Intel Corp (INTC)

[Golfbum]

re: design loss

i'm not so sure any specific board manufacturer can't be replaced pretty quickly. they really don't have much value add unless they've got a really good distribution network. perhaps msi has this but i see most store shelves crammed with nearly identical graphics cards so i find it hard to believe.

re: yield

now that could be something significant if real.

i'm still surprised they need to do an offering or raise debt unless something big was in the offing like a major new product thrust or an acquisition or...

can't believe this will be taken well by their investors.

gb