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Intel Corporation Message Board

  • paul.ottelini paul.ottelini Apr 28, 2013 6:21 PM Flag

    PC's powerful new weapon about to be released against tablets.

    From SA.
    I have repeatedly written about the advantages of buying Intel stock as the market is not factoring in Intel new catalysts. The world's largest semiconductor company possesses massive advantages both in technology and manufacturing. It has one of the biggest moats in the technology industry and does not deserve to trade at such a cheap valuation. The company's stock has already seen a slight uptick after its recent quarterly results. The introduction of "Haswell", "Baytrail" and "Merrifield" should see the stock go much higher in my opinion. The company not only remains a "monopoly" in the PC processor segment but will also become a huge player in the mobile semiconductor industry. I can't think of a better stock in the technology industry that has such a good risk reward tradeoff.

    Sentiment: Strong Buy

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    • People with deep technical understanding have been able to understand the import of Intel's product roadmap and process advantages for quite some time. Spreadsheet driven analysts and most journalist simply don't have the technical wherewithal to understand how Intel's advantages gives it the ability to come from behind and ultimately dominate the most profitable segments of mobile. The cues the finance folks understand haven't yet arrived. They will join the party after several quarters of double digit growth in mobile and they'll think there were prescient for doing it. So look at it this way, your EE, Math or physical sciences degree gave you over a year advantage in technology investing.

      Oh one clarification. Intel is not a "monopoly". For legal & regulatory purposes they are considered to have "dominant market share". Those are very different things.

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