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

To: Kirk © who wrote (15418)	2/22/2023 10:45:00 AM
From: robert b furman	Respond to of 26596

I'll be getting back in Intel. I made a lot of premium from selling $20.00 puts back in the early dividend days. A six percent dividend rate requires an $8.33 cent stock price. Their turnaround IF done on Gelsinger's time table ( I believe it will, with in reason) is out to 2025. My bet is after a 61 day wait, I'll buy it a lot cheaper than 26.00ish. I could be way wrong on this one, but once bit twice shy is me. Bob

To: Kirk © who wrote (15418)	2/22/2023 11:35:08 AM
From: Elroy	1 Recommendation Recommended By Return to Sender Read Replies (1) \| Respond to of 26596

For the last decade or so, I've been adding INTC shares in my ROTH and regular IRA ... Curious - why Intel? ADI or MCHP seem like much better diversified semi stocks in less competitive spaces. Intel is losing share to AMD-TSMC, and has to spend a lot to try to regain process leadership (or even parity), and we won't know if that spending is successful until the money is spent. In other words, Intel seems risky as hell to me ever since they began losing share to AMD-TSMC. Why do you (a semi guy) disagree? My best guess for Intel's future outlook is they spend and develop and spend and develop and spend and develop, and at best, they maintain current share. More likely, AMD also spends and develops for years and years, and AMD takes share from Intel each year. Rather than being involved in that battle, one can just own MCHP or ADI, and grow with the semi industry. Minimal risk from competition with those two, I think. Why is Intel better than them?