There was an article in, I believe, the Feb. '97 issue of Fortune (with Andy Grove on the cover) I remember as being extremely enlightening. In that article, Grove was interviewed, w/ one of his salient points being that Intel has no plans to be passive, waiting for the market (meaning, of course, mainly software co.'s) to create the demand for Intel technologies.
Rather, Grove said that Intel was very decisively going to make investments, internally and externally, in the development of new applications and devices. These new applications and devices, of course, would use Intel products.
Kurlak says that the demand for Intel's high-end products are down the road, and Intel will be biding its time until then. In the words of Jim Cramer, WRONG. Intel is in effect creating the demand for its own products and doing so in the now vs. Kurlak's maybe-someday scenario; thus Intel is actively taking its fate into its own hands. It is becoming its own "demand driver." How do you improve on a strategy like that? (I'm sure Kurlak will be quick to do that, too.)
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