Replies to post #142516 on Intel Corp (INTC)

[biosbob]

re: Getting rid of the last vestiges of manufacturing with a JV for ATMP. I don't think anything is left. 1700 employees going and $320M net cash once the deal closes in 2016.
Wow, I didn't realize AMD had any buildings left. I used to think the hidden value in AMD was patents. Turns out it is real estate.

[Elmer Phud]

GB

Getting rid of the last vestiges of manufacturing with a JV for ATMP.

Yup and their backend costs just went up. That JV isn't going to give a sweetheart deal to a 15% owner.