I believe INTC is a buy at current levels

I think it's a good long-term hold. I'm long although my cost basis is somewhere in the 40s. My thesis is that they will eventually regain their process technology edge and at least match TSMC in terms of process node / capability. They still have the best gaming CPU even with process tech disadvantage. If you don't believe that, then don't own the stock. If China screws around with Taiwan, INTC will be up huge overnight.
 
ET180 said:
I think it's a good long-term hold. I'm long although my cost basis is somewhere in the 40s. My thesis is that they will eventually regain their process technology edge and at least match TSMC in terms of process node / capability. They still have the best gaming CPU even with process tech disadvantage. If you don't believe that, then don't own the stock. If China screws around with Taiwan, INTC will be up huge overnight.
More...


Is that right ET180 about gaming CPU? I thought AMD had surpassed them with the Ryzen awhile back, but admittedly do not pay much attention.
 
SoyUnGanador said:
Interesting. Didn't AMD have the lead, at least for a little while? I could have sworn they did, although maybe everyone was just so happy AMD was not getting blown out of the water like they were for previous generations of chips.
More...

AMD did have the lead for a while. Their server and many-core Epyc parts might be faster than Intel's due to higher core count. But that won't really help gaming which usually only uses a few cores at most.
 
Innervoice said:
A stock is not a buy just because its been cut un half. INTC lost a ton of market share.
More...

So what price would you buy at?

Revenue seems to be down 13% TTM compared to the last full year.
That hardly seems like an apocalyptic loss of market share to me.
Income is still positive. Operating income is more than 3X of AMD. Revenue is about triple that of AMD. Profit margin is better too.

I have an open buy order somewhere around 24.
 
maxinger said:
It is quite common to see when the knife is falling,
newbie investors go and catch the falling knife with bare hands.

And they justify it by saying
how low the P/E ratio is , and how cheap the stock is,
how great the dividend is.

Years ago, I caught lots of falling knives.
And I had to top up my trading account numerous times.

Anyway, those who have shorted INTC should be
laughing all the way to the bank.

Always press BUY or SELL button in the correct sequence.
Sometimes, you press the BUY button first.
Sometimes, you press the SELL button first.
And you need to know when to press the button.
Don't anyhow press the button.
More...

hmmm. Support level 43 was broken decisively.

Now the price will hover around 12 to 37 for many weeks/months/years
until there is a major change in top management.

bigger picture.
All semiconductor stocks (AMD, MU, INTC, NVDA ...)
exhibits a similar pattern.
They peaked around the end of 2021.
 
Last edited:
You must log in or register to reply here.
Back
Top