Demonstrated process leadership at scale is all that matters; 3-d packaging, powervia, ribbonfet, gate all around, etc etc are all components of that
Revenues, gross margins, FCF, all derive from that one way or another
And clarity and accountability are served by breaking up the company, so that in short is the path to realizing the full potential of INTC
It is not about financial engineering, subsidies, geopolitics, etc; the more you allow yourself to get dragged into the financial weeds, the more you are playing Management's obfuscation game
I can't wait for this company to return to the basics$Intel(INTC)$
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