Replies to post #85359 on Intel Corp (INTC)

[Joey Smith]

re: think INTC is trying more and more to diversify its variety of market segments.
I think in the next five to six years maybe sooner INTC's bread and butter will be more from non-PC related income.

I think you're right. I think in the short-term, Intc stock will jump to the $25 to $30 range based on the IT upgrade cycle that is long overdue. But, it needs new growth markets beyond notebooks and servers, which increasingly will be commoditized. Also, why Intel is still in markets such as SSD is still beyong me.

[smooth2o]

Ron: I believe cell phones, smaller form factor computing devices will be in demand in significantly higher numbers. INTC wants to be there. We will have to see. IMHO...

There's alway hoping, that may help. However, I don't see where this is going to significantly drive the SP. At best, you may see a more steady 5-10% per year appreciation. There is no way this will result in a massive jump anytime soon. Even if they were successful in winning a decent share of the 4x$10B markets over time, you'd see a small appreciation in the stock. With no top end growth in 10 years, there's no way they are going to become a tech darling like Apple. Actually, they need wins in these markets to keep the SP they have.

Smooth