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The Intel Opportunity

From Stratēchery comes an insightful analysis of Intel:

Intel’s Identity Crisis, v1

Intel originally found success as a memory manufacturer. It’s 1103 chip was the first commercially available DRAM memory, and the DRAM business led massive growth throughout the 1970s.

Intel was already the best microprocessor design company in the world. They just needed to accept and embrace their destiny.

Intel’s Identity Crisis, v2

Intel reaped the benefit of Grove’s repositioning for 25 years. Their chip designs were the foundation of the PC era, and while they faced nominal competition from AMD, they gained many of the economic benefits of a monopolist. But for a brief spell around the turn of the century, a “good” computer required an Intel chip, and they charged prices befitting their place in the PC value chain.

Intel’s identity as a chip designer is increasingly irrelevant.

Read more at: The Intel Opportunity


About the author

Stephen Foskett

Stephen Foskett is an active participant in the world of enterprise information technology, currently focusing on enterprise storage, server virtualization, networking, and cloud computing. He organizes the popular Tech Field Day event series for Gestalt IT and runs Foskett Services. A long-time voice in the storage industry, Stephen has authored numerous articles for industry publications, and is a popular presenter at industry events. He can be found online at,, and on Twitter at @SFoskett.

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