Wed, Jul 23, 2014, 3:20 PM EDT - U.S. Markets close in 40 mins.

Recent

% | $
Click the to save as a favorite.

Intel Corporation Message Board

you are viewing a single comment's thread.

view the rest of the posts
  • wdblawgrow wdblawgrow Nov 23, 2012 9:21 PM Flag

    Xeon Phi - Intel's very overlooked $2k wildcard

    Only fools buy semiconductor stocks as long term, for life, investments. they are cyclical stocks that ebb and flow with economic cycles, terrible in slowdowns, have been for years, nice to rent, horrible as long term investments

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • gregory.lynn@rocketmail.com gregory.lynn Nov 23, 2012 11:00 PM Flag

      The compressed P/E makes it a long term buy and hold at these prices, and by your own reasoning Intel is set to soar soon anyhow since politicians will not allow the economy to falter and go over the cliff, 2013 and beyond we will see a return to economic growth, taking cyclical stocks to highs not seen since the last upswing. The downside is of course inflation, then again stocks are good to own when inflation runs rampant. Economics isn't just looking at things as they are but also anticipating how economic policies enacted by central banks will shape the economy tomorrow.

      Sentiment: Strong Buy

      • 1 Reply to gregory.lynn
      • Semiconductor specific cycles in the past were caused by self inflicted over capacity - not by macroeconomic up and downs.
        Nowadays there are only a handful of companies that make up 90% of capex.
        Chipmakers used to add capacity in anticipation of demand - now they wait until the last minute (see most recent 28nm crunch).
        The self inflicted bust and boom of the semiconductor industry is a thing of the past.

 
INTC
34.51-0.28(-0.81%)3:20 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.