stephen - <Why did AG and CB allow AMD and Cyrix to grab a big share of the sub $1000 PC's...cause they underestimated the enemy and did not have the "vision" to see that PC's were becoming commodity-ized.<
NatSemi is leaving the PC processor business, AMD is losing buckets of money trying to compete with Intel, who is making money in the low end, IDT has stated it's having major problems with its Winchip business, and up and comer Rise is reportedly having problems meeting its payroll. I know CB and AG would admit that the initial response to the Value segment was less than stellar, but I would argue Intel has responded and I believe taking back marketshare while making money at it.
<These men have banked a lot on the Merced chip but even that is delayed close to a year.Necessity is the mother of "Re-invention"....let's go Intel,take a page out of the IBM and MSFT books.>
Intel has many irons in the fire. But come on, this stuff doesn't happen overnight. Network processor, networking and communications products business, Server Farms, etc. But at the same time Intel cannot and will not take its focus off the core business, which is still on the order of $20B+ / yr.
Also, IBM reinventing itself? Yes. Microsoft? How? Browsers? Again, come on.
PB |
