Forget about INTC

来源: 于 2006-03-03 08:24:29 [旧帖] [给我悄悄话] 本文已被阅读：次

one: it is no longer the leader of the market; it is losing to AMD....
two: PC is commodity....... and INTC is becoming another MSFT
three: consumer electronics is next big thing.

Use intel weakness to buy BRCM, MRVL, NSM and TXN