Intel Corp (INTC)

[chipguy]

Do you own shares, and - if so - are you feeling the very swift kick in the face that yesterday's final presentation was?

Yes I do own shares.

I have followed Intel since the 70s. I have worked in the semi
industry since the 80s. I have been long INTC since the last
decade. I am not at panic stations over anything said yesterday.

I remember the painstaking and drawn out process that was Intel's
growth from new guy to dominance in the server MPU market.

Perhaps unlike some others here, based on that precedent I was
under no illusion of how long it would take for x86 to displace
RISC from incumbancy in another market. Other companies just
don't call it a day and curl up to die. They fight back hard and
dirty with everything they got.

You seem to fly weekly between "Intel is all that and a bag of
chips" mode and a "Intel is stupid and doomed" funk. Perhaps
a bit of attitude adjustment and perspective could lessen the
amplitude of your mood swings.

This war is going to go on for many years. In the mean time I
am happy with my choice of dog in this fight and will hold on
for now and enjoy my dividend stream.