There will be chips in everything soon. It's not all high end or a need to be. I'll be curious how if all settles out. It will be years. This may turn out to be the longest semi cycle to date? I am hoping so. I like it when everything I buy goes up. 
I followed it enough to know INTC really squandered a lot of years. They'd probably be mortally wounded if they didn't have that balance sheet. They can buy another chance. They remind me of CSCO and IBM. Lost the edge that made them dominant. Too big to die.
I followed it enough to know INTC really squandered a lot of years. They'd probably be mortally wounded if they didn't have that balance sheet. They can buy another chance. They remind me of CSCO and IBM. Lost the edge that made them dominant. Too big to die.