Process Boy, re:"IBM reinventing itself? Yes. Microsoft? How?..."
If I may jump into the fray....
You make the point that Intel's competitors are not even close to the success that Intel has garnered. I think we all agree on that point except for some die-hards, and we know who they are.
However, the chip business itself is what is a problem for Intel, particularly Intel shareholders. Some on this thread, like yourself, will point to the revenues and growth and indicate that it is impressive, which it is.
And that is not enough on Wall Street, where psychology and perception are probably equally valuable to secure shareholder value.
Intel's vision is not valued on Wall Street. Oh, yes they have a vision, but they are not marketing it very well. IBM did reinvent itself, minimally in perception. They became "lean and mean" and they shed employees and they shrugged off their starchy, unwieldy, proprietary shirt and presto, open-standards IBM! The street loved it! And Microsoft, a company that seems to know about managing their stock, lets loose the infamous "tsunami" internet memo sent by Bill Gates to turn "their organization on a dime" to totally focus on the Internet. Now the OS and apps are embedded with the internet and they incorporate it into their system. The street loved it! Both companies admitted they were off in their strategy, changed it and then broadcast it AND put a spin on it for the street. That is managing the street.
Intel does not know how to do that and because of that the street does not find Intel as compelling. They are necessary to the industry, but my perception is they don't know how to or don't want to do the necessary street public relations leg work, namely cultivating and fostering a clear, new dynamic vision when the old vision is doubtful.
Dell was another company that had a great vision, but they need a new one. At this point the Ford of the industry needs to reinvent themselves again... hope both companies can do it.
Just my opinion and happy investing.
Jon :) |
