Intel Corp (INTC)

[Golfbum]

With 100K employees and the existing BOD having gone through the "foundry" business model, no doubt, dozens of times at SLRP, I'd be astounded if an outsider came in "RR style" and declared foundry as the shiny new thing.

Furthermore the same analysts who keep declaring that foundry esp Apple foundry brings exciting possibilities will bemoan the gross margin hit that would no doubt come with it.

gb