lt cap,

Thanks for the INTC news. While not certain, I think the buy thesis is at least viable. Or maybe I should say - I'm not buying more, but I'm sticking with the holdings that I have. I would think that the 2018 deployment of xpoint 3D will be a huge data storage/speed of information leg for INTC to stand on. Then again, there's always that 'next thing' on the horizon - read on ZD net today that Dutch researchers have been able to move chlorine atoms on a copper base to store what will (hopefully) be the ability to store 10 terrabytes of data on a square centimeter. The temperature at which this is done now is -198 degrees, but they're working on that ;-) I think part of what the analyst is saying is that INTC's attempt to broaden its range (Apple modems, etc.) and transform the company from being completey PC-centric is not complete by any means, but is showing signs of progress.

MSFT says that storage size and transfer will be critical to them, so they've found a way to store 200mb (I think that's it) on a strand of DNA. Then again, MSFT predicted that by 2018, they will have 1bln computers running Windows 10. Which they now admit won't happen. Surprise! MSFT has no idea of how its business will do. And INFN get crushed for a lack of visibility going forward. Quite usual for the analysts to pick on the little guys, ignoring the 'neiborhood bully.'

I am once again, if not tempted, thinking about the idea of buying INFN now that it is below 12 - the thesis being that the insider buys were around $11.80, and they're not dumb. Why I didn't think this was a screaming buy when it was in territory of breaking into the 9's, I can't really give agood rationale. Then again, why NOK loses more than 2%, and there's no bad news, is a mystery to me.