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No. of Recommendations: 3
I'd just like to say I've been enjoying your recent vids on the homepage.
Informative and entertaining.

I see you own Linear technology. Aren't companies like LLTC and Intersil(ISIL) competing to have their products used in the servers used in the cloud?

Another of your holdings MSFT. Do you think their cloud services and server farms are something flying under most people's radar?

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