the key point for me is "it will take couple years".Yahoo Finance: Intel CEO: My job is to win Apple back.
Intel has its sights set on regaining lost business from Apple, explains CEO Pat Gelsinger at Yahoo Finance's All Markets Summit.finance.yahoo.com
Probably I'm too dumb to understand the modern practice of marketing and customer relationship. To win back Apple's business, from Pat Gelsinger's point of view, the first thing Intel must do is to have six YouTube videos to discredit Apple's products.
According to this Yahoo interview, Pat Gelsinger believes Intel must to have superior products that Apple can not make themselves in order win Apple's business. I disagree with his logic and thinking direction.
TSMC gets bigger and better is not because they keep attacking Apple, Qualcomm, Xilinx, Nvidia, AMD, or even Intel's products, features, and credibility. Actually TSMC has no semiconductor product that is better than any TSMC's customers'. In reality TSMC has no product that can compare/compete against TSMC's customers'.
If Pat's approach really makes sense, then I should have told my son that the best way to win back his ex girlfriend's heart is to badmouth her credibility, make her feel inferior to him, and make her to realize that he is so much powerful than her.
Am I too harsh on Intel?
Pat talk about it will take Intel couple years to win back Apple or use Intel foundry. in a couple years, the industry might decided to design their own chip and outsourced to foundry for production and skip Intel's chip altogether. can Intel be a foundry in couple years?
maybe Uncle Sam's free money can help Intel