Replies to post #65684 on Intel Corp (INTC)

[mas]

They were both thriving until Intel decided to cheapen dual-cores as a currency and sell them as if they were single cores. Intel made its best profits when it was selling high clocked single core P4s at $1000 and now only quad-cores sit there. Intel was in too much of a hurry to bring cheap multi-cores to the marketplace just so it could hurt AMD. Dual-cores were just not milked enough to get maximum profit for both companies even though AMD did try before Intel declared price war in April 2006.

[Tenchu]

Maui, > The point is, with only two players left in this 'growing' PC market, they should both be thriving - and neither are.

One word: commoditization.

Between that, a near-suicidal competitor, and the uncertainties in this very overpredicted "recession," Intel's performance should be noteworthy.

Of course, none of that translates into a P/E ratio well above 20, so now what? How to get Intel to "break free" from its trifecta of circumstances?

I'd sure like to know.

Tenchu