Harvard Business Review has posted something right up our alley: "Why Leaders Don't Learn From Success"
Also, the HBR essay links to a similar discussion of how Pixar avoids being brainwashed by its own success (something I had always wondered about - they seem too consistently successful): "How Pixar Fosters Collective Creativity".
There is a big difference between a lucrative monopolistic position (created by intellectual-property law and the huge costs of designing and fabbing microprocessors) and many of the other situations firms find themselves in.
Also, I do not see how your link supports your position. Is Grove not saying that he found himself in a postion in which if Intel had failed even once, it would never have recovered its greatness? How is that