It is clear we are in the midst of a very large transition (or inflection point if you prefer). It is not clear if INTC will emerge as the X86 monopoly many of us think of it as, or as a world class foundry.I also made a few additional comments about this over on the INTC board here:http://boards.fool.com/i-think-there-are-really-four-possibl......specifically about how Intel fits with Apple.--Alan (or others)Excuse my ignorence of the tech of this area. This is, to me, a leading company which is fighting to keep on the "bleeding edge" of the industry, but has a tremendous built-in base that provides cash (on the positive side) but also a "headwind" to taking the company in new directions. Buggywhip company, Microsoft or [h*ll] Apple (which re-invented itself). It has all the creds IMO to be a value stock.So for my simple mind, how WOULD you rate this company moving forward on a 1-10 scale with 10 high for:Staying a leader (if not THE leader) in the industry?.....who can replace them .. certainly not AMDIts 10 year financial safety?How do you rate it's value right now?...... entry price?Other investment considerations?Thanks Alan and all for contributing to this excellent thread!BobRYR Home Fool
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar<