- “Intel isn’t the bellwether it once was.” PCs and servers have declined in importance to overall tech spending.
- Lots of people have been laid off already. Fewer employees mean fewer (Intel-based) computers needed.
- The “virtualization” trend towards fewer servers is bad for Intel specifically, not bad for everyone.
- PCs, servers, and communications gear will get whacked. But software and services — which Intel doesn’t offer — will “fare better.”
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