Intel Corp (INTC)

[Dmcq]

I am telling you, if they don't pull all the triggers they have with Goldmont and the transition to 10nm, they are out of this business and the risk of holding Intel increases a lot. They won't be the best foundry out there, especially not without a process lead, which they are about to lose at 10nm I suspect (or just a very thin lead).

Goldmont isn't central to Intel's business. How well it is designed has very little to do with the fabs. And I really can't see how they are going to lose their process lead in any relevant timescale with the amount they invest into it and their interest in keeping a performance lead.