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Author:

LongTerm CapGains

Subject:

Off Topic

Date:

03/17/16 at 2:24 PM CDT

 

 

READ: 4

RPLY: 1

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Sentiment:

Neutral

Reply to:

MSG`#3502,`03/17/16
By Jam ok

 

Re: INTC: PC Trends getting worse

Jamok,

You are right, I may sound negative on INTC.  However, I am actually neutral,  I have stated that I am of the opinion that INTC's R&D is the best when it comes to PC and Server Processors.  It’s R&D and the new technologies as you cite are quite likely to be the future for INTC, one that could be quite profitable.  I simply think this transition, which has been ongoing for over three years, would be long.  Tough to know when things like VR and AR will cause enough of an uptick to make a real difference in INTC’s profitability. If past history is any guide, it could still be several more years.

As to CAT and the market, it is crazy; maybe I am being too cautious. I just think there are plenty of obstacles which could cause a new leg down.  On the economy I am glad things are moving along, maybe not gangbusters but generally speaking in the right direction.  It just bothers me that Europe and Asia are not going in the right direction, that is a concern.  Then there is the National Politics, talk about crazy! 

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