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by fauigerzigerk 2044 days ago
>If Intel moved away from x86, a lot of their strategic advantages would disappear; they'd be one player among many

They are in fact one player among many. Their strategic advantages have evaporated. The entire mobile space passed them by and now AMD is seriously threatening their x86 business. Something has clearly gone very wrong at Intel. Shareholders can't be happy about that.
1 comments
lmm 2044 days ago
> The entire mobile space passed them by

True, but only a small minority of companies that went into that space made money on it. Any Intel mobile division could very easily have been the next Blackberry or Nokia. Staying out of that fight may well have been the best decision for their shareholders.

> AMD is seriously threatening their x86 business.

If they lose the profitable server segment to AMD then that's a serious problem, I'd agree with that. That's far from settled though.

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