Comments on INTC?

Max... you could be very right depending on time frame. I do think INTC is below fair value. I can't add to my position but had I not gotten in around 21 I'd certainly be licking my chops...looking for a summer bounce at least.
 
A couple of upgrades. When this bear is over INTC may be a good long-term hold. You can always sell calls against it to add income.
 
Quote from duard:

A couple of upgrades. When this bear is over INTC may be a good long-term hold. You can always sell calls against it to add income.
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Which calls would you sell?
 
I wonder how low INTC will go, it's been quite interesting to watch as it steadily slips lower. Probably a very good example of why one should cut losses as quickly as possible.

I'm expecting sentiment to start shifting sometime this summer, apparently the NDAs on Conroe benchmarks expire June 4th. That's going to be a very, very important data point to watch for from the various hardware review sites.
 
Quote from nitro:

None - there is no juice in any of them making it worthwhile.

nitro
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Quote from duard:

04-21-06 11:02 PM

Intel should be a good long-term play BUT it may take awhile to turn around and S & P issued a downgrade yesterday. Wait for the downtrend to break then buy the first dip of the uptrend. At least that is what I will do..

04-25-06 12:25 AM

alot of people frown on averaging down ...


So did you buy your first lot at 19?

Get ready to buy 2 lots at 18...

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I'm not an owner as outlined in my posts but INTC is on my watch list. As far as selling calls Jan 07 at present yield is breakeven at 16 and approx. a 20% return PA at today's price.
 
Just a quick point, weekly charts are great for checking longterm trends, which are important if you plan on holding for the longterm ...

Calling bottoms is a suckers game ...

downtrending glam stocks should be bought with much trepidation ... When do you think MSFT will get back to $40? In this decade? Probably not ... It would require they add another $200 billion in market cap...

http://stockcharts.com/h-sc/ui?s=INTC&p=W&b=5&g=0&id=p89559109805

... find stocks going upwards, not downwards... or at least in the direction your betting on
 
Intel's restructuring plan which was announced last April is a conglamerate move-- the most significant change since the 1980s-- When the giant chip maker abandoned its main memory chip business to focus on microprocessor chips. The company's broad revamp is aiming for savings. It's a methodical and strategic exercise, rather than an across-the-board cut. For example, the company may look at exiting their high-end microprocessors, dubbed Itanium, on which intel has spent well over 1 billion to develop since 1994. It might also unload its flash memory and communications businesses-- which are all losing money.

Theyre also increasing their long-term investment design in microprocessors. The company is accelerating the timetable for introducing a major design change to its chips to every two years; in the past, Intel has taken 5 to 6 years to introduce a major change to its chip architecture. It's last major design, Pantium 4, was introduced in 2000. Design changes are more than just simple speed upgrades; rather, they involve a complete redesign of how a chip operates. The company will employ several engineering teams that work on different generations of chips in parallel. Currently, Intel has more than 1000 people working on designs for a new kind of product, the Ultra Mobile PC. These are small portable computers, such as Samsung's upcoming Q1, that weigh less than 2 pounds and run the full windows operating system. This new development approach explains why Intel has increased its work-force so dramatically to 103, 700 employees, compared with 87, 100 a year earlier.

Ladies and gentlemen, this strategic move in development is likely to put heavy pressure on rival AMD, which has one-tenth the number of employees that Intel has. I have in the past interviewed fab supervisors, and senior engineer managers at Santa Clara headquarters who told me that Intel executes best when it's under pressure or when it's under a level of danger.
 
June 7, 2006

11:37 EDT AMD Intel-INTC & Advanced Micro-AMD: Cautious on both names@SBSH

Citigroup believes the weaker PC environment, as shown by the weaker than expected tier-1 motherboard shipments in April, adds risk to both AMD and INTC. Their estimates are under review.
 
Quote from Jack Haddad, MD:

...Ladies and gentlemen, this strategic move in development is likely to put heavy pressure on rival AMD, which has one-tenth the number of employees that Intel has. I have in the past interviewed fab supervisors, and senior engineer managers at Santa Clara headquarters who told me that Intel executes best when it's under pressure or when it's under a level of danger.
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Uh huh...riiiiiiiight.

The only thing that will make INTC a market player again is if they unload their entire board of directors. The company has consistently demonstrated that it cannot deliver on any new idea. All it can do is make PC microprocessors -- attempts to diversify consistently fail.

Intel's capital investment arm is always buying technology that ends up not being profitable. They should buy treasuries, because they don't have a clue how to be venture capitalists.

Intel's marketing arm is unable to get into markets where other players already exist. Intel loses money in flash memory, only because it cannot get customers away from their existing suppliers. And, when Intel scientists do come up with a good idea, the company frequently abandons it early, because it cannot get traction in the marketplace -- all due to lame marketing strategies.

Intel's HR department is abysmal. It permits ridiculous levels of middle management hiring, and the culture of the company is the typical big corporate, throw bodies at every problem to fix it, mentality. Intel could easily unload half of its workforce and still make the same product that it currently does, because half of the workforce doesn't produce -- it just manages and administrates for the other half.

Intel is regrettably an example of a really geeky engineering culture, that has no idea how to sell and beat competitors. It needs a CEO and some board members with the killer instinct. They should hire Steve Jobs, because Apple is everything that Intel is not -- GQ, buff, sophisticated -- vs. pocket pencils, pudgy, naive.
 
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