Lio23
02-22

Part 3

With regard to the Anti Trust laws, if TSMC invest under 20% into Intel, it can circumvent such a law. My point is there are many variable on the M&A structure, but more importantly, it is the Direction of the USA to save Intel and when the nation is behind the company, there is alot of hope.

 

Lastly I would also like to point out that if the direction is for Intel to go through a M&A procedure, it will not make a lot of sense for any good CEO to join the company. It is like joining a company and preparing to be on the chopping board. The current interim CEO whom is also the CFO for Intel can do the job very well as that is more of the CFO’s job to oversee M&As.

After the M&A is completed or finalised, the newly formed entity can hire a good CEO. 

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Comments

  • Dan1192
    02-25
    Dan1192
    agree with this, but I think any actual news of M/A will probably come only in Q4 even the intricacies. meaning another 2 rounds of earnings that will likely push the price down. probably starting a DCA position is good but not anything sizeable yet
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