Intel Corp (INTC)

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BK on Foundry

There’s going to be a segment of this market that, no matter what, is not going to move to Intel Architecture, it’s not going to move to X86. And so as soon as you embrace that, okay, those people aren’t going to move, it’s okay, I don’t have to isolate them. What I can do is embrace that and say, "how can, for my shareholders, I go make a profit from that space"?