lt cap,
Thanks for digging, and sharing - some things I'm already aware
of, but there's a lot of info I wouldn't have otherwise.
I am surprised the street is giving INTC 'free pass' today,
given that the challenges are widely known. (Well, by most people -
I watch PBS nightly business report fairly often - two things I
note:
1. The analysts they have on - first thing they do is put up a
'track record' of what the analyst was promoting last time they
were on - last guy's 3 stocks were -31%, -5%, +7% - and the funny
thing is that nobody blinks an eye about "Why is this fool being
consulted again?"
2. Last quarter they had the head or research of a whole firm
get on and comment only about INTC: He said they make computer
chips, and everyone needs computers, so they're his top pick. This
guy is the lead dog and comes up with this?
I have the feeling that INTC may follow the market generally for
the time being. At some point, I worry that you're right - facts
will start to have weight and patience will be strained.
On NOK: May you live long, and prosper :-)