Intel Corp (INTC)

[mmoy]

I think that they got right the areas that he works on - mostly the pipelines. They are doing some work in the AI space with imaging but it sounds like there won't be payback in that space for some time.

Pathology is a knowledge-heavy person and converting a doctor's experience into something that can be interpreted automatically is a pretty hard problem. Take a look at the size of pathology staff at major hospitals and I think that most would be surprised at the number of people in the pathology department.

Read a path report as well to get an idea as to what they do. It's not easy work.

The hardware available for Genomic work definitely meets current needs. It would benefit from lower costs, of course, but it's not outrageously expensive and I think that the pipeline software is likely getting more efficient.