Generally yet another good article of which in part touches on the marketing strengths of INTC. I cannot comment on his technical evaluation of the chips, either in production or what is to come, but surely in the technical competence category, INTC is the market leader. But wait, so what? How does that lead to the promised land? Here is where marketing comes into play. Pricing and discounts, manufacturing and on-time availability,distribution, technical support and so on. This is where INTC has a unique strength that can't be replicated.
Equally important, the question remains, who will replace Paul? Crazy as it may sound, surely the possibility of choosing someone from ARMH can't be ruled out. Confused? Take a close look at the DELL's case where a former executive has actively taken a key position with counterbidding sides.