Wall Street treating Fabs more as a liability than an asset. Paul O. said fabs are Intel's most important asset, but no one is buying it.
Intel is run as a company, not as a stock. Quit complaining, sell and get out. Intel stock won't go anywhere for a long time, because Wall St wants it to do its bidding.. Short term profits.
Some analysts are deliberately misinterpreting statements made by CFO.
The $2 billion in additional capex did not increase wafer output and will not impact manufacturing margins.
It's like the WMD story - at the end almost everybody bought in