AI
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| Posts | 4019 |
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| Alias Born | 11/28/2012 |
Wednesday, March 12, 2014 9:36:23 AM
Look, Intel isn't a stock that you'll lose your shirt on...I don't worry about permanent capital impairment at these level, and the dividend at my cost basis is still enough to counter inflation 
. My concern is on just how much return we can get after a couple of years of under-performance (after all, that's why we're in the market, right?)...and I think if Intel can get its mobile house in order, even with PC still weak, we shareholders can make out pretty well. If not...then it's all on the PC and I'm not about to make a bullish call on PCs until I get more Q4-like datapoints.
My observations re: the 'defections' are merely for informational purposes
. My concern is on just how much return we can get after a couple of years of under-performance (after all, that's why we're in the market, right?)...and I think if Intel can get its mobile house in order, even with PC still weak, we shareholders can make out pretty well. If not...then it's all on the PC and I'm not about to make a bullish call on PCs until I get more Q4-like datapoints. My observations re: the 'defections' are merely for informational purposes
