lt cap,
So, is Cisco's deal like buying an Nvidia GTX 1080, and getting
a free game? 'Buy Cisco hardware, get a free engineer?"
The market is making me crazy today. NOK looks like a bargain,
having been upped within the last week at Goldman to 'buy', and
today's slide is tempting, despite the fact that I own too much
already by a ton or more. INFN below 11 looks charming. But I
understand that Brexit is probably weighing on NOK, as there are
fears that the wheels are coming off the train in Europe - today's
news is full of things that haven't been mentioned in a long time -
Italy's banks are in trouble, etc. If the EU comes apart, as has
been predicted by a number of sooth sayers for a long time, I'm
sure all hell will break loose. And on the 27th, we'll find out
about INFN - which Jeffries raised to 'buy' about a month ago with
an 18 PT.
I'm unsure whether this is a buying opp, at least for a trade,
or I'd best sit on my hands.
One thing I'm more sure of is this: While it doesn't begin to
cover all (pc) sins, INTC's R and D seems to have come somewhat to
its rescue: (I understand, I'm out of my area of expertise, but
still), the memory that INTC developed jointly with Micron is
reported to be 1,000 times as fast as today's SSD NAND memory, and
will likely be a revolution the way the switch from mechanical
drives to Nand storage was. And INTC can, to a degree, do whatever
they want to with the patent - altho there are some indications
that INTC is playing in a very proprietary way, and may in fact
have products that are rivaled by what Micron does with sharing
those patents. While I don't think there are commercial products
available just yet (I *think* 3D point is going to be intel's name
for their products), it shouldn't be too long before there are.
Owning next-gen (and a huge leap) memory is kind of like being
Rambus way back when - if you license it, you don't have to
actually produce anything to keeps a huge stream of revs incoming.
As I said, I think INTC wants to be proprietary and keep their
products at the top of the heap, but we'll see.
I think it has somewhat brightened INTC's propsects. We'll
see.
And the super rich play by different rules - FBI recommends no
charges (cough, cough) against Hilary.
And the county prosecutor declined to file charges against Edsel
Ford II for beating on his wife in Grosse Point, MI.