Clearing Out The In-Box; Clearing Off The Desktop -- September 20, 2024

Locator: 48336TECH.

Updates

September 22, 2024: that Qualcomm (QCOM) - Intel (INTC) talk -- what is Qualcomm thinking? The Verge.  

September 21, 2024: how Intel fell from global chip champion to takeover target. The WSJ.

Original Post

When it comes to AI, there are two camps:

• one camp: it's all hype / it's all hyped;
• the second camp: it's the real deal.

I'm in the second camp.

Tag: Intel, INTC, Qualcomm, QCOM, Mideast, FedEx.

Beth, link here.

Intel, the dots are starting to connect. Ten little Indians; then there were nine.

Fedex: so predictable. Saw it coming two years ago. Posted those thoughts at that time. See this recent post.

Mideast:

Anna May Wong: