Replies to post #79836 on Intel Corp (INTC)

[Sarmad]

>> On my screen, CSCO, AAPL, DELL, HPQ, GOOG, MSFT, ORCL seem to be outperforming INTC. Even AMD has been doing quite well.

That's been like that for the whole month. And also the indexes such as DJII and NASDAQ are outperforming INTC 2x and 4x.

The loaded spring is just getting wound tighter.

[wbmw]

Re: On my screen, CSCO, AAPL, DELL, HPQ, GOOG, MSFT, ORCL seem to be outperforming INTC.

Investors seem to like the systems and software companies more than the semis. It's been like this for years. I can only see INTC breaking away if new businesses take off, so I'm looking forward to 2010 products, Atom based SoC's, entry into discrete graphics, and further MSS gains in MP servers.

[Saturn V]

A break of $15 would be nasty.

... Yes that is my biggest fear. The six week rally is due to the market anticipating an economic rebound. But before the market can go higher and Intel break the $16 barrier, there has to be confirmation by some leading economic indicators. So far that is lacking, and the rally is stuck in a waiting mode. A break of Intel below $15 would indicate that the market is giving up hope of an economic turnaround by year end.

If Intel can convince the market that it is going to grow despite the economy, then it can break $16 fast. If Apple announces an Intel based Tablet, or iPhone, or someone demos a killer MID device, things could change fast ! Sigh !