Well, I made my reply already yesterday :
http://forums.anandtech.com/showthread.php?t=2471470.
I think they might try again once they have their 5G modem up to snuff and Core has shrunk a few more times, so like in the 2020 timeframe on 7nm. At that time, the PC shouldn't be hurting their bottom line anymore so much (and give relatively stable base income), their IoT and NAND+3D XPoint projects should have grown to a bigger size and be taking off and together with the whole DCG business (at >10% per year with silicon photonics, Xeon Phi, networking, FPGA and omni-path all established), Intel *should* be healthy and growing at a decent clip.
But if you're already spending at a $12B R&D rate, and you know that you need ever more money for Moore's Law, you know that you can't invest in businesses that don't contribute meaningful to the bottom line IF you're not growing like in 2015, you know you must reshuffle those resources to the profitable segments, which is about what Intel has done now.
So if you're an investor, February was a good time to go long, I'd say, at least if they start delivering from now on. (How many years is BK now talking about the "transformation" of the company to set it up to get growing, and how long have those "great" products been on the horizon, always 12-18 months ahead until we see they're delayed even further.)