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

To: Madharry who wrote (64410)	7/25/2020 7:26:04 PM
From: Spekulatius	Respond to of 78748

re INTC - I bought some too. I am well aware of the issue. I think they are priced in and the stock would respond favorably if they get a few things right. Then you get the double whammy of earnings growth ad multiple expansion. It’s a bet I am willing to take. This is a huge dinosaur and even if they continue to flounder, they will not die quickly. The ancillary operation alone (Mobileye, Altera FPGA’s Etc) are worth a large chunk of INTC market cap.

To: Madharry who wrote (64410)	7/26/2020 2:50:25 PM
From: E_K_S	Read Replies (1) \| Respond to of 78748

Do you recall on an earlier generation chip AMD had similar problems and in 2016 their stock traded around $2.50/share. These problems can be fixed (yet costly) and maybe they need to recruit a next generation CPU management team too. A slight positive is INTC has expanded their revenue streams to now include Cloud Services & Networking which accounts for over 50% of their revenues It may be early on buying INTC so that is why I only picked up 25 shares to track their progress. AMD took 24 months to turn their legacy manufacturing around and then another 18 months to scale their Ryzen line of chips. That's actually quite remarkable considering how far behind AMD was at the time. The market had pretty much wrote them off. EKS