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


To: Johnny Canuck who wrote (186689)1/18/2013 12:33:02 PM
From: robert b furman  Respond to of 186894
 
I think it will take several quarters for the new ventures to pay off (buying infineon wireless).

Meanwhile it is not like they are chopped liver with processors and security.

I like this negative spin as I think it will give us an opportunity to reload.

When and if thay do get traction in new ventures - it won't be time to sell the pops and buy the dips - it will be a hold onto for the longer run.IMO

When they get a new leader - it may well be a time to clean out some poor direction investments and that quarter might have some special charge offs - which could give us a last great value re-entry point.

In between hoping to buy back in @ 20's ish.

Bob

Still have my sold puts which are nicely decaying daily ,unless this dip gives me that re-entry point below 19 ish.



To: Johnny Canuck who wrote (186689)1/18/2013 12:42:34 PM
From: Elmer Phud  Read Replies (2) | Respond to of 186894
 
Keep in mind being a fab for other manufacturers is a capital intensive and low margin business.

Intel's position on acting as a foundry:

To the extent that we engage with these foundry customers, we want to make money at it. We want to get paid in terms of margin and we want to get a return on our invested capital commensurate with our technology leadership.

seekingalpha.com

That sounds like Intel is not interested in low margin business.