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by stcredzero 4963 days ago
> And Intel's long neglected Atom line, thanks to years of institutional crippling to avoid cannibalizing Pentium sales, is poorly positioned to compete with ARM today.

Apple was ready to have new products that cannibalized the old ones. If Intel had the same courage, they'd be in a far better position today.

2 comments

Bless you, Captain Hindsight! I assume you shorted or put INTC to profit from your insight.

Seriously, this post-season quarterbacking helps nothing but your own karma. The people in charge of Intel are intelligent, incentivized, and they've given the problem a lot more thought than you have. I realize our economies are ludicrously inefficient, but a single comment on HN is not going to outsmart an Intel board member.

That's quite a brutal response to the pretty common sentiment. Also fairly nonsensical.

>I assume you shorted or put INTC to profit from your insight.

Just because you realize a company has made a big mistake doesn't mean you're in a position to short it. I realized MS had a vision problem after hearing Ballmer speak in person years ago, yet shorting MS at that point would have hurt me, not them. It's taken years for his lack of vision to begin to be a problem and even now no one sees it as critical as I do.

>The people in charge of Intel are intelligent, incentivized, and they've given the problem a lot more thought than you have.

You have no idea if any of that is true, you just assume it is. The people in charge of Intel could well be blinded by something they need to be true that isn't. If people at the head of companies are so infallible why does any company ever fail?

>I realize our economies are ludicrously inefficient, but a single comment on HN is not going to outsmart an Intel board member.

Now apply that logic to human nature and tell us what you intended with your hateful comment?

Apple cannibalized old products because the successor was mostly the same, but better. The argument around Intel is that success in the Atom line would hasten a repositioning of the microprocessor market that would inherently weaken Intel's position, so they are attempting to stall that repositioning as long as possible.
That is my point, except Apple's new products are also a repositioning in some important cases: iOS vs OS X being the most significant.