<p>OT - INTC - Mizhuno says Intel lacks competitive response to AMD's 12nm/7nm road map. Wunnerful - altho Intel has briefly gotten off the canvas and is up 2+% today. They also cited the lack of a CEO at INTC. RAised AMD PT to $36 from $20. AMD has appreciated 216% this year. Cited concern that AMD has much more inventory in the channel than the same time last year, so pricing might be an issue. I wish I had sold part of my large INTC position when it was in the mid-$50's. Not sure whether I'll do that now, or bury my head in the sand, consider it a LT core holding, and bet on their 'getting it right' in the long run.  Seems to me that it becomes increasingly important that they get their 10nm act together. But the last report I heard said that it's been delayed until some vague time in 2019, Not great for a die shrink that was supposed to happen in 2016. Oh well.</p>