Intel Corp (INTC)

[flumoxed2012]

"Sure! But you understand that in the markets that Intel plays in today, Intel executes WELL. As in, DAMN WELL. This is why the poor execution in mobile is so puzzling to me. If they can build 18-core Broadwell Xeons on a crazy 14nm process (that they designed themselves), why is building a flipping cell phone chip so hard?!"

Well, I don't know. I still think you're expecting way too much in too little time. There was some kind of magical thinking in the PO regime (Dadi Perlmutter's fate does remind one a bit of Kim Jung Un's uncle) and BK has to clean up the mess. It will happen, and even if Broxton is a turkey, Intel will still be here and very profitable for another quarter century. Dividends will resume upward course. And there's be other screwups in the future as well. I am in this for a 4 bagger, and will enjoy my 3.5+% palong the way.