Intel Corp (INTC)

[fastpathguru]

Perhaps not far fetched. But unprecedented in Intel's history, that a customer of its CPU's would be able to shake off the shackles and dispense with Intel's expertise and roll their own.

It is not surprising that a competitor will try to take away market share from Intel, or any other CPU maker. But that a mere lowly peon supplicant user of Intel technology would dare to dream of a rise to this high priesthood would be shocking. Like I said, unprecedented, and earth moving. Is there any example in the past 30 or 40 years ?

That would be like me raising chickens and growing vegetables in the back yard, and depriving the grocery store of my food dollars.

Using an ARM chip to surf the web was unprecedented too, right up until 2010. Now everybody and their brother (including Intel stalwarts like HP, DELL, and Lenovo) builds web-surfers out of ARM chips. Some even design not only web-surfing platforms using off-the-shelf chips, but even custom-design their OWN chips to build their own, optimized web-surfing platforms. If there was a huge and smart tech corporation that bought 100M web-surfing platforms a year, I'd bet that they'd seriously consider rolling their own.

The iPad was "unprecedented." (But EVERYONE was talking about tablets before the iPad came out; some who couldn't wait, others who dismissed the idea completely.)

Its server equivalent will also be "unprecedented."

If some company came along and offered technology that let you grow your own garden and raise pigs and chickens in a little 6'x6' module that was as easy to maintain as "just add water", I bet they'd sell TONS.

fpg