Maybe too long not feeling threatened by AMD? Getting too comfortable being the best buggy whip maker around to notice the growth market isn’t buggies anymore, but cars (i.e., mobile devices)?
Maybe I don’t pay as much attention as when I sued technology companies for a living so maybe I’m missing something, but from my casual perspective lately I’ve been confused watching Intel get in a lot of tablets with Atom early, but appearing to lag behind the competition. Not getting everything on one chip; using too much power vis-a-vie the competition; too slow per watt; and isn’t their latest version barely, if any, better than the last?
It just doesn’t sound like Intel is intent on being a/the mobile leader, and it shows. Since mobile smartphones/pads etc. will, IMO, be driving growth for while I think they’re going to go nowhere being king of the desktop hill.
And their acquisition strategy (maybe that’s too generous of a word here) suggests a lot of money and no clear plan of what to do with it.
Again, I haven’t studied them in depth in years, but this is how things strike me. I concede I could be off.