a bit disappointing that POET isnt part of his focus, but still he could be right when he says...
The semiconductor industry is in uncharted waters. There will be one undisputed technology leader. I've placed my bet that the ultimate winner will be Intel. (one undisputed? Poet?)
Intel is a buy and 2014 is the year.
but you have to add to that.........Intel is a buy and 2014 is the year that they discover POET!
Hey! it could happen!