The market has read the tea leaves as well, thus explaining the stock performance of Microsoft. Same goes for Intel. Despite its efforts to launch new chips or dabble in likely-to-fail OS efforts such as its joint venture with Nokia, the Mobilin, Intel resembles an elephant on top of quicksand.
As I said yesterday:
Competition is almost always a good thing for consumers. My fear would be that Intel tries to monopolize the market much like they did with the PC industry. It would seem to me that if Android or WebOS ran on any mobile chip, that it would take one step closer to being the Windows of the mobile market.
That still stands. A lot of people predicted that Microsoft was too late to get into the video game arena with the introduction of the Xbox. What nobody accounted for was Microsoft’s determination, and money. Intel is seemingly in the same boat.