If Intel Bought MediaTek, ARM Would Be a Short

Ashraf Eassa, The Motley Fool
November 29, 2013

After Intel'sanalyst day, a number of analysts came away thoroughly unimpressed with Intel's plans in the mobile space. While it really does seem that Intel is setting itself up for long-term success, it is important to understand the other side of the coin -- investing requires an ability to understand both sides and then to pick one.

Indeed, Doug Freedman from RBC Capital Markets downgraded Intel from "buy" to "neutral," noting that it could potentially make more sense to simply take out low-interest debt and buy MediaTek as a way to quickly get into handsets and tablets.

Does this make sense?

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