Right now INTC is not one of my top 20 ideas. The weakest idea in my top 20 is Masco - MAS. To replace MAS I would have to be convinced that INTC had earnings power of $4.00 in 2025. I can look past the temporary problems caused by the current inventory glut at INTC’s customers. I cannot look past the increased competition from AMD and others.
Is Intel a "Value Trap"
Is Intel a "Value Trap"
Is Intel a "Value Trap"
Right now INTC is not one of my top 20 ideas. The weakest idea in my top 20 is Masco - MAS. To replace MAS I would have to be convinced that INTC had earnings power of $4.00 in 2025. I can look past the temporary problems caused by the current inventory glut at INTC’s customers. I cannot look past the increased competition from AMD and others.