|
Re: EA's latest
upgrade
Nadella has been a refreshing change for Microsoft. These
companies need a tech CEO, not a business man, those shoes can be
filled by a good CFO and COO.
INTC is indeed making progress. I question however, how much %
of revenue that new memory biz can grow into. INTC will continue to
throw large amounts of cash flow to sustain that juicy dividend.
Going into the connected and autonomous car segment is a good
decision too, the acquisition of Mobileye (sp?) was the right
move.
Speaking of the car segment, I have been hearing good thing for
BBRY, that's right, BlackBerry (formerly known as RIMM). They
are making a transition to software sales by subscription.
Their QNX operating system will be the standard for the auto
industry. It is going to be a huge grower according to some
folks.
|
|