IDM 2.0 is a huge gamble and not solid investing… Warren Buffett preferred to invest in TSM rather than INTC and that should tell us something. PG’s moonshot is an insane proposition and the real investors see it.
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Morbidly curious VMware person here. Interesting to see that PG is offing up INTC just like he did at VMW. He was vastly overrated as a CEO, with no better ideas than to overpay for botched acquisitions, and jump on the latest virtual signaling bandwagons. Nowadays since his departure, the absence of a coherent strategy and his organizational incompetence are coming home to roost. Lots of dumpster fires across the board, and the company was set on a course from which it would probably never recover, but then Broadcom is now stepping in to buy the joint.
If you don't believe in the IFS moonshot then you have the power and you can go work somewhere else.
If you have money and you have high conviction IFS will fail, then you can short the stock.
Well just remember, it's always easier to gamble with other people's money and livelihood. Even more so when you get paid for failing.
Taking prop bets... how many fab parking lots /empty fab buildings will be up by the time Intel announces the next country they will enter if handsome tax breaks are provided?
Beware of the powers of the Christ lover
I vote with my $... the trade is easy, long $TSM, short $INTC.
Too generous about IDM2.0 / IFS. In gambling and Lottery at least there is a chance no matter how small of getting lucky.
Intel has no chance at IFS. To say they will be second due to their captive x86 is market is a joke. This time around IFS will be like the first time around, nothing.
Pat has a better chance at Powerball Jackpot than IFS being successesful