This has been an interesting quarter. After Andy Grove left, Intel often seemed to struggle with its place in the world and seemed at odds with the computing OEMs. Now, though, it seems more and more like it did when it was 20 years younger. It's not alone, either. Microsoft, which seemed to have forgotten why there were OEMs in the first place for the last 15 or 20 years, suddenly is acting much more like the firm we knew in the early 90s. It feels like these companies have discovered the corporate fountain of youth.
Tuesday, December 16, 2014
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