Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Elroy who wrote (15428)	2/22/2023 3:39:06 PM
From: Kirk ©	Read Replies (3) \| Respond to of 26583

Have you done real R&D with US based companies AND Asian based companies? My experience is old and possibly out of date, but culturally we get things done so much faster here because we question authority and "well, that is the way we always did it before" thinking. Intel COULD retake process lead. Intel's stock is so hammered down that "fixing" what lost them the lead will be very rewarding to those who do R&D including leading process development. IF Gelsinger is correct that they will take the lead with high NA EUV and are already leading and/or competing at some nodes... it could be a money printing machine, especially if Biden or his clone get another 4 years and give incentives for using US made chips. Of course, Putin, Xi, Biden and Trump could all smoke a peace pipe, have a tea ceremony, kiss each other on the cheeks and agree to get along, make a ton of money and tax the earnings of their people while saving money not spent on silly wars to benefit the whole planet.