[genmud]

I think that Pats strategy is what the fab needs to do to be successful.

However, I think the fab and design should be separate companies, with separate accountability and goals/objectives. There is just too much baggage by keeping them coupled. It doesn't let either part of the company spread their wings and reach their full potential when they are attached at the hip. From the outside perspective, that is the thing that Pat has seemingly been focused on, keeping it together, and its why people have lost faith in his leadership.

I also don't think that from a investment / stock standpoint that accelerating the depreciation / losses related to restructuring on the most recent quarter was a wise decision, since what Intel really needed was a huge win right now.