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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
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79347 1223 4
Emcee:  Paul Senior Type:  Moderated
Introduction Compact
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76190Bought a handful of WVVI - Willamette Valley Vineyards. CEO buying shares, tradHarshu Vyas39/18/2024
76189Re: Paypal Holdings (PYPL) (new 52wk High) Amazon adds PayPal as a payE_K_S-9/18/2024
76188That might be intels best (only?) chance for success: to reinvent themselves as Area51-9/18/2024
76187But you're still early... the brands are all underperforming massively.Harshu Vyas-9/18/2024
76186Re: V.F. Corp (VFC) +4% pre-market Under the new leadership of CEO BrackeE_K_S-9/18/2024
76185"soon they will be outsourcing to INTC (think 5 years out). That's the Paul Senior19/17/2024
76184soon they will be outsourcing to INTC (think 5 years out). That's the valueE_K_S19/17/2024
76183I'll briefly chip in - Gelsinger's openly admitted he's betting InteHarshu Vyas-9/17/2024
76182Yes, it makes sense that Intel can design wonderful chips. That's not my isElroy-9/17/2024
76181Look at the chip design by INTC. It's more energy efficient and can scale bE_K_S19/17/2024
76180I'd bet the government pressured Amazon to purchase from US maker Intel, andElroy19/17/2024
76179<i> I think the issue with INTC is not necessarily regaining the lead wElroy19/17/2024
76178What I find significant is Amazon must have found something positive in Intc'E_K_S-9/17/2024
76177Elroy- I think the issue with INTC is not necessarily regaining the lead which IFIFO_kid229/17/2024
76176If you want to own a US semiconductor manufacturer that is accustomed to competiElroy19/17/2024
76175And there is a lower cost Taiwanese company which is ahead of them in the technoHarshu Vyas-9/17/2024
76174Paul, Thank you for reiterating that INTC is an also-ran investment and will neSisyphus19/17/2024
76173ATKR. You paint a bleak picture. I'll have to look look closer. Thanks. Paul Senior-9/16/2024
76172Beryl Capital filing says the company sold their shares back on Sep 5th This isS. maltophilia-9/16/2024
76171<i> The news about the Amazon contract is HUGE</i> Why is it hugElroy-9/16/2024
76170ATKR. Just a quick look. You are hoping that volume picks up. Volume haGrommit19/16/2024
76169Hope it works out for you, then. I really don't know enough about it to commS. maltophilia-9/16/2024
76168ATKR. I'll stick with this pick 'n shovel to be a beneficiary of IntelPaul Senior19/16/2024
76167<i> If the deal's not happening, then bail.</i> Sure, but I Elroy-9/16/2024
76166seekingalpha.com sec.gov Pick one. If it's more of the Beryl dump, maybe iS. maltophilia-9/16/2024
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