Why waste so much time on speculative rumors when there are so many more positive events that actually are happening? Clovertrail plus, Haswell and all the new ultrabooks, tablets and mobile phones are what will drive Intel's stock. Foundry deals that do not involve Apple or Samsung making x86 based smartphones are just a footnote to Intel's financials.
"Why waste so much time on speculative rumors when there are so many more positive events that actually are happening?"
[Because I believe that it's useful to figure out what's happening before it happens and frankly I think it's fun to speculate. There are so many major forces in play and I find the possibilities to be rather fascinating. Sitting back and waiting for it all to show up in the press is deadly dull. I think the moves in the foundry areas might be quite meaningful. Below is a third party opinion.]
["Respected analyst Gary Smith added: "This is very bad news for the big commercial fabs. Fpgas are the high volume, high margin cash cow designs that keep the line full and steady money coming in. This new Altera 14nm deal is the Intel foundry scooping up the gravy dollars away from TSMC." "]