That's a good point, there's also Trump coming in and potential tariffs. The path set by Pat Gelsinger may no longer be the most profitable, in the short term.

That's a good point, there's also Trump coming in and potential tariffs. The path set by Pat Gelsinger may no longer be the most profitable, in the short term. Why invest and restructure if you expect the incoming government to cut your competitors off and allow you to cruise along for another four years?