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by keganunderwood
3168 days ago
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> The article suggests investors think of them as an intel, not an apple. So like Intel in the sense that they are a chip fabrication/mass manufacturing company that happens to design chips? Or the new Intel that wants to "add more value" with things like face detection in Windows hello? |
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I'd say that it's the intel that's knows what is valuable and defensible (not RAM) in a market that will be big. All they need to know is that computers need the chips intel makes, what moats they have (eg x86) and what measure they need to continuously improve on (Moore's law). This intel doesnt care if you want to use computers for recipes, ml or world of Warcraft. Doesn't care if you like Mac or PC. Doesn't need a killer app.