Replies to post #98669 on Intel Corp (INTC)

[mas]

It's only because ARM is currently in form factors (smartphones) and o/s (android) that x86 is currently MIA so the dumb analysts and their even dumber future bagholder follower sheep think this is due to some magic and mystical properties of the ARM architecture. Once battle is fully engaged on all fronts and x86 exposes ARM for the very ordinary RISC it is the hoopla and the sales will recede. I would have been more worried if Samsung had used their ALPHA license and built a modern one as that really was the only RISC that could run rings round x86 at times on a core to core basis, it was the best RISC implementation while ARM looks slower than SPARC although its saving grace is its very low power which is why it has flourished in the cheap slots under the x86 radar.

[Sarmad]

>> is it simply a momentum play?

I don't know whether that was in reference to ARMH or INTC. As far as INTC, the stock price is a function of lack of earnings momentum. Every year it seems Intel looks like it will have a record revenue and earnings for the year, then something happens where a billion or two disappear. So the P/E stays low. Which suits me just fine. But it annoys some folks. I prefer to buy at $20.cc and sell at $21.cc four or five times per year. If this went on for 10 years, I will not be complaining. (possibly because I'll be dead. But even if I wasn't).

[herb will]

"hysteria surrounding ARM and it's stock price while INTC trades at ~$21."
Sure ARM PE is high, look at their last earnings report. But I think you can get a better evaluation of the long term here on this Ihub board as anywhere on the net.