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OT - INTC
<p><p>Pretty good article at Investopedia yesterday
(the 8th) on how INFN's metro offerings brings them into a market
with great growth opportunities (yes,I'm mindful of lt cap's caveat
about much tougher competition in that area). Cited S and P
Capital's projection that INFN will have 18.75% annual growth over
the next 3-5 years. You wouldn't think that from today's price
action (I do have a limit order set at $19.01. Probably won't get
there today. Possibly next week - or not.</p> <p>The
funny thing about S and P Capital IQ, which seems to have wide
ranging respect, is that a month or so ago some high level exec was
on Nightly Business report touting INTC as a great company to buy.
He was apparently completely unaware that INTC is having real
trouble with their die shrink, delaying chips that were supposed to
be out this year until a good ways out in 2016, and this has erased
one of their main advantages over other foundaries. I still like
INTC (at cheaper prices, though). But it always stuns me when some
'respected analyst' (this wasn't their mail office boy) being
oblivious to easily found issues with a company. I guess
that's better than the analyst who came on a couple of weeks later
and touted INTC because "everyone needs a computer, and INTC makes
chips that go into computers". Proof the a kindergarner could
potentially be a stock analyst?</p></p>
Also, saw an article yesterday that cited continued serious
downward demand for pcs. But cited share gains for HP, Lenovo,
and....can't recall the 3rd one - perhaps Apple?
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