Intel Corp (INTC)

[morrowinder]

CT+ has been modestly successful...

I own one CT based Sony Bluray player and 2 CT+ tablets. Clovertrail was about getting some design wins in emerging categories and preparing for the future. While it wasn't a world beater it was very competitive and won quite a few sockets. Charlie is hardly an unbiased source on this and I would carefully reconsider his over the top rhetoric as very few people take him seriously any more. It's a good thing to question Intel but quite another to be a perpetual basher. Some of us have been stock holders for decades and have watched the doom and gloom scenarios before: FDIV, Itanium, Willamette(ask chipguy about that some time:P),Prescott, the processor serial number fiasco. Intel has always had its fair share of harsh critics but it has always been able to win in the end. Mobile is a lot harder than the PC space but Intel is doing reasonably well in tablets and they have dipped their toe in on phones. It is Apples and Samsungs game to lose but they are not innovating like they used to either. Intel has a small but growing beach head in tablets and personally I am going to wait for MWC for news on phones. I did sell some of my shares when it passed 25(Tenchu made a really good case in his post at the time) because Intel hasn't stayed above 25 very often in the last 14 years. But I am holding on to a significant portion of my shares(some because they are so old I would take a hell of a tax hit:P). The dividend is good and I still see potential and think Intel can use its process advantage to take share.