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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (76627)	12/2/2024 10:11:01 AM
From: Harshu Vyas	of 78670

It's very possible, but not at all the reason I brought it to the thread. I recently read that QCOM are no longer as interested, too, but Idk how "true" these articles are. Also, with the recent events, if QCOM feel they can wait to get a better price... I really struggle to see a bull case from here. To me, what's really important -- Intel have tried to cut costs and restructure so many times. Now Pat's "retired"? Seems to me that Intel - under its current operating model - will never be profitable. I don't see how any new CEO can come in (and do something substantially different), cut costs and manage to compete. I feel it's just too much of an ask now and I have no idea why the stock is up.

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