1.原文連結：
https://reut.rs/37XTpR6
2.原文內容：
節錄
Loeb asked Intel to retain an investment advisor to evaluate strategic
alternatives, according to the letter. Third Point believes that Intel should
consider separating its chip design from its semiconductor fabrication plant
manufacturing operations, according to the sources. This could include a
joint venture in manufacturing, according to the sources.
Intel customers, such as Apple Inc, Microsoft Corp and Amazon.com Inc, are
developing their own in-house silicon solutions and sending those designs to
be manufactured in East Asia, Loeb wrote. He suggested Intel must offer new
solutions to retain these customers rather than have them send their
manufacturing away.
3.心得/評論：
規模150億美元，持有Intel約10億美元部位的避險基金 Third Point LLC CEO Daniel Loeb 寫信給 Intel Chairman Omar Ishrak，要求 Intel 聘僱投資顧問評估可能的策略性交易，以維持其在微處理器上的領導地位。例如將設計與製造部門切分開來，並提出新的解決方案以留住 Apple Microsoft Amazon 等大客戶。消息傳出後 Intel 一度大漲超過 5%，目前上漲約 4.x%。
Third Point 過去曾促使 Prudential, Dow Chemical 等公司尋求交易。Intel 的 IR 隨後發表聲明表示 Intel 歡迎投資人提出的意見，將會與 Third Point 聯絡以進行了解。