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Strategies & Market Trends : Value Investing
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To: Mattyice who wrote (38885)8/19/2010 8:07:56 PM
From: Spekulatius1 Recommendation  Read Replies (1) of 78659
 
re INTC - I did like INTC but not the McAfee buy and how much they paid for it. Poor capital allocation, imo. I had a GTC order open at around 18$, which I pulled.

If i assign approximately zero value to the McAfee "franchise", meaning the 6B$ are wasted (which is the most likely outcome) that would be a little more than 1$/share in value destruction, so maybe a buy at 17$ would be OK (based on my 18$ target price, pre-MCAfee). Well that is my logic anyways...
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