4 ms·
In the short run (say, a time horizon under 10 years), I think you're right. In the long run, I think failing to outperform the competition persistently would l
by cs702 5y ago
In the short run (say, a time horizon under 10 years), I think you're right. In the long run, I think failing to outperform the competition persistently would lead to gradual irrelevance, unsustainable margins, and eventually a slow death of the manufacturing side. I mean, that's the path Intel's manufactoring operations were on before this recent change in strategy: the path to a slow death.
- DCKing 5y agoA slow death over 10+ years can happen whatever Intel does. Doesn't make this a particularly big cojones move either. One needs quite a crystal ball to predict such slow deaths, especially when it's going to be decade where chip production improvements are expected to slow down further and further. Finally, a slow death looks even more likely anyway if Intel doesn't change their ways.