Intel Capital in particular, as that was long described as a pipeline for M&A.
If Mobileye is divested then that would be another case where Pat clearly wanted to retain the conglomeration.
Each divestiture should unlock value, enabling Intel to reduce debt and focus capital on the core business.
If they spin off at least the HVM fabs then that would be a big positive.
TD arguably should remain as part of Intel, funded by Ronler production, Product groups and tech transfers to the HVM Floundry.