Subject: Re: Brk 13 f out,
I have Intel shares too. It is in the "too hard" pile but chip growth for at least the next 20 years is all but guaranteed (although cyclical), governments are currently subsidizing that future growth and there are only three makers that can do it at scale- Intel, TSMC and Samsung. I like Intel best just because the starting point is so low right now but believe that all three should be pretty good bets for the foreseeable future.