Intel will likely respond with the minimum amount of changes that combined with their brand inertia will result in maximum revenue for them.
That, at first, will likely seem like the "rational" way to balance this "new competition" from AMD with keeping investors happy, but they're forgetting one thing -- in that equation the "brand inertia" they love to take advantage of is going to erode with each such "minimal response", until there is none or very little left.
What I'm trying to say is that consumers will put up with a company releasing sub-par/low-value products because they "trust the brand" only for so long, before they give in and start embracing the competition's brands -- as they should.
I mean, unless you, as a consumer, suffer from the Stockholm syndrome, you shouldn't be rewarding Intel for being forced to lower prices on some of its products or add more cores, just like you shouldn't have rewarded Comcast for offering fiber in places where Google Fiber arrived. You should be rewarding the competitor that caused that to happen -- that is if you'd still like that competition to continue in the future.
In Google Fiber's case, that competition disappeared because people were unwilling to reward it and stuck with Comcast/AT&T. And now they'll suffer from it for another decade or so, until another major disruption/competition appears (SpaceX satellites maybe?).
That, at first, will likely seem like the "rational" way to balance this "new competition" from AMD with keeping investors happy, but they're forgetting one thing -- in that equation the "brand inertia" they love to take advantage of is going to erode with each such "minimal response", until there is none or very little left.
What I'm trying to say is that consumers will put up with a company releasing sub-par/low-value products because they "trust the brand" only for so long, before they give in and start embracing the competition's brands -- as they should.
I mean, unless you, as a consumer, suffer from the Stockholm syndrome, you shouldn't be rewarding Intel for being forced to lower prices on some of its products or add more cores, just like you shouldn't have rewarded Comcast for offering fiber in places where Google Fiber arrived. You should be rewarding the competitor that caused that to happen -- that is if you'd still like that competition to continue in the future.
In Google Fiber's case, that competition disappeared because people were unwilling to reward it and stuck with Comcast/AT&T. And now they'll suffer from it for another decade or so, until another major disruption/competition appears (SpaceX satellites maybe?).