"And I think it's performance as a stock investment is that of a POS...don't you? "
It's been a pretty lousy investment so far, but we all have a pretty good idea of when we expect the "big things" to kick in. If you're following what we talk about here on the boards, my articles, etc., you'll know that we're really waiting on Bay Trail sell-through + Merrifield ramp to really turn sentiment around. I also think that if Intel can do $58B next year @ 62-64% GM and keep opex roughly flat and tax rate at 25%, we'll do roughly $2.7/share in EPS. A 12.5x multiple to that would imply a SP of $33.
The way I see it is: worst case, we go back to $19 and a pretty optimistic, but still reasonable case calls for $33. While there's no guarantee and INTC could be a "POS" for 2014, at the very least the risk/reward is good.
Wallisweaver – 9/18/2013
[If Intel was interested was interested in ARM, they could just wait two years and buy them for under $10 a share.]
handouts will fix it all. more extortion by O & Holder and more handouts. that's the strategy he lacked mentioning
lewcor, and folks signed for those loans, yes we want to borrow $, yes we will repay that loan. Now this administration extorts all they can unless the gift was to GM. Why? cuz GM plays with unions. Chicago is the next Detroit. U.S. would be the next Europe but thankfully we have a 2 term limit. Handouts took down Europe and they are burying us too.
aren't you also the person who told me kmi wasn't your thing? kmi will most likely do better than both T & VZ. Have seen a not too old interview with McAdam, enough $ to pay down debt and raise div.
nuff101, well we know who Warren Buffett is and you have differing opinions. I guess this also answers my ? as to which CEO you like better :(