Fantasy Tech-Ball and the Intel Rumor Wire
July 7, 2014
Reading Intel analysis lately has been a lot like reading fantasy baseball analysis. Intel should buy Altera. Intel should waive Atom. Intel should fab for Apple. All of those have a near-zero probability of happening IMHO, and yet pundits continue to pitch their version of alternate reality, dealing away product lines and strategies left and right.
Let’s debunk this fantasmagorical deal-making – and no, I do not own any investment position in Intel or the other companies I’m about to mention.
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