The Oracle endorsement of AMD gives the firm a nice beachhead and should allow it to expand that, particularly as it appears that Intel is distracted by other efforts, into a far more viable challenge to Intel dominance.
PCs and peripherals are force multipliers and crimping on them reduces the job satisfaction, loyalty and efficiency of the workforce. Millennials are forcing firms to rethink their more budget-focused strategies.
Firms generally buy companies in areas where they want to expand and lack the knowledge and skills. Then they put uninformed executives in to run the effort and seem surprised when the result is a disaster.
Threadripper makes AMD appear trendy, gives the company bragging rights on performance, draws potential buyers to the brand, and differentiates the company positively against Intel, its primary competitor.
If the Intel board could not do proper due diligence for Brian Krzanich or govern his bad behavior, why would anyone think they can choose a replacement, run their companies, or provide advice that is any better?
Boards really need to think through who they choose as CEO. Generally, you need someone with both the skills and attitude for what is not only a very difficult job but a very different job from any other in the company.
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