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Technology Stocks : Semi Equipment Analysis
SOXX 276.98-2.3%Nov 18 4:00 PM EST
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To: Return to Sender who wrote (88966)9/9/2022 1:01:29 PM
From: robert b furman1 Recommendation   of 95432
 
Hi RtS,

I have begun buying a small position in INTC (admittedly too early).

AMD has earned some market share with TSMC's foundry prowess, granted.

I'm of the belief that when INTC upgrades their equipment in a new fab and couples that with their ability to 3D stack memory, it will reverse the supposed edge that AMD currently enjoys.

It's a good turnaround story and I think Pat Gelsinger is a hands on CEO who can get it done.

I have bought some shares via put selling and like you won't really get excited till INTC's dividend yield gets me in the 6% and at times support is not found until the 7% range.

While waiting, I've been selling puts on KMI (13 to 16's) and T (16's), which if assigned will be yielding 7% plus.

As you point out INTC's market share is very solid in their core competencies. They will proliferate their abilities when they compete in the foundry sector, which will be big enough to more than allow two competitors. TSMC has been sold out for the past two years. I do not see that sector as a zero sum gain market. It's growth for both competitors will explode into the future. What's not to like on a technology oligopoly. It's been going on for years in the memory segment.

Bob
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