Replies to post #65694 on Intel Corp (INTC)

[Elmer Phud]

How to get Intel to "break free" from its trifecta of circumstances? I'd sure like to know.

How about "breaking free" from the notion that a stock has to go up in price before you can make money? Covered Calls can provide a nice income from a range bound stock. Selling Puts on a solid company with solid financials that the world depends on for critical products which can not be replaced by anyone else soon can also be a source of income. A dividend (while not huge) sweetens the pie. We've all been complaining for years about a sluggish share price. Why not accept it and take advantage?

[tecate]

Intel has to get the EU crap behind them. US off their backs for two ;)

[Maui]

Tenchu,

Yes, Commoditization did contribute. But should it have contributed so much?

Maybe the discussion could be:
What if Intel had jacked up the ASP by $20-$30 starting last year when economy was better and AMD was messing up with everything? Maybe AMD would have jacked up the price too and breakeven and maybe behind the scene have them back off from these lawsuits. What if Intel do it now? Would people in emerging market not buy computer? Would businesses use PDA and cell phones instead or delay their purchase? What choice do they really have (I am speaking for Investors, not consumers right now)?

Maybe Intel and Amd have though about it all and concluded that this is the only way to go. But then, sometime they (executives) are too obsessed with screwing each other. In early/mid 90's, Andy Grove and Sanders disliked each other so much, that someone (Barrett, if I remember right) else acted as a peace-maker with their lawsuit - whcih could only benefit both companies.

I gave an example of Oil companies earlier. The breaking point seems be around $5/gal in US, but they have still managed to jack it up from ~$1.80 to $4.60. Aren't they all finding ways to thrive at the cost of consumers?

Maui.