around. Or it could probably make the right decisions two years from now and still be fine.
- CoolGuySteve 5y agoIntel seems more like Sun, they once produced competitive products but are now entering a period of stagnation and decline due to confusing product offerings and executive mismanagement. Most of their sales come from legacy entrenchment.
- reacharavindh 5y agoTo me, Intel is starting to look more like IBM. Still showing engineering might in some areas, holding onto a huge trove of patents, making decent money, but losing growth, momentum and appeal over a long period of time. Sure, they will exist and refuse to die, but will they be a significant part of the future? I’m not optimistic.
- toast0 5y agoConfusing product offerings aren't the reason for stagnation and decline. Intel did great when they had confusing and competitive product offerings. They're in decline because their product development pipeline for CPUs depends on their fabrication pipeline, and their fab pipeline was stalled for several years. It seems like the fab pipeline has been unblocked, maybe, as Intel 10nm products are starting to appear in bigger numbers. We'll see if that unblocks their CPU pipeline in the next year or two, I guess.