Pleydell-Bouverie: What's being underappreciated is that chips are no longer a cyclical story

Why don't we start off with that Intel Soft Bank news. We saw the moves for Intel and for SoftBank. SoftBank moving lower on that news.What do you make of this when we're seeing investors kind of going into a company that a lot of people considered troubled and has one big red flag. They haven't found a big customer for their foundry or chip manufacturing business. >> Uh well, you hit the nail on the head, Frank.And this is a company that really needs investment because they are behind TSMC to such a great ...