Replies to post #56478 on Intel Corp (INTC)

[Joey Smith]

re:So has anyone come up with a plausible reason for INTC dropping like it did ?

Part of it, imo, is Intel has done a real poor job lately conveying to the investment community its business model and what metrics it thinks is important. Listening to the call last night, it was almost like analysts and Intel were speaking different languages. Analysts were asking questions, Intel was responding, but many analysts were either not understanding or misinterpreting what was said. Did the forecast include divestiture impacts, why arent forecasted margins at 60%, and on and on. One can argue that analysts are the clueless ones, but it doesnt matter as its these same analysts that are influencing the stock price, so Intel management better start caring. Intel has been a great company, but a lousy investment for many years now, and partly because of this reason....
J

[justaview]

So has anyone come up with a plausible reason for INTC dropping like it did ?

I must admit that a drop of 40% in 3 weeks is a bit strange, even assuming a recession. There could be some skeleton in the closet. It could be poor yields, process troubles or a nasty erratum.
A quick update: I covered my 500 Jan $22.50 puts the next day after I sold them for a $.20 profit. I shorted 330 February $20 put contracts for $.94 cents today.

[VistaViewer]

Sarmad, "...plausible reason for INTC dropping..."

Supply of available shares increasing while buying demand falling off.

The price has to go down.

VV