@TKXb4WZ-1uoc Between 1990-2010 was and amazing two decades! x86, went from process and manufacturing laggard to leader. Sadly the gravest mistake was in the promotion of poor leaders and weak BoD. The rot from bad and arrogant management sowed the mistakes which are now becoming apparent and no amount of spin can hide it.
The server monopoly has been rebreached by an executing AMD with a smart CEO and riding 7nm will likely pull a repeat of what happened in the late 90s. The difference this time intel won’t have process or manufacturing leadership to fall back on, it will indeed be ugly if the BoD doesn’t make big changes this year. Even if they are bold enough to make it changing the direction, cultural and bring new initiatives and execution will take 2-5 years.
Intel is at the tipping point this year