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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (11590)	7/16/2021 1:16:59 PM
From: Sun Tzu	Respond to of 26636

IMO, they should be getting out of the fab business rather than buying a 2nd tier one. That is what Novel kept doing. They bought WordPerfect to go against MS Word. They bought Corel Draw to go against Adobe (or was it some MS app? It's been long). They kept buying 2nd tier companies to shore up their own things, bat that only weighed them down. Novel became the mythical elephant cemetery for software companies. Let's hope that Intel won't be the same for hardware companies, but their track record says otherwise. If I were Intel, I would sell my Fab to TSM in exchange for equity in TSM. Let TSM run and operate and do what they do best while you share the profits. And then I'd focus on improving my design and produce real innovative chips. Sony has a similar issue. They've allowed their content side to hamper their hardware side. They should spinout the HW so it can do what it does best. I'd love to buy their HW units. I could not care less for their software and media business.