[mark4]

In 2001, I did an internship at IBM. Ever since then, I have been convinced IBM should be going out of business any day now. Since then AWS was formed, and ate IBM's lunch. But IBM kept going. To my complete amazement, they are still in business, and doing fine. They had always seen less promising than Intel, and yet they are still there. I think Intel is undervalued, and is better positioned to make a come back.

[JohnFen]

IBM certainly is still a profitable company, but it's a shadow of what it used to be. I'm absolutely not saying that what they are is bad or substandard, but talking in terms of how influential/powerful/dominant they are in the industry. I think that the worst case for Intel is very similar. I also think that it's looking more likely with every year.