Interesting article that shows how take-over threats and quarterly demands of Wall Street can kill off long term investment.

My biggest concern in relation to investment into Intel was competition from ARM-based server chips. While these are still not able to threaten the high performance end, there are a whole class of workloads which could be more efficiently and cheaply performed by high core count, low per usage chips.

With Qualcomm dropping out of the race, x86 remains the only game in town in the near term.

https://www.bloomberg.com/news/articles/2018-09-20/qualcomm-s-bid-to-chase-intel-in-servers-fell-victim-to-broadcom