Industry Expert Blogs

Reading Intel analysis lately has been a lot like reading fantasy baseball analysis. Intel should buy Altera. Intel should waive Atom. Intel should fab for Apple. All of those have a near-zero probability of happening IMHO, and yet pundits continue to pitch their version of alternate reality, dealing away product lines and strategies left and right.

Let’s debunk this fantasmagorical deal-making – and no, I do not own any investment position in Intel or the other companies I’m about to mention.