Intel Corp (INTC)

[Koog]

An insightful article by Intel alum Michael Bruck, who among his many other assignments, served as Andy Grove's TA. He gets most everything right except he misspells Krzanich's name. Perhaps on purpose?

I believe that Intel is in the middle of what Andy Grove called a “Strategic Inflection Point” (SIP) that goes to the heart of its business. The last time Intel faced such an existential SIP was in 1984 when it was losing market share in memory chips, which was its core business, and it pivoted to become a microprocessor company.

https://medium.com/@michaelbruck/murphys-law-vs-moore-s-law-how-intel-lost-its-dominance-in-the-computer-industry-98f23e5447d0