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Maui

07/29/08 8:20 PM

#65659 RE: fingolfen #65656

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.
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smooth2o

07/29/08 8:38 PM

#65665 RE: fingolfen #65656

Yeah. So do I. And, I am not happy with how Intel has done. They are way undervalued for their position in the market and that should be rewarded, and maybe it will. Many other companies are in the same predicament. I was hoping that Atom would change that view, but now I see that the revenue growth will be small compared to Intel's $40B.

Smooth