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Paul Otellini will retire from Intel in six months. We...
We're a bit surprised that special dividends haven't been...
Intel has plenty of cash and liquidity, but it will go to...
We've updated our 16-page report on Intel. Ratings as of...
Oracle bucks the trend in enterprise technology by...
A note to members...
Some positive news at CES could signal a bottom has been...
The January edition of our Best Ideas Newsletter is now...
Shares of Intel remain cheap and pay out a hefty dividend.
Microsoft remains a terrific company with great cash...
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