U.S. can't really help Intel prove its ability to execute: Bernstein's Rasgon

For more on what this means for Intel and for America's semiconductor industry, let's bring in Bernstein Stacy Rascott. Stacy, want to get your thoughts on this. Is this good for Intel.Well, I mean, it's good in the sense that they're getting dollars that they, you know, may or may not have gotten otherwise. But at the same time, if they were supposed to get those dollars before, they were going to get them for free, and now they're giving up presumably 10% of the company for them. Um, I think the biggest i ...