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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?


To: Kirk © who wrote (10866)1/28/2021 9:19:57 PM
From: Sun Tzu  Respond to of 26800
 
5G is a big deal, but not until the infrastructure catches up. I think the biggest impact will be in the industrial and IOT segment. IOT has been a laggard. Not sure exactly when it will pick up.



To: Kirk © who wrote (10866)1/28/2021 9:21:28 PM
From: Sun Tzu  Read Replies (1) | Respond to of 26800
 
I was thinking that INTC would/should sell their chip manufacturing business, but it seems that they are going to double down on it...or am I misreading them?