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Rap Sheet

Author:

Jam ok

Subject:

Off Topic

Date:

09/06/17 at 3:20 PM CDT

 

 

READ: 4

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Sentiment:

Neutral

OT - INTC/INFN

<p>OT - INTC - INTC is up strongly today, most likely because they're appealing and delaying the EU anti-trust violation complaint brought by AMD. (I thought that went back to 2005...?) On the other hand, read a fairly technical article (can't remember where now - Tomshardware? ZD Net?), the point being that apparently Google has designed chips of its own, in secret (skunkworks project), that will present some stiff competition to INTC and AMD in cloud storage and computing. As if ARM wasn't enough.</p> <p>I don't know why every time there's a sector downdraft for networkers (like yesterday) poor old INFN gets disproportionately beaten down harder than it's peers. (Well, CIEN was no beauty prize lately, either - underwater again.) It's like that one puny kid in grade school that everyone beat up on and took his lunch money. Well, his dinner money as well in this case. Once they have the new equipment for deployment, it'll be like Gomer Pyle saying, "Surprise! Surprise! Surprise!" Least I hope so. :-) (Mantra is still 'patience'.)</p>

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