lt cap,

I can't speak to whether INTC has plans, projects in development, or products ready to sell on most of the areas you name. But I think management did finally 'get it' in terms of what trends were going to be, what areas that may exist now or in the future could be exploited, and so on. And although I know that it might be a sign of prescience or massive stupidity, the huge outlays of capital to develop niche products where they had no presence, to get a footprint in thoses spaces were spent with little to show for it initially, I think were the results of forward planning by INTC. And, of course, developing joint projects in some areas (like their partnering with NOK to bring 5G more quickly than others), is a great way for one or both companies to be a force in future technology. (Just as NOK, GE, and Qualcomm announced a partnership today to address IOT for industrial areas.)  And Intel and Micron partnered to develop what I understand will be *the* next iteration of solid state memory devices, some insane number like 40 times the speeds of today's SS, and they'll have the exclusivity of it, and so licensing fees can be a good stream of income for the forseeable future, I think.

My guess is that there is also the factor of the ways in which INTC can 'throw its weight around' in the service of just such transitions, to its benefit. I think one has to ask the question of - has INTC stock done so well in holding and increasing stock prices, while keeping a nice dividend? Is it simply market inflation (which it could be), or is there value in the company that would support these prices?  So, well, yes, I guess I am an INTC 'fan-boy', and I may be naive or wrong about all that. When I owned a ton of AMD right before the dot-com bubble bursting, I stopped thinking I knew enough about tech (AMD was the first to 1000mhz, with Intel having no way to catch up for at least 9 months) to invest wisely and witha fair degree of competence. Silly me, lol.