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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Art Bechhoefer who wrote (195568)	9/10/2025 12:08:23 PM
From: Doug M.	1 Recommendation Recommended By Dr. John Read Replies (2) \| Respond to of 196870

Lip-Bu disagrees - he put $25 million of his own money into INTC's stock right after he joined the company earlier this year. New Intel CEO Lip-Bu Tan Completes $25 Million Stock Buy - Barron's Masayoshi Son (the owner of ARM) disagrees as well: SoftBank Group and Intel Corporation Sign $2B Investment Agreement :: Intel Corporation (INTC) The US Government is a passive investor. Knowledge is power.

To: Art Bechhoefer who wrote (195568)	9/16/2025 3:19:23 AM
From: Maurice Winn	3 Recommendations Recommended By Dr. John Jon Koplik NozRydr Read Replies (1) \| Respond to of 196870

As an investor with over 65 years active investing experience, I wouldn't touch this stock, at least not as long as Taiwan Semiconductor exists If Taiwan Semiconductor unbolted their semiconductor factories and installed them in Texas, maybe buying Intel in the process in a share swap, would you buy Texas Semiconductor if they retained half their factories in Taiwan? Mqurice PS... I am refraining from making fun political comments about the interface between Formosa and the CPC. I always pointed out that QUALCOMM was at the core of politics because mobile Cyberspace in general and It aka AI in particular is the biggest thing ever. Sure enough. Now everyone has noticed. But they don't yet understand that It's bigger than everything combined not just since the invention of the industrial revolution, more than everything since humans stopped being chimps, bigger than everything since sexual reproduction, eukaryotes and even the invention of DNA. We've got to go back to the invention of the four forces of the apocalypse to get something bigger. What a lot of fun. Admittedly It's not too flash yet, but give It a few decades or maybe a century. That's still not long in geological time.

To: Art Bechhoefer who wrote (195568)	9/18/2025 3:18:59 PM
From: Doug M.	1 Recommendation Recommended By JeffreyHF Read Replies (2) \| Respond to of 196870

<< Doug M. ". . . If anyone waits until Qualcomm chooses Intel foundry in the future, they will be paying a lot more for Intel's stock than if they buy it now." Progress in a company is a function of management quality. Intel had a major management change that might prove helpful when compared to a long term culture that remained devoted to x86 architecture. Yet that change has been altered by a recent major purchase of INTC shares that could create yet another culture devoted to the past. As an investor with over 65 years active investing experience, I wouldn't touch this stock, at least not as long as Taiwan Semiconductor exists. Art>> ------------------------------------------------------------------------------------------------------------------------------------------------------ Art, it looks like I was right about my quote that you posted above - because INTC is up 30% in the past month. That's a lot for a company of Intel's size. With all due respect, I'm glad that I didn't take your advice on Intel - I gave numerous reasons why in my previous posts. Not only have I been buying Intel's stock - but I've been buying it in size. That's all in some of my posts here, but most are on the AMD / Intel / NVIDIA board.