The situation facing Intel's new CEO is not unlike that facing Andy Grove in 1987. Intel needs a similar response. http://stratechery.com/2013/the-intel-opportunity/ …
.@AngelLamuno the problem is premium price is relative. A premium x86 chip costs 20x a premium ARM chip. Bye bye margins...
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@monkbent Yes, but that’s precisely why all disruptions take place. - End of conversation
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