I figured out the technicals first (earlier this week, when I shared my bullish view), but here is what's going on fundamentally. INTC is likely going to be making chips for AAPL for mobile. They are adopting a smart strategy of partnering with CSCO and ALTR now (new) in order to get better returns on their capital (foundry). I think that this is a "game-changer" and could impact the way people think about INTC as being a desktop dinosaur...
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