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Alias Born | 02/29/2008 |
Saturday, February 02, 2013 1:57:18 PM
It's incredible what's going on. And with Intel trading at just 10 times earnings, it's like the stock market has no idea what's coming…
There are four huge new technological developments rapidly changing the way computer chips are made. I call them the "four pillars of hyper-innovation." Just one of them is so disruptive, Intel's CEO said new developments could bankrupt up to half the industry. And that could happen within five years…
Implementing the new technologies will be expensive. That'll limit the number of industry players able to compete at the highest level. They'll also require large-volume orders to make them worth doing. That'll limit the number of firms able to justify new investment in these cutting-edge developments.
Since I have previously recommended the World Dominator of the microprocessor industry – Intel – you can guess which company I like the most. But it's not the only investment I'm recommending to take advantage of the trend…
There is more to this in that a smaller co. would be involved in making a part for this chip that is much needed, this is my quest.
Also there is more to this news letter if interested.
Recent INTC News
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