Agreed re: diversification. However, I'll buck the trend and say I actually don't like INTC. Or more accurately, I wouldn't hold it. After all, if you have a limited amount of money, why not invest in a small group of the best of the best. IMO - INTC doesn't belong there. Not that it's a BAD stock, but I can think of better (MSFT for one).
I know I'll catch flak for that, but I just find INTC too cyclical, too vulnerable to radical technological change and competition. This is of course relative, as it is certainly less cyclical, vulnerable etc. than the vast majority of tech stocks, but if you are looking for the very, very very best, IMHO, INTC needs to be dropped. |
