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Re: OT - CSCO
Jamok,
INTC continues to be an extremely well managed company, there is
no question. In a market down turn I could see it weathering
it better than most companies. So from a safety with income
point of view it is a very good choice.
However, has it missed the oncoming AI wave? Is it a
player in it like NVDA or dare I say AMD? How about IoT? Connected
Vehicle market, which will also pull in the oncoming smart road
revolution? I too fear that ARM is still a potential competitor in
the server market down the road, i.e. Data Center.
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