Intel Corp (INTC)

[muzohub]

I would take the factual foundry move as a positive and discount his other comments quite a bit

before you do that it's advisable to look for the actually "factual" stuff in the post. There is a plan to use intel but actually they will use tsmc first:

China’s Spreadtrum Communications will use Intel Corp.’s 14nm FinFET process technology, for both the low- and high-end mobile chips the company plans to launch in 2016, Leo Li, chairman and CEO of Spreadtrum, told EE Times Tuesday (May 26).
..
Before the end of this year, the new SoC that will actually come out of Spreadtrum will use ARM-based octa-cores. That processor will be made by using Taiwan Semiconductor Manufacturing Co.’s 16nm process technology.