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Rap Sheet

Author:

LongTerm CapGains

Subject:

Off Topic

Date:

02/22/17 at 6:24 AM CST

 

 

READ: 5

RPLY: 1

0

0

RECS:0

Sentiment:

Neutral

Reply to:

MSG`#4179,`02/21/17
By Jam ok

 

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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