Intel must find a way to dominate the mobile market, utilizing advanced silicon technology is an advantage but also and perhaps far more important a new mind set. Intel's new CEO first task: Get the mobile market!
intel 's trouble is too deep.
I don't see anyone (smart one) want to pick this huge pile of mess.
the best future of intel might be to let it fall apart.
it will evolve into a big piece of foundry, a piece of fabless processor, a piece of nand...
anyone want to hire me as consultant can msg me... (predicted intel's fate precisely last year)
any smart ppl wont' want to get into the deep faction politics of intel. he ll get burned like a piece of toliet paper.
in the end some idiot might pick up the mess and can't work it out. it's the same story as kodak, nokia...
the best solution is just let it disappear.
it's much easier to build some thing ground up rather than transform this huge monster.
Large and successful companies usually get frozen into old ways of doing things, too many mid level managers who have a stake in continuing the old way. And then comes the technology shift, followed by confusion, wild swings, disintegration,...
IBM survived because it had the intellectual capital to shift to software services.
Intel is too deep into transistors and fabs, lazy designers who use far too many transistors because they know the Fabs can still make them Need to replace Salesman Otellini with someone who has strong leadership in system design. I recommend Prof. Hennessy ( who originated RISC designs, wrote the standard textbook for Architecture and founded MIPS ) and now is the President of Stanford. He can bind together both SoCs for Mobiles and CPUs for Servers with a uniform microcode and scalable architecture. Also being an academic Prof. Hennessy would be a breath of fresh air for the rather Stalinist organization at Intel ( instituted ironically by Andy Grove who himself fled Hungary to escape Stalinism ) to deliver the x86 tick - tock !
Second choice : make Warren East of ARM an offer he can't refuse !
Joining Intel at the top from outside is the ultimate sign of having low intelligence.
Share holders of a Stalinist organization needs to find a new Stalin in Lavrentiy Beria, not a Gorby. Otherwise, your 401K goes the way of Berlin Wall.