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Re: Apple will use ARM
processors for Mac Book
INTC's share price is indeed doing well, and NOK is
certainly being treated as a show me stock, as it should be for a
company in turn around mode. As you know, I view INTC as a
giant that is challenged in growth because it missed many important
markets. The management continues to carefully navigate these
waters via dividends and targeted areas where INTC can still
dominate and enjoy great margins. Not an easy task, I might
add. Still, with all this said, I still am concerned that the
competition will slowly eat away some of the huge market INTC
has.
I have no question that NOK's management will deliver the goods,
it has done as well as it can be expected given the challenges of a
bad industry segment and a big task in integrating a very large
acquisition, all at the same time. NOK will have its day. I
beliieve this quarter could still be iffy, but starting with the
fourth quarter I believe there will be a moderate ramp in revenues
on a YoY basis. That should carry on through 2018
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