Have you ever been at a party and talked to a very intelligent person about their specific field of expertise? Those conversation can get very long and hard to follow...
Last night I had such an opportunity to speak with a software developer that knew a lot about Intel's chip architecture. He was incredibly passionate about INTC and its future product releases. I asked him if he thought they would reclaim their crown as the top chip manufacturer and after a lengthy explanation of all the different ultraviolet laser chip making methods the answer was "Yes!" Independent of the recent bullish news of the CEO leaving I started a stake in the company.
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