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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: armi who wrote (45081)	10/22/2011 6:15:07 PM
From: Shane M	1 Recommendation Read Replies (1) \| Respond to of 78746

armi, the cloud vs. consumer device is very difficult thing for me to see. INTC results argue that the behind the scenes needed to power the cloud that makes all these little consumer devices work is very healthy and growing - even though it's somewhat out of sight. Understanding the branching / divergence of cloud / consumer device makes understanding the different technical needs important in picking winners/losers. I'm not there yet, but I'm thinking two entirely different ecosystems could result due to extremely different end user requirements - at least much more difference than we've seen in the past. anyhow my $0.02 as I try to understand what's happening longer term. long intc, msft, and wdc looked cheap to me before the floods. I've owned wdc in the past and will continue to have an eye open for wdc in the future - it's priced for near term obsolescence, and this is a good mgmt team that has capacity to adapt evolve. all imho