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A comment on Hedge fund Third Point urges Intel to explore deal options.
1. They need to fend off AMD in x86 and in the absense of a process solution that means TSMC.
2. Opening up fabs would maximise the value of manufacturing and support ongoing investment as x86 declines.
3. Sell everything that is non-core and a distraction.
4. Fix the culture.
Note that 1. and 2. don't necessarily mean splitting the company.
Not simple though - especially 4. (easy from the armchair though!)
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1. They need to fend off AMD in x86 and in the absense of a process solution that means TSMC.
2. Opening up fabs would maximise the value of manufacturing and support ongoing investment as x86 declines.
3. Sell everything that is non-core and a distraction.
4. Fix the culture.
Note that 1. and 2. don't necessarily mean splitting the company.
Not simple though - especially 4. (easy from the armchair though!)