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


To: Kirk © who wrote (15414)2/22/2023 12:41:03 PM
From: John Koligman  Read Replies (2) | Respond to of 26583
 
I've been watching and have contemplated getting in, but so far the combination of margin collapse, tanking sales, in combination with soaring capex needs has scared me off. It's a toxic mix, and I'm wondering if they will be able to build all the plants they want without becoming a 'T' in terms of debt. On the plus side, geopolitical events certainly bode well for Intel getting propped up, one way or another. Doesn't mean the stockholders don't get crushed as with GM, but I am rooting for them.

Edit:

I was thinking that Andy Grove must be rolling over in his grave over what his baby has become.