OK---Make your best pump here Intel Longs. Why be into Intel NOW!
Why not wait?
What moves Intel higher to over 30 soon?
Would you tell a friend to buy this POS now?
I could not.
Old CEO fired.
New CEO has done jack nothing so far.
The world moves on and it appears that Google and Apple move on with their own stuff and being the supplier to these giants is a bad plan. Apple and Goog would kill their own mother to gain marketshare and Intel is no friend to either of them.
However, if Intel were to go to war against them both, then I would see a way forward. Do to Apple what Microsoft and Intel did to them back when Gated kicked Jobs in the nuggets with volume low price sales to all the makers of computers. Do the same thing but give phones and tablets Intel chips at price points so low that Apple and Google cannot possible make their own chips and compete.
But we shall see.
For now making the best chips in the world does not seem to get Super Profits so something is missing here is it not.
OK----Shrink shrink shrink until others cannot do the same and then you are a monopoly again. Windfall profits would come but Intel will get sued for antitrust again for sure. However, if Intel is the only company that is making 10 nm chips in volume, those chips will get into phones and Apple and Samsung will buy them.
They will hate Intel but they will use Intel CPUs like a crackhead.
This is why I am long. It is all about the shrinks.