<p>OT - INTC</p> <p>Took a look at expectations for INTC earninga, given I had expected that it would take more time</p> <p>for them to shift, if they were able, away from PC's, which are still declining y/o/y, although those </p> <p>numbers are declining at a lower speed than before. I've always liked INTC, but mid $30 seemed a</p> <p>bit overpriced. They announced in Sept an upward revision, and the story I read has an analyst with </p> <p>a 'buy' and a $43 PT. Spoke about a shift that obviously seem to be successful in moving to the IoT, a </p> <p>and other diversifications to make up for PC poor demand. I partly like the fact that such moves</p> <p>are starting to have impact, as there was no guarantee of success, given that they had spent a billion</p> <p>on such moves, and only had a million to show for it, at one point. As I said, may be overpriced here. </p> <p>But I was really shocked a while ago that Microsoft shot from the 30's to the high 50's