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Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread -- Ignore unavailable to you. Want to Upgrade?

To: marc ultra who wrote (6588)	10/29/2011 10:48:48 AM
From: MrGreenJeans	1 Recommendation Respond to of 10065

Intc No secret that I follow and respect the opinions of R Whittington. A couple of links to articles earlier this year that you can read many things into to support your points. I obviously think the following is not as true as most may believe: The PC market and INTC has very little relevance these days in terms of the US economy The areas of growth in the US in terms of PCs had become laptops and particularly net-books Serious heavy duty computer analysis done by corporations, governments, and so on are not done on laptops and particularly net-books. (These are popular with everyday people such as myself.) While the faster growth may lie here the profits reside elsewhere. forbes.com forbes.com

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

To: marc ultra who wrote (6588)	10/29/2011 12:18:43 PM
From: Boca_PETE	Read Replies (1) \| Respond to of 10065

marc, "the US is just a a non-growth piece of that 21% Americas so INTC tells us little about the US economy." Is it wrong to note that INTEL's geographic sales stats are a function of where products (ie. iPhone, iPAD, and other gadgets) are being manufactured, NOT WHERE SUCH PRODUCTS ARE SOLD? Thus if Asia, x JAPAN buys from Intel to manufacture the 57%, but Sells the bulk of that 57% in finished product gadgets back into America for resale (I'm not, saying that's really what happens), then I don't see how INTEL's geographic sales stats could be used to support the idea that American sales are not growing. Then again, my cognitive abilities this week my be diminished by the severe head cold and cough I came down with this past Tuesday. Best wishes, P