What are you buying?

[mode3sour]

INTC is definitely a great play at these levels. If they can get their execution right on mobile chips they could easily go to $30.

ARM chips are definitely a problem but I think with Intel's resources they can overcome this.

I'm playing the US markets almost exclusively these days as well because of the CDN dollar.

ARM has tripled in the past year while INTC has flatlined for 10...... ARM had the initiative in mobile chips before INTC even knew what a smartphone was. INTC chips are too bulky and power hungry and considering paying ARM royalties just to get into the growing market, and the demand for ARM-based chips *owns ARM

INTC is no play on mobiles from what I know, it's a play on servers or emerging markets which could be a good thing. INTC barely keeps up with the market though..

[Abha]

ARM has tripled in the past year while INTC has flatlined for 10...... ARM had the initiative in mobile chips before INTC even knew what a smartphone was. INTC chips are too bulky and power hungry and considering paying ARM royalties just to get into the growing market, and the demand for ARM-based chips *owns ARM

INTC is no play on mobiles from what I know, it's a play on servers or emerging markets which could be a good thing. INTC barely keeps up with the market though..

I agree with you. I rode the wave up with ARM. That being said, don't underestimate Intel and their massive massive power.

Remember when everyone and their mother was saying that AMD would slay Intel.

I should note that I have no positions in Intel and the only portfolio I may purchase it in is my parents retirement accounts.

[Banalanal]

INTC has an R&D budget equal to the market cap of its next competitor. No debt, 35% operating margin, 27% ROE, pays a 4% dividend at 10 p/e. It beat analyst expectations by 25% last quarter with record breaking sales. Demand for it's product in PCs is going nowhere, its processors run some Apple computers. And though I don't claim to know the industry well, how can they not be in position to make a presence in mobile chip technology even though they had a late start?

I'll be adding to my position given it's amazing fundamentals and its fall from favor with the greater investment community.

[andrewf]

I don't think there are enduring leads in chipmaking. In three years the technology landscape may have changed completely.

[mode3sour]

INTC has an R&D budget equal to the market cap of its next competitor. No debt, 35% operating margin, 27% ROE, pays a 4% dividend at 10 p/e. It beat analyst expectations by 25% last quarter with record breaking sales. Demand for it's product in PCs is going nowhere, its processors run some Apple computers. And though I don't claim to know the industry well, how can they not be in position to make a presence in mobile chip technology even though they had a late start?

I'll be adding to my position given it's amazing fundamentals and its fall from favor with the greater investment community.

You make a strong case but what good are historical stats for technology? Innovation is key for a tech stock imo and if INTEL has gone from $30 to $20 in a decade what makes you think they'll break out now - when they've been beaten handily to the future of their own industry?

By a late start do you mean they're going to start anytime now? Apple wants someone new to produce ARM chips for them after legal battles with Samsung. So INTEL may get chosen to make ARM chips, paying ARM for the privilege, thanks to Samsung being at war with Apple

Any computer guru that knows bang for buck has always said to use AMD chips hands down. I like to invest in a good rip off, but why hasn't the stock gone up while they dominated that market for so long?

[Abha]

You make a strong case but what good are historical stats for technology? Innovation is key for a tech stock imo and if INTEL has gone from $30 to $20 in a decade what makes you think they'll break out now - when they've been beaten handily to the future of their own industry?

By a late start do you mean they're going to start anytime now? Apple wants someone new to produce ARM chips for them after legal battles with Samsung. So INTEL may get chosen to make ARM chips, paying ARM for the privilege, thanks to Samsung being at war with Apple

Any computer guru that knows bang for buck has always said to use AMD chips hands down. I like to invest in a good rip off, but why hasn't the stock gone up while they dominated that market for so long?

It's far too early to write Intel's obituary.

[mode3sour]

I totally agree, and it's so hard to find bargains today I want to agree. The past decade is a mess for INTEL stock though while they "dominated" the market, so I can't imagine how they'll do better vs ARM and friends. Better investments elsewhere is what I'm thinking

[Argonaut]

Intel should just buy ARM. But they won't, because that makes too much sense.

[Abha]

This might not be the thread to discuss their upcoming technologies and innovations but they do have some very promising stuff on the horizon.

Thunderbolt looks great as do the sandy bridge processors.

Will it translate to an increase in share price? Too early to tell.

[andrewf]

Any computer guru that knows bang for buck has always said to use AMD chips hands down.

There were points in time where AMD had clearly inferior products in terms of price/performance. For a while their mobile processors were power hungry and hot vs intel's.