1.原文连结：
https://slashdot.org/story/20/12/29/2338243/
2.原文内容：
Activist hedge fund Third Point LLC is pushing Intel Corp to explore
strategic alternatives, including whether it should keep chip design and
production under one roof, according to a letter it sent to the company's
chairman on Tuesday that was reviewed by Reuters. From the report:
主动避险基金Third Point LLC正在敦促Intel检讨其战略，包括该公司是否该继续自
主生产芯片。路透社根据Third Point LLC寄给Intel执行长的信评论：
"Were it to gain traction, Third Point's push for changes could lead to a
major shakeup at Intel, which has been slow to respond to investor calls to
outsource more of its manufacturing capacity. It could also lead to the
unwinding of some of its acquisitions, such as the $16.7 billion purchase of
programmable chip maker Altera in 2015. Third Point Chief Executive Daniel
Loeb wrote to Intel Chairman Omar Ishrak calling for immediate action to
boost the company's position as a major provider of processor chips for PCs
and data centers. The New York-based fund has amassed a nearly $1 billion
stake in Intel, according to people familiar with the matter."
"如果获得支持的话，Third Point的建议可能为Intel一直没有将更多芯片生产外包这点
带来重大变革。这也有可能导致Intel放弃之前的某些并购包含Altera这家芯片制造商。
Third Point执行长Daniel Loeb在信中建议Intel执行长Omar Ishrak立即行动以保持其
目前在PC和资料中心市场的龙头地位。这家位于纽约的基金已经买入了将近10亿美元的
Intel股票。"
3.心得/评论:
Intel制程落后三星和台G
AI落后NVIDIA
苹果抛弃x86改用ARM
NASDAQ大盘涨43% INTEL跌21%
Intel的高级主管们到底在想什么？