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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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