Intel's One True Stakeholder is Here

Finally, after all this time, I think the endgame for Intel might be here. If you missed the news, there is a rumor that the Trump administration could be taking a stake in Intel. This feels like a long time coming, but the incompetent board is still fighting. For more work on the board, read both mine and SemiAnalysis’s pieces. Source: WSJ The final stakeholder is here, and Intel needs to do a better job of capturing its attention and help. Let’s walk through a brief recap of how we got here an...