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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: John Koligman who wrote (10785)	12/29/2020 2:31:37 PM
From: robert b furman	Respond to of 26576

Hi John, If I recall properly, Intel went on an empty fab building spree several years back. They had the idea of becoming an outsource fab for others. I think INTC has like so many other companies become addicted to those big margins. It is time for that competitive paranoia to resurface. Bob

To: John Koligman who wrote (10785)	12/29/2020 3:41:22 PM
From: Kirk ©	Respond to of 26576

Good to see someone with dollar clout take an active interest. Hold the marketing CEO's feet to the fire. I think Intel's mistake was not being run by an engineer or operations guru. Marketing types are better at selling soap or $200 sneakers to people that don't understand value. Intel really needs an engineer or manufacturing operations guru at the helm holding the manufacturing group and their supplier's feet to the fire. The funny part is they had a great quarter and provided good outlook too. If they were making soap for Buffett, then it was probably enough but they need to inspire investors for the future. I've added... and added to my GF's account when it tested the year low recently. If I get a bunch of my indicators aligning for buy signals, this is near the top of my list to add ahead of next target prices, especially if under $46.