bullish
Episode 86: Intel's Inflection Point? Analyzing the Intel Plan.
SUMMARY
- Intel is spinning off their foundry division into its own entity within the company, with financial independence and guardrails in place.
- The company is not selling off assets as a whole but is making strategic deals, such as a partnership with Amazon.
- A letter from Intel's CEO to the team hints at potential activist investor issues and the company's legal obligations in response to potential acquisition offers.
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