Who knows, they've been trying to get into the fab business since I left there about 10 years ago. This opportunity could be what finally kickstarts that idea into reality.
This is "Intel: The sequel. Uninformative priors abound"
e.g., Under new management.
New head, same body! Its likely the reflex are still here.
That's why Intel got rid of Bob Swan (MBA) and hired Gelsinger as GEO. Gelsinger is in an engineer, he was the architect of Intel 80486.
I went from bearish to bullish on INTC when they hired a product guy instead of a bean counting guy. 5 years from now we’re going to look back on Intel as an incredible opportunity.
Swan wasn't the problem, as I understand it. Krzanich was an atrocious leader, and Swan's job was basically to put out the dumpster fire that Krzanich left behind after he was forced out.