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by otherme123
1990 days ago
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I recently read "Innovator'd dilemma', and Intel came to my mind immediately. They are big, so they don't bother with low-margin markets. That allows small companies to start stealing market on the lowest margin products, while Intel keep showing awesome balance sheets as they flee from those markets. Mobile? No, thanks, those are peanuts. Cheap/home PCs? Nah, either. PC builders very sensitive to prices? The don't want them. And slowly they are being sweetly cornered in the top market of the very expensive servers with very juicy margins, but feeling how the small dogs keep bitting up. Suddenly ARM wants to build for cheap servers, and AMD has a chip that also fights for that top market. |
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