Tomshardware.com has an insightful analysis of Intel’s foundry plans. They state Intel aspires to be #2 foundry device by 2030, beating out Samsung for that rank behind TMSC. Imho, to do so would require a huge culture shift away from being totally focused on their own CPU products, to being focused on making their customers successful at getting to market with products profitable for the customer. Not currently in their corporate DNA! Would like to see it happen though. $Intel(INTC)$

Some eye-opening facts:

In the last 12 months there were zero insiders selling INTC shares.

In the last 12 months there were 3 insiders buying INTC for a total of $2.94 million

Patrick Gelsinger, the CEO, is the single biggest shareholder with almost a half million shares. This is more shares than any single institutional shareholder, including mutual funds and hedge funds.

The CEO is putting his personal money on intel’s success. Some short sellers try to downplay this fact by saying Pat is using money he got from the company to buy those shares. Well, no chili son, he is an employee who gets paid by Intel. Where else would he get his money from? It’s still his own money that he could do as he pleases with, like buying a yacht!

Disclosure: the above information obtained from marketbeat website and yahoo finance.

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