Re: Intel, ARM Battle over IoT
IMO Intel was slow to acknowledge the shift from PCs to IOT and mobile apps as the driving application for valuations, architectures, and revenue. Given Intel’s history and the synergy between Moore’s Law and PCs, that delayed recognition of the shift in technology emphasis is understandable.
However, IMO Intel has made it quite clear that they have refocused their strategies in line with these newer applications, and where I think Intel has the ultimate advantage is their ability to create the necessary infrastructure in support of their technologies that is so important. It is the synergy among the full set of suppliers rather than the stand-alone brilliance of a single company that is going to define the winning technologies IMO.