Re: You OTOH only say thing like this platform will catch up or some reasoning why Intel will do well financially. As if you want to jump/stay on the winning bandwagon, "things haven't gone well, but are supposed to turn, while AMD might run to 30", your aproximate words.
Wait, what are you saying here? Do you think there is anything wrong or inconsistent with that summary?
"things haven't gone well" - no they haven't in some ways, but in spite of that Intel is making record revenues and their fundamentals have never looked better.
"but are supposed to turn" - right, Intel's competitive situation will improve dramatically next year, which will likely alleviate investors' concerns for increased ASP erosion.
"while AMD might run to 30" - I don't know which way the speculators will take the stock, and I don't really care. They may take the stock to $30, or it may have already hit its peak. I'm investing in INTC because it's based on a company already well valued with plenty of prospects for the future.
Re: What made you decide and keeps you believing Intel was/is the holy grail?
Just look at their YoY growth since the .com implosion. INTC has done exceedingly well from year to year, even in intensely competitive conditions. The company is solid, their manufacturing and market departments are top in the industry, and their development teams are ready to deliver some outstanding products over the next year. Not only that, but the stock is already priced rather conservatively, as investors' concerns are overblown. If you were to look at any other company with these qualities without having a biased detachment, you'd be jumping on the bandwagon, rather than trying to argue against it.
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