Intel Corp (INTC)

[ssami]

Chipguy,
I agree. Essa does good analysis, but he is becoming very impatient. I saw him getting of yahoo board every other day, and come back the next. Want i saw in mollys press was impressive, it takes a good GPU/CPU to pull visual perception off. If Molly talked every thing what will CEO talk. After what we will Intel show at MWC 2014.

Intel is fighting very well in all fronts (servers, desktop and Laptops). They will build a good SOC with enough graphics and comm capability.

If essa wants to hedge then he needs put some money in ARMH and QCOM and NVDIA.

I believe Intel is well aware of what is happening around them. It is very difficult to play as merchant chip vendor selling stuff to Google and Microsoft and apple without taking sides or pissing them off.