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Thursday, 07/20/2023 11:59:05 AM

Thursday, July 20, 2023 11:59:05 AM

Post# of 196201
If I was Pat Gelsinger and wanted to create exceptional shareholder value for Intel shareholders ( current share is low and shareholders need to accept a pretty risky capital intensive foundry strategy) and at the same time create US geopolitical leadership in Photonics, I would consider to divide Intel into three separate publicly traded Nasdaq entities. Intel Semi Conductor Industries ( lots of government subsidies available ), Intel Foundries ( manufacturing where capital investments are huge but where you control the ‘design only’ companies/ competitors and cream off their current excessive margins based on little capital investments) and Intel Photonics ( future growth and exceptional margins using current Intel foundry infrastructure) . I would acquire Lightwave. I would offer Michael Lebby and Partridge, as in the past and well known to Intel Photonics, to run an independent Intel Photonics. Shareholders in Lightwave Logic would be big beneficiaries . Of course BlackRock and the other Wallstreet investment bankers are ‘ well aware of this’ and will try to accumulate shares at fire sale prices both in Intel and Lightwave. Shorts are just willing collaborators and will be screwed big time. Fortunately for shorts I am not Gelsinger.
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