Intel: From Winnie the Pooh to Red Bull
November 25, 2006 3:28 PM
Intel's fast recovery in the retail space took everyone by storm, but should it have?
If you asked me last year if I thought Intel would turn their product line around in twelve months I would have said it's highly unlikely. To me, Intel’s product line was about as interesting as a cold sore last year.
Granted the upcoming products (Conroe/Kentfield at the time) looked interesting, but I figured they would have a tough time blowing out their existing inventory of Pentium branded processors. I was also very sure (and vocal) that Intel’s most exclusive customer would switch some of their product line to AMD in short order. I was right on that point, as were some others – and Intel continues to lose market share to this day as a result of this sudden unexpected switch.
Last year I was so down on Intel that when the stock hit $30 that I thought there was no upside in sight for at least two years.
Well, it turns out that I underestimated Intel's ability to ...
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