Any company transitioning a greater proportion of its business away from PCs and towards other platforms like consoles is on the right track.(Written by Chris Lau, a Kapitall Contributor.)
I'm feeling pressure to force some trades today, but I'm trying to stay selective.
Right now, it is more important to protect capital than to build positions.
While ARM-based server processors have been seen as a big threat to Intel, they've made limited headway. Macom's deal to buy AppliedMicro shines a light on this.