I'm also intrigued by a potential breakup scenario where INTC spins off the fabs to become a pure foundry.
I view this simplistic scenario like buying a brand new Porsche
and cutting it in half with a blowtorch to enhance its value as two
pieces of metal instead of one.
The supreme value of Intel as it exists today is that its design
methodology drives its process development at the same time
that its process development drives its design methodology in a
very tight virtuous circle. No other corporate or institutional entity
comes close to matching Intel in *either* the design or process
development side let alone the synergistic combination and overall
technical capability to deliver the most advanced digital ICs in
high volumes and low cost.
Currently Intel is supreme in the field of high performance general
purpose MPUs but the focus is being expanded to include low
power and low cost computing, graphics, and wireless. Intel is
only weak in areas of rapid change, high fragmentation, or where
there is no value to be added beyond commodity products. Once
an IC market is shown to be sizable, persistant, and lucrative it
becomes a target for domination by Intel's business/technology
model. Transmeta experienced the back blast from this principle
in operation a decade ago and it is likely ARM will duplicate the
experience in its high end markets in the years ahead.
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