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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: MJ who wrote (183478)	2/14/2006 12:19:38 AM
From: Dinesh	Respond to of 186894

MJ Rather an awkward time to forget about brides - considering it's the Valentine's eve. But, if you insist... Although I am still exposed to INTC, my view is that Intel is not ready to shoot up anytime soon. I am not too deep into TA, but it doesn't look like a mo-mo. For that you need to visit GOOG board. My reasons are essentially with the nature of leadership. It's not that it's full or idiots - Lord knows it oozes intellect. But, at a point in time when it needs to make giant leaps on the engineering front, it is being led by bean counters. A breed that, as is widely believed, owes its allegiance to Wall Street; to analysts who could not probably run an icecream monopoly profitably in Phoenix. To wit, the company insists on providing quarterly guidance even when it is obvious that the guidance lacks confidence. Restated, IMO the mind is chained. Question that then pops is - will the soul stay? This is a classic example of a corporation whiling away its tremendous market and mind leadership position. What's the great new product Intel launched lately? (If the answer is in another core and another GHz, then its got the PE it deserves.) The PC for example still looks the same silly old box, assembled the same silly old way. Contrast this with AMD, once labeled the Milli Vanilli of Silicon Valley. It can't be just luck alone; we can't discount perseverence, talent and the management. And the company did not even have the pile of cash that Intel sits on. OUCH! FYI I also have exposure to AMD stock. Word of caution: my investment record is not that exciting. Terrible, if you were to ask my bride... regards -d