Intel Corp (INTC)

[drjohn]

History has shown that consumers prefer horizontal models, and that they result in the most innovation and choice. Intel has been investing in their model for several years now. The products just entering the market are proof points for what's in store, but nowhere near the pinnical of what is possible. These products will be used in devices that offer far more choice to the consumer. We have seen it before, many times. People here doubt that it can work, but we're about to see history repeat itself - again!

Great analysis, and I believe there is a lot of truth and helpful insights in this statement. I think Steve Jobs also understood the two models and was always trying to find new markets to apply the vertical model, hence ipod mp3 player, iphone smartphone, ipad.