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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (49663)10/6/2012 11:10:15 AM
From: Jurgis Bekepuris1 Recommendation  Read Replies (3) of 78702
 
INTC still will own all of the PC land + all of the enterprise land. It is foolish to say that no one wants INTC production when Google/Microsoft/Amazon/etc. are building data centers left and right. It does not matter if it's cloud based or not, you have to have processors and INTC is it.

DELL, HPQ can be replaced in PC land by Lenovo, Asus, Acer, Apple. All of these still use INTC processors. There is no competition that uses something else. AMD and NVDA processors are in the margins.

The only problem INTC has is mobile where ARM is the winner. But they are still in much better shape than DELL/HPQ, which are squeezed both by mobile and by Asian competition and by Apple PCs.

However, as I said before DELL/HPQ are a lot cheaper than INTC, so from investing point of view it's not a clear call. And I can't argue against your strategy if we look at the investing side of things.
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