Disrupting a market from the bottom always looks like a small market opportunity. Initially. But then you move up, and the incumbents have to choose to keep ce

Disrupting a market from the bottom always looks like a small market opportunity. Initially. But then you move up, and the incumbents have to choose to keep ceding more of their lower end or lower their margins. And it is very hard and costly for a company succeeding at the high end to do the later. That would have been a fantastic sign Intel was getting more nimble and strategic. And been a good fit with a come back in the low end of fabs too.