John, <<<Probably I'm giving myself too much credit, or not giving Intel enough credit. >>>
Intel is terrific in engineering, in what money can buy, and in not squandering money. They are great managers. But when it comes to creativity, a sense of humor, and what is obvious, the Intel culture just does not support it.
I think they will do terrific in the high end server market. There they have a roadmap, a lot of engineering talent, good managers, and in your face approach to competition, and very deep pockets. That is an unbeatable combination. It is a lock. They will dominate that market and make a lot of money. Too bad most of the analyst don't have a clue what that market is all about.
But, when it comes to marketing the consumer space, where you have to be very creativity and very quick - Intel does is lost.
Intel, by all reasonable expectations should capture the home networking market, with all their resources, - but you do you know what? I beleive there, they will fail miserably - and lose a lot of money doing it.
Suggestions from people like yourself will make too much sense. It will appear obvious. It will seem trivial. They will make products for 1/10 of 1% of the population. They will make products for the likes of Paul Engel - people with advanced engineering degrees - who will only respect a product if it is not intuitively obvious to know how to use. Products that even Paul Engel will have to struggle with to use and where he has to find a work around to make operation.
If we have to depend on this part of their marke - we will all be losers.
Mary |