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Technology Stocks : Semi Equipment Analysis

SOXX 303.84

+1.3%

Dec 22 4:00 PM EST

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To: Gottfried who wrote (50688)	1/8/2011 10:48:42 AM
From: robert b furman	1 Recommendation Read Replies (2) of 95626

Hi G, I'd like to ask both you and the posters on this thread your individual thoughts on intel. Intel pays 18 cents per quarter and is yielding 3.5 % dividend. Intel has bought Macaffe and will incorporate security in its chips and that is a 60 % margin software.Their new pirate prevention chip will become a must have for content sellers(set top boxes and at the server level as well. If intel dropped to 17 - the dividends will pay for the margin at most brokers. Many dividend funds will support the price at some level due to the yield. Earnings are due out January 13th. I have no doubt that the tablet craze diverted christmas spending off of laptops and onto the lesser cost tablets. This may have stuffed the channel,however Intel is brilliant with leaning out the channel before a new chip comes out and Sandy bridge is coming and it has already been the subject/justification for sales declines of old chips and a bigger inventory of new Sandy bridge chips. I believe overall the chip market has expanded because of tablets - I do not view it as a zero sum game event. If Intel misses,it could very well be an opportune time to make a core investment in a company that has a long list of new entries. Lastly I'm thinking that long intel and short nvidia might be a play on the new way to incorporate graphic chips into the processor with needing out of processor bridging to the grapgics chip. It seems to me to be an enabling design that will yield the old way, the way of the dinosaur. TIA for any thoughts! Bob

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