Replies to post #126872 on Intel Corp (INTC)

[Elmer Phud]

Chipguy

Stupid Intel -

If you assume that "Parts is Parts" then it all makes sense.

[fastpathguru]

Perhaps we just differ in our opinion of how well Intel can compete without the Wintel monopoly tipping the scale heavily in its favor.

Stupid Intel - poured tens of billions into semi process R&D and product
development over the decades when they could have just outsourced
wafer spinning to TSMC and hired a few Berkeley EE grad students to
write RTL and let the "Wintel monopoly" shake the money tree for them.

LOL, just a wiseass non-response again.

I don't fault Intel for keeping the rewards reaped from the Wintel monopoly "in house" at all. It served them very well, obviously.

But that was when Windows was the standard, and Windows was tied to the hip to x86, and x86 was for all intents and purposes, Intel.

Now, a new breed of platforms (which Intel is barely participating in) is sucking up all the growth in consumer computing (i.e. Intel's bread and butter), while the PC stagnates at best and has actually been contracting recently.

The worm has turned, and this is a new situation for Intel because their bread and butter has never been threatened by a robust and diverse (yet largely unified by Android) field of competitors.

Intel pushing Android will just accelerate Window's demise and steer revenues towards a more ISA-agnostic market.

fpg