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From: Jacob Snyder

2/18/2022 3:10:24 AM

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INTC: plan: buy at $42. Trade half the position (sell when 10wma fails on upmove; buy back at $42).
Stock: support at $42 since early 2018 schrts.co
Forward PE 13 = 47/3.50 (guidance in February, for 2022)
Dividend yield 3.1% = 1.48/47
Shares -2%/y (average last 9 years)
28b$ cash
33b$ debt LT

Huge capex spend, not expected to improve results till 2025:
Intel (NASDAQ: INTC) said it expects its profit margin to drop in 2022 and then be steady for several years as it invests in new technologies and factories to meet rising chip demand, but added it forecasts climbs from 2025. Intel predicted a revenue increase of 1.7% to $76.0 billion in 2022 vs. consensus of $75.48M, then mid-to-high single digit percentage point growth in 2023-2024, followed by gains of 10-12% for 2025-2026.

Company / Stock	CY21 YoY GAAP Revenue Change %
Intel	1.5%
TSMC ( TSM)	18.5%
Qualcomm ( QCOM)	42.7%
Advanced Micro Devices ( AMD)	68.3%
Samsung Electronics	18.1%

Company / Stock	CY22 YoY revenue change % consensus estimates
Intel	1.2%
TSMC	26.2%
Qualcomm	26.7%
Advanced Micro Devices	35%
Samsung Electronics	11.6%

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