popzi
10-09

$Intel(INTC)$ A once dominant monopoly, Intel forgot how to be anything but a monopolist and became arrogant and complacent.

The only path I see is splitting the company into fab and design. The fab teams up with Tsmc and Samsung to produce chips as a second source, as well as its own 18A. They even make x86 for companies like Nvidia, and the big cloud guys.

The design house becomes like Amd $Advanced Micro Devices(AMD)$ - smaller and with better cash flows.

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