Intel Corp (INTC)

[walbert]

and a solid multi-year path for growth

Qualcomm's Achilles heel continues to be the absence of reliable state-of-the-art fabrication.

They will have to compete with Apple and Nvidia for 20nm product whenever it might arrive which doesn't look like the near-term and doesn't look that great to begin with as it's planar and its economics are flawed at best. Their access to FinFET is so far off as to not even be a current consideration.

However, I wouldn't expect you to talk about this just as you would never, ever mention TSMC's negative cash flow for the last four years after dividends.

Your straight talk is limited to Intel and apparently AMD. Qualcomm, Nvidia and TSMC get a pass. Every time.

Your built-in bias is becoming more prevalent and more obvious which means there is less and less reason to read your articles. This saddens and disappoints me. You are growing in all of the wrong directions.

You pointing to your number of followers as a reason to tell people to take your opinions and shove theirs was some pretty extreme hubris. You have a lot of followers so you can do no wrong? This is what you are telling us?

Frankly, I find your use of "smash-mouth" topics such as the Qualcomm article to be more than a little offensive. If you are going to encourage others to take the high road and to indeed delete their posts when in your opinion only they don't, then you yourself need to take that high road.