I am fully invested in stocks too. Bulk of it in Intel (worked there for a long time). The best it did in the last up cycle is $28? This stock was at $26s in 1997. You can take a 2 year span and feel better (BTW, 1 year doesn't look that great either), but with all the competive egde, I expected lot more.
I am very dissappointed in the returns (dividend and cover calls helped) in a timespan when CPU sales have grown significantly. I think it either ignores competition in their core business (under Barrett) and then does just the opposite - too much focus on AMD.
Bye.