Intel Corp (INTC)

[techno_bull]

My guess would be that both MSFT and INTC are down in sympathy with Seagate's lackluster earnings report. Basically a report that support the thesis of the PC is dead crowd.


http://seekingalpha.com/symbol/STX

I use days like this to add to my call leaps for INTC both Jan'2016 and Jan'2017. The risk portion of my portfolio rests on the view that sometime in the next year or two the foundries will admit that they are experiencing serious issues with their process technology. If TSMC and Samsung come through and execute to their roadmap with finfets and 16nm then my thesis is probably a losing one.