Data Centers are part of regular news. Today ran across this on Barron's blog on Intel being up a Buy from Hold by MKM.
“MKM Partners‘s Ian Ing today raises his rating on Intel (INTC) stock to Buy from Neutral, and raises his price target to $45 from $40, as part of a broad overview of end-market conditions for semiconductors in 2015, with one of the main themes being the explosion in data traffic that requires more server processing.
“We likely kept our neutral rating (with positive bias) for too long,” writes Ing, “as PCs stabilized, data center improved, and INTC demonstrated a flexible approach to succeed in tablets and access existing China consumer channels.””
In this same post Microsoft says there are 12 million physical servires running Windows Server 2003. On July 14, 2015 Microsoft will end support for Windows Server 2003. Kind of funny to think WinSvr2003 was the last OS I worked on at Microsoft and it is being retired. Windows XP was last desktop OS I worked on.
Part of the growth potential is also China and Mobile where I now spend way more of my time than working on OS issues. So it is nice to see that others think there is growth in these areas. The key is to be agile.
“INTC demonstrated a flexible approach to succeed in tablets and access existing China consumer channels.”
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