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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (72144)	1/27/2023 12:12:05 PM
From: Elroy	3 Recommendations Recommended By Lance Bredvold petal Spekulatius Read Replies (2) of 78921

New equipment & technologies can be updated. Expect 3-5 years for those upgrades. Yes, but the competitors are upgrading as well, so how does Intel catch up and surpass competitors? That is the question. We won't know whether Intel's efforts to recapture process technology leadership are successful for a few years. In that time, Intel will spend BILLIONS of dollars trying to catch up. Why bother with that risk (they spend all the money, and don't catch competitors)? QCOM is market share leader in cell phone basebands, is growing rapidly in new high growth semi spaces (auto, AI, etc.) and has no capital expenses because they outsource production to Intel's foundry competitors. QCOM is about 10x 2022 and 2023 EPS. Why buy Intel and pray rather than buy QCOM on the cheap and collect nice dividends while sales grow? Wouldn't touch Intel with a 10 foot poll tax.

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