The Justa and Lars Honors Bob Brinker Investment Club Thread Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread

VTI 338.73

+0.7%

Dec 10 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: marc ultra who wrote (6588)	10/29/2011 11:21:33 AM
From: Kirk ©	1 Recommendation Read Replies (2) of 10065

"The PC market and INTC has very little relevance these days in terms of the US economy." I agree with Mr GJ. I think you are very wrong. I had a quote somewhere about how every x number of smart phones or iPads sold was another sale of a high margin server computer with INTC inside. It would also be interesting to walk into a college lecture hall and observe how many students are typing notes into an iPad vs into a laptop. I doubt you can touch type on a flat screen without tactile feedback. Tablets like the iPad will replace TV remotes and magazines and books and act as the focal point for home entertainment systems.... they will only replace PCs for those who never really use the power of a PC... The tablets and smart phones need fiber optics to connect the towers and homes to the websites and the servers also need fiber to reduce power consumption and move bits quickly between servers so I've spent more energy trading what is one of my most profitable and largest holdings, Finisar (FNSR) but there are other plays. I do fiber because I started designing analog optical communication chips in 1978 as a summer intern ... invest in what you know ala Peter Lynch... But, another I've done well with in test is Agilent... My old R&D manager from HP is now the CEO of it. It is the "real HP" as the computer part was never really HP but it kept the name when they spun off Agilent. HP roots was test equipment... the picks and shovels for the electronic revolution. Disclosure... Yesterday I took profits and sold some Agilent at $40.25 that I bought at $35 in August. It has come back fast and hard... but worth paying attention to

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next