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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (50109)	11/20/2012 5:26:36 PM
From: Jurgis Bekepuris	Respond to of 78742

Although I think that it's quite ridiculous that INTC is down on HPQ Autonomy fraud allegations (this impacts PC business how???), I have not added to my position yet. I am looking for lower entry point right now. Not saying it's going to happen, just that's what my current plan and situation is. Might change any time. :) Disclosure: small-medium INTC position. no HPQ position.

To: E_K_S who wrote (50109)	11/21/2012 10:54:09 AM
From: gcrispin	Read Replies (1) \| Respond to of 78742

EKS, As much as INTC looks enticing, it is articles like the one below that call into question whether microprocessors are going to become a commodity. If Apple can create their own, Samsung etc. will follow their lead. news.cnet.com