Expertise in making semis and business are two totally different endeavors and Warren Buffett being the world's leading expert on business knows this. This is why he invested five billion in TSM instead of Intel. Intel has to make a choice; they can't be both. If Intel tries to do both, there is a good possibility they will fail at both. Many don't fully realize it, but Morris Chang was not only a technical genius, but a business genius as the results have very clearly shown. TSM has a very tight laser like focus, while Intel is still looking for answers. I would like to see both companies prosper for the good of the industry, but see Intel being a bit lost. Not having a visionary like Andy Grove has really hurt Intel and all we can do now is hope Gelsinger can join the ranks of Andy Grove and Morris Chang. The greater the progress of the semi sector, the better chance for a better world for all. The ecosystem that semis of all types have built give mankind the best chance of dealing with the severe social and environmental challenges before us. We need all the success and progress we can get if we are to survive on this planet. Success can come in many forms and I hope Gelsinger can attract the funds and resources he needs to do this, but as of today TSM is winning, and Warren Buffett is an expert at picking winners. Any thoughts, comments or additions sought and welcome for they will help me in my personal endeavors. SemiWiki and its readers have been a valuable resource for me.