Thank you DJ.
Has anyone seen Samberg's comments re INTC in Barrons? Ugly IMO. May see a sell off tomorrow, maybe not. Must base sell decisions re INTC performance vs the market's.
His idea seems to be that in business environments, a migration from heavy reliance on fat client (as in client/server) is changing. The power will be on a fat server with a thin client.
Is he full of it, or?
PS re Bimbogate: seems to be becoming a non event. However, IMO Republicans will become vocal, where they were previously content to let Clinton blow himself up (get it? ha ha ha). I think that in order to keep Judge Starr from being de facto impeached (table turned on him by Clinton), they will begin to pick up the banner and give Bubba a hard time. I give Bubba a 50/50 shot at being in office over next 3 months. He has launched his counter-offensive i a massive way.
Re Iraq: nothing imminent. Situation IMO will resolve itself, nothing drastic soon. US politicians want to further diplomatic efforts. Again, IMO, we should let Saudi Arabia, Kuwait, and others get a whiff of some nerve agents over next 5 years so that they understand that the threat to them is real (not Israel).
Re Other: something else will come up to upset the apple cart again -- Korea? Asia will continue to rob US of profits. Question: which companies are hedged against currency risks? Looks like GE and KO are overvalued.
Comments?
a most humble 'it' |
