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No. of Recommendations: 3
Sell Intel.

Intel has been an amazing investment for many of us. If you've been a good LTB&Her, you probably have a nice chunk of it in your portfolio.

The question that LTBHers need to remember to continue to ask themselves, however, is whether they would buy it now, if they had no position in it. Given the large number of other attractive investments available, the answer must be no.

I think the best that we can hope for from Intel in terms of earnings growth is in the high 20%. I am sorry, but that just does not cut the mustard: not when you can choose to invest in Brocade, Extreme, AMCC, Broadcom, i2 or Network Appliances.

So, sell your Intel. Shed a tear for an investment (a dear silverback gorilla who's time is passing) that has rewarded you handsomely over the years. Then move on. Please, don't love Intel. Save that love for your spouse and children, who will be better served when you sell that Intel and buy something better.

Disclosure: I've been reluctantly selling Intel all year and will probably sell my last slug of it quite soon.

Long BRCD, EXTR, AMCC, BRCM, ITWO and NTAP!

Hjelmerus
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