Management is SAYING that the company won’t be split… even though it clearly is being set up to do so. Having separate P&L for two halves of the business will show that one side is su-king wind very hard. That side will take some massive cuts, the other slightly smaller. When Q1 earnings are reported in April… the excr-ment will have hit the oscillating wind mover.
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@paa You can’t spend the kind of CAPEX try telling that to the leaders who will "influence" the market
Holding company, here we come.
Too bad, the fab folk were making good coin. Now it will be survival of the fittest as they transition to the cutthroat environment of pure manufacturing.
economics always wins at the end. the economics will force a split. there is no other economically viable path.
market has decided intel is good for nothing and will be split. It's not up to the pretend influentials now what a delusional bunch of id--ts
You can’t spend the kind of CAPEX not oroceee RD with the volume of x86.
Intel is now outsourcing everything but the ceo tile. Think about it about 75% of the silicon area is made by the big boy!
There is no whale of size coming that can save IFS.