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@mrzod
Intel's recent challenges have been on my mind the past 24 hours. Would there ever be a scenario where the company is taken private by domestic or foreign "U.S.-friendly" PE firms?
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@mrzod
While the massive equity check is the biggest hurdle (potentially solvable via a "club deal"), here's why it might make sense: 1/ Intel is a national strategic priority. It's vitally important that the U.S. can produce bleeding edge chips on U.S. soil by a U.S.-controlled firm 2/ With interest rates expected to drop soon, the government can provide attractive financing options to make PE returns palatable; this skirts the "government bailout" argument
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