Intel Corp (INTC)

[fastpathguru]

Do you really think TSMC will win this by hoarding cash up front?

TSMC is "hoarding cash?" Did you not read the part where I said cash is growing while capex spending is also growing?

If you see, as you've said, Intel's capex cut as a red flag, why are you harping on TSMC which is in the opposite situation?

The Intel supporter has always fallen back on, "Intel will win in the end because they spend more than anyone else on manufacturing." Well, now they're clearly not, and they're headed in the wrong direction relative to TSMC, etc. Suddenly it just doesn't matter? Now it's, "they could if they wanted to?"

fpg