I am still wondering what caused Dr. Taylor to make that comment about Intel, I have thought about that comment many, many times and would love to know the answer. I think you make some very valid points, think Intel will have to think (poet) in the future, if other companies start using poets and get the kind of advantages from it that we think they will, then Intel will be forced too, or risk losing market share.
I would think Suresh knows what Intel would need to stay Dominant, he is smart, I am very curious to find out what his response will be to the Intel question, you know he is going to be asked sometime, If we knew the reason for Dr. Taylors comment, we may also have the answer to the "will Suresh engage Intel"question.
