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Re INTC and
Apple
I have recently been reading certain reports that Apple's own
CPUs are now beginning to approach the performace of an INTC CPU.
The speculation is growing that Apple could soon decide to
drop INTC.
I continue to think that INTC faces tremendous challenges in
this area, including the very lucrative Server Market, or
DataCenter segment as is generally referred to. INTC stock
has managed to stay at lofty levels and it is probably because of
the fat dividend it pays, but that reason should not be a reason to
stay long the stock. One day investors may wake up to the
find that the future has arrived.
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