https://finance.yahoo.com/news/bill-gates-reminder-on-intel-struggles-one-can-get-annihilated-if-you-miss-a-turn-in-the-market-200028989.html
Bill Gates reminder on Intel struggles: One can get 'annihilated' if you miss a turn in the market
A grim prognosis.
If leadership can’t execute, the next National Semiconductor
It was discussed about 8 minutes from the start https://youtu.be/8J0IfqKIprw?si=_LSg9FwyXREdP5CF . I do not feel that he has a deep understanding of the situation at Intel but the example of IBM and Microsoft is a good one.