Ivan1 - Re: "So what are the thread's thoughts about how long it might take to get back to the high?
Has intel understood the changes in time? diversified into other areas effectively? executed correctly? is the future bright?"
The answers to your questions are:
1 Nobody knows
2.Yes
3. Too early to tell
4. No
5. Yes.
Intel's execution for the past 18 months has sucked in most cases - but not all.
The high profile areas - fast Desktop CPUs - have had enormous glitches, while other areas - Server/Xeon CPUs and notebook CPUs, have done incredibly well - as have the newer StrongARM-Xscale CPUs.
For the future, you need only predict what the technology world will need in the future and assess Intel's ability to be a leader in those areas - in the future.
My assessment is that Intel will eventually (?) pull out of its nosedive in DesktoP CPUs, re-assert itself in Server CPUs with Foster/Xeons and IA64 products, and become a major force in handheld devices and wireless communications via their XScale development.
In the areas of Internet infrastructure, Intel's burgeoning line of NetStructure hardware is making them a growing force in this rapidly high growth segment.
Further, Intels $6 Billion year 2000 capital expenditures on new wafer fabs and equipment will propel it into manufacturing hegemony - CPUs, Flash, Chip Sets, Wireless & Communications ICS, XScale CPUsa and support chips - over the next 3 years, adding enormous "fire-power" to see it through its current design weaknesses - and provide tremendous upside prospects for growth in the next "up cycle" for technology growth.
Paul |
