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Pundits and editorial staff sensationalize. Investors collectively behave like a "drunken psycho". Neither are of themselves bellwethers of a company's future s
by gralx 9y ago
Pundits and editorial staff sensationalize. Investors collectively behave like a "drunken psycho". Neither are of themselves bellwethers of a company's future success.
We might instead point to facts. Major tech companies are getting into chip design. Apple's foray into fabless last year almost destroyed the value of Imagine and Dialog shares. If they and other companies are successful, we can see the same happen to Intel.
- matt4077 9y agoThe article you’re mocking uses that very fact, and many more, to make its case: The company has no competitor in server chips at the moment, but this episode could change that. Microsoft and Google have publicly praised Qualcomm Inc.’s first server chip, which went on sale in November, and Apple, Google, Microsoft, Amazon, and Facebook all have internal divisions working on chip designs.