Semiconductor Industry:
Barron's Blog
The decline in PCs is looking to be more secular than I had
estimated. I am afraid that the Data Center strength that has
been supporting INTC could also slow start shwoing signs of slowing
down, I am not speaking of outright decline, rather a slower growth
rate, even if temporary. That said, I still think INTC in the
mid 20s would be place to start a position and add if it drops
further
blogs.barrons.com/te...d=tech
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