I worked only for 2years at Intel back in 84 as a new college grad. Later I was an investor and did well too but no longer an investor.
Here is my point of view. Back when iPhone came and later Android came, the writing was on the wall that the conventional PC model is changing. Intel did not embrace the change and rather than capitalize on the strong ARM, Intel did the opposite and got out of ARM completely. The foray into foundry services to offset the cost was perhaps too late. The failure of WiMax and the delay in entering the networking market did not help. The decline in PC graphics and the move to game consoles and tablets for gaming did not help either.
Once the management changed, the emphasis on cloud services and IoT was a plus. Hope this is just the start.
Time has come for lot more changes than a big layoff to take the company into the next stage.
Hardware is commodity. Hardware has less value without software. I believe that consumers will only have one PC or Mac and replace it only if it breaks. Microsoft has acknowledged the change and made office available on multiple devices and the cloud.
What if Intel re-embraced ARM. If not hardware, emulation assisted by hardware acceleration? That should enable Android and IOS apps to run on x86. Eventually acquiring a company like ARM itself perhaps?
Partner with Samsung, Tesla, Apple and Google to enter IoT end user market, self-driving cars, next generation cellular networking etc..
In other words, major changes...
Here is my point of view. Back when iPhone came and later Android came, the writing was on the wall that the conventional PC model is changing. Intel did not embrace the change and rather than capitalize on the strong ARM, Intel did the opposite and got out of ARM completely. The foray into foundry services to offset the cost was perhaps too late. The failure of WiMax and the delay in entering the networking market did not help. The decline in PC graphics and the move to game consoles and tablets for gaming did not help either.
Once the management changed, the emphasis on cloud services and IoT was a plus. Hope this is just the start.
Time has come for lot more changes than a big layoff to take the company into the next stage.
Hardware is commodity. Hardware has less value without software. I believe that consumers will only have one PC or Mac and replace it only if it breaks. Microsoft has acknowledged the change and made office available on multiple devices and the cloud.
What if Intel re-embraced ARM. If not hardware, emulation assisted by hardware acceleration? That should enable Android and IOS apps to run on x86. Eventually acquiring a company like ARM itself perhaps?
Partner with Samsung, Tesla, Apple and Google to enter IoT end user market, self-driving cars, next generation cellular networking etc..
In other words, major changes...
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