Wow, just ridiculous.  This market is beginning to look like it wants to roll over, we might just get a summer slide.  Too bad because I truly believe that both NOK and INFN will have decent news in every quarter for the next couple of years, so the news might not be enough to lift them if the market is sliding.  Still, if the market does pull back, these two stocks should have enough favorable sentiment to eventually rise significantly.

On a different front, the market seems to approve of the new AMD chip.  Oh, and if INTC is suing ARM it might mean that ARM has a shot at the Data Center market

Not only that, but Microsoft is again traying to 'escape' the PC with initiatives on non-PC devices which run on ARM chips. However, given MSFT's ineptness (Windows Phone, Surface RT, the list goes on) I think there's a fair chance they flub these, also.

I am not sure.  Nadella seems to be much more in tune with technology than Ballmer ever was.  I have heard very good things about the Surface.  Even being compared favorably to the Apple equivalent.

OT

lt cap,

Yes, I agree Nadella, from the start, saw the magnitude of corporate problems that needed change and solution - and has done well, including doubling the stock, which is astounding in a company that large. So it doesn't really matter that Ballmer was a Harvey Bumblef*ck clown, doing an embarrassing imitation of Jobs raising interest and wonder at the next product features are, as Microsoft's offerings were always 3 steps behind in trying to copy Apple's innovation.

Speaking of which, MSFT never has gotten it right the first time - seems it takes them about 3 attempts to refine products into something that sells. And I think this is the 3rd (?) iteration of the surface - altho I think you're right - it took several failed products to create it, but they've got something people just might get attached to.

And.....Intel. Competative challenges on every front. But the rabbit they've pulled out of the hat with their new, lightning fast memory is showing up at retail, in NvMe and more traditional SSD drives. (I'm aware that no matter how fast the memory is, there are bottlenecks because of the 6gig/second SATA interface it has to go through in most cases, IIRC.) Still, the reviews are pretty Stellas. Tom's Hardware starts their review with:

Intel has a slew of new products planned that demonstrate the power of new memory technologies. The 545s is the first consumer model with new 64-layer NAND. The 545s targets the mainstream category where SATA still dominates the landscape. Intel's new second-generation 64-layer 3D NAND should be faster than the previous 32-layer NAND. That gives Intel a fighting chance to take down the Samsung 850 EVO that has dominated the mainstream category for several years.

And I own 3 Samsung 850 EVOs. Oh well.

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.