Hey MUGG, ARTDB and I were talking about INTC and IBM just a few weeks ago.. here are my comments;
"" Speaking of "old tech", I took a small flier on INTC a few months ago. This one is much more risky ( than IBM) , but I feel it has much more upward potential if they can get bought out or form a partnership (TSMC & AVGO have been interested suitors), or if they can now get things right on a new vision (AI ?) with their new CEO. This company has been like a rudderless ship ever since they (rightly) fired Gelsinger last year, who really mismanaged the company. This is a turnaround story for sure fraught w/ risk.""
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Hey MUGG, ARTDB and I were talking about INTC and IBM just a few weeks ago.. here are my comments;
"" Speaking of "old tech", I took a small flier on INTC a few months ago. This one is much more risky ( than IBM) , but I feel it has much more upward potential if they can get bought out or form a partnership (TSMC & AVGO have been interested suitors), or if they can now get things right on a new vision (AI ?) with their new CEO. This company has been like a rudderless ship ever since they (rightly) fired Gelsinger last year, who really mismanaged the company. This is a turnaround story for sure fraught w/ risk.""
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