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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (43120)	6/28/2011 9:34:33 PM
From: Shane M	of 78634

FWIW, I reestablished a position in INTC Intel today. I'm somewhat buying into the line of thought that while mobile devices hurt INTC on the consumer side, I also can see reason for what INTC sees as backoffice demand created by all the new data hungry mobile devices. As to the timing - the market seemed oddly strong both yesterday and today. There's alot of potential bad stories out there but the mkt is bucking them - gives me a confidence to deploy some cash - which I have a high % of at the moment. Oh, and I forgot to mention the dividend - 3.4%.

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