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- Not the belt-tightening that would be expected...
- ...from a company in hard times. In the past year, Intel has gone from $14 billion in cash down to $7 billion. So what's another billion here or there? After all, AMD can't possibly keep their thing going for much longer, right? You have to wonder if this company is serious about its recently announced realignment or if it was just blowing smoke to prop up the stock price and keep analysts happy. Looking back at it, a case could be made that Intel has reached its zenith and that the markets and demands placed on it are just too much for any one company. IOW, there's a natural limit to how large a single company can be and still retain efficiency in its markets. I think its possible for Intel to regroup and solidify its position again to retain its current dominant market-share, but not unless it hunkers down to do so. Instead, it continues to widen its scope, with new products and endeavors, and new pushes into "emerging markets". By doing so, it is simply risking trading one market for another - which may prove elusive. The Chinese are quite capable of producing x86-compatible silicon of their own, and will have no compunction about doing it if they decide it's in their interest.
- Posted by: techboy_z Posted on: 05/02/06 You are currently: a Guest | Members login | Terms of Use
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