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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (64410)7/25/2020 7:26:04 PM
From: Spekulatius   of 78744
 
re INTC - I bought some too. I am well aware of the issue. I think they are priced in and the stock would respond favorably if they get a few things right. Then you get the double whammy of earnings growth ad multiple expansion. It’s a bet I am willing to take.

This is a huge dinosaur and even if they continue to flounder, they will not die quickly. The ancillary operation alone (Mobileye, Altera FPGA’s Etc) are worth a large chunk of INTC market cap.
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