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

To: John Koligman who wrote (15425)	2/22/2023 1:42:14 PM
From: Kirk ©	Read Replies (1) \| Respond to of 26584

Indeed. Of course stocks don't give back a decade of gains when all is well and it looks like a buy. Grove died in 2016... after Gelsinger left for VM ware in 2009. He almost died about 16 years earlier when he was jogging on a Los Altos Hills road with no shoulders that I was driving my Corvette on going up to visit a woman I was dating that lived nearby.... luckily I was driving into a setting sun so slowed way, way down so we had time to avoid each other. My thought was "that is NOT the way I want to make history!" I heard from others that the leaders of Intel in the early days when I was at HP with our flexible hours, would wait at the front desk to tell people coming in late "you are late!" A very different company... Grove probably would not like this "work from home" nonsense where I heard some people felt walking their dogs, driving to get coffee and quitting early to make dinner for a boyfriend were all part of a normal eight hour working day. My guess is those types are the 5 to 10% looking for jobs at most of the tech companies here.

To: John Koligman who wrote (15425)	2/22/2023 2:54:11 PM
From: Elroy	Read Replies (1) \| Respond to of 26584

On the plus side, geopolitical events certainly bode well for Intel getting propped up, one way or another. Doesn't the geopolitcal event favor US foundries, rather than a semi processor design company? How do geopolitical events help Intel to do better than AMD-Foundry partner in anything? And foundry, ya know. Come on. This is the death platform of lots of previous companies. Does anyone really believe some US company is going to build a foundry, and get returns that are better than.......ADI or MCHP? It seems like the risk is so much more than the potential reward to me. When you can buy a blue chip diversified semi stock and just ride the semi wave into the next few decades, with almost no risk, why bother with anyone trying to spend billions and outperform TSMC?