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Technology Stocks : Intel Corporation (INTC)
INTC 46.48-4.5%Jan 30 3:59 PM EST

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To: Road Walker who wrote (186685)1/18/2013 8:45:39 AM
From: robert b furman  Read Replies (1) of 186894
 
Hi Road Walker,

Yesterday's buying frenzy into the close,allowed some unloading of high priced stock.

Forward guidance for Q1 slapped price down in AH.

Gamblers probably bail out this morning as well.

I wonder where I can reload safely.

I sold out too early at 20.66.

Intc has an army of analysts/people saying they've lost mobile.

Intc has some big money partners who have a history of giving things away - in an effort to gain market share ie Microsoft with Windows 8 os and Samsung with the little known Tizen os.

Intel historically waits for huge chip demand to be proven before they aim their fab prowess to market share gains.

The classic long term MO was how they got to be number 1 in graphics processors.Not top end but they gave away a lot of low end as they developed the prowess to be very good for the cost.

It seems to me this will take at least this quarter to prove any acceptance and most likely several quarters to indicate market share gains over aapl and or android.

In between do we retest the 19's on continuation "Intel has lost it fears".

I for one think McAffe and enterprise build out ie servers ,combined with even a declining PC is one heck of a value business.The 90 cent dividend seems safe and thus gives us yield support below 20.

Now to show growth in mobility (perhaps tizen os and security) will be big PLUSSES in mobility??

I've not heard of a virus lock up in a mobile phone - but if it develops - security will be huge.

If my phone stopped - I'd pretty much panic and go straight to Verizon for help or new phone.

Bob
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