It is a peculiar and persistent form of myopia based on the wobbly assertion that the best technology will win in the marketplace. He who rides the best technological wave will ascend to glory. If technology determined success, there would be no Microsoft today. By any reasonable standards, MS-DOS, the foundation of Mr. Gate's empire, was an average technology when it was brought to market more than a decade ago. But Microsoft had all the other elements that created a compelling value proposition for its customer.
Value is what customers want.
Intel has got what it takes and has been a value leader for many years. Andy Grove has already begun to direct Intel's development portfolio toward communications opportunities. He has read the signals and made the call, just as he did several years ago when he vacated the memory-chip business, in advance of grinding competition and shrinking margins. With constant vigilance and change, Intel's success can continue for years to come. It underestimates how the next 10 years will be the decade of Bandwidth on Demand.