Monday, January 14, 2013

MSFT: Wintel Decouple: Short Microsoft, Long Intel

Wintel Decouple: Short Microsoft, Long Intel
by Modernist

Leadership is an important moat for eking out margins in tech. Through CES financiers can see who is leading the next product cycles. Intel (INTC) stole the show with natural interfaces. From MIT TR: read more »

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