Tuesday, May 23, 2006 4:01:19 AM
Re: Even if you for some reason refuse to buy Intel you can bet that prices of FX will be coming down hard and soon, at least if AMD thinks it can satisfy the consequent increase in demand for high clock parts. My bet is that the holiday season will look very blue this year.
It might be a good time to invest in INTC. The stock is currently trading at about 19 times first call estimates of $0.94, which would represent >30% YoY decline from last year's $1.40. If you have any inclination that Intel will show some surprise, now would be the right time to enter.
Furthermore, the analysts are still expecting share loss throughout the year, and some have even said they expect Dell to open their doors to AMD in the PC and mobile markets. Truly, it is a kind of bearishness I've never seen before, and few or none of their fears are going to end up coming to fruition. If I weren't already so vested in INTC, I'd buy more.
It might be a good time to invest in INTC. The stock is currently trading at about 19 times first call estimates of $0.94, which would represent >30% YoY decline from last year's $1.40. If you have any inclination that Intel will show some surprise, now would be the right time to enter.
Furthermore, the analysts are still expecting share loss throughout the year, and some have even said they expect Dell to open their doors to AMD in the PC and mobile markets. Truly, it is a kind of bearishness I've never seen before, and few or none of their fears are going to end up coming to fruition. If I weren't already so vested in INTC, I'd buy more.
Recent INTC News
- Intel shares rise after joining Terafab semiconductor initiative • IH Market News • 04/07/2026 01:50:28 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 04/03/2026 04:50:37 PM
- Intel Appoints Aparna Bawa as Executive Vice President and Chief Legal & People Officer • Business Wire • 04/02/2026 08:05:00 PM
- Ceasefire Hopes and Strong Economic Data Power Wall Street Rally to Start Q2 • IH Market News • 04/01/2026 08:34:46 PM
- Intel to repurchase Apollo’s stake in Irish chip facility for $14.2 billion • IH Market News • 04/01/2026 02:48:34 PM
- Intel to Repurchase 49% Equity Interest in Ireland Fab Joint Venture • Business Wire • 04/01/2026 01:00:00 PM
- Intel to Report First-Quarter 2026 Financial Results • Business Wire • 03/31/2026 09:02:00 PM
- Form SCHEDULE 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend] • Edgar (US Regulatory) • 03/27/2026 01:51:11 PM
- Intel shares rise after report of planned CPU price increases • IH Market News • 03/25/2026 03:24:25 PM
- Form DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material • Edgar (US Regulatory) • 03/23/2026 08:38:44 PM
- Form DEF 14A - Other definitive proxy statements • Edgar (US Regulatory) • 03/23/2026 08:35:22 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/04/2026 12:57:09 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/04/2026 12:56:24 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/04/2026 12:55:26 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/04/2026 12:54:23 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/04/2026 12:53:24 AM
- Intel Board Chair Frank D. Yeary to Retire Following Annual Meeting; Dr. Craig H. Barratt Elected as Chair • Business Wire • 03/03/2026 09:01:00 PM
- Intel Corporation to Participate in Upcoming Investor Conference • Business Wire • 02/18/2026 09:30:00 PM
- Nvidia, Meta Advance on Broader AI Infrastructure Alliance; AMD Slips • IH Market News • 02/18/2026 11:26:05 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/03/2026 09:56:48 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/03/2026 09:55:28 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/03/2026 09:54:11 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/03/2026 09:53:03 PM
