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Here's the problem for Intel. A modern fab costs up to $5 billion. If we get really smart and design our fabs differently they will cost up to $5 billion. Lather, rinse, repeat..

Here's the thing about platform dominance: for the most part it just happens. Then it can be defended, maybe, but not even Microsoft can seriously just set out to dominate a new industry. The odds are very much against it.

Want to control the future? DON'T buy a tape drive company.

Terry Semel is an old studio boss in a Silicon Valley office. There is nothing wrong with that except that no studio boss every redefined the future.

For a guy who thought in German, Einstein sure did come up with a lot of pithy quotes in English.