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wbmw

02/03/06 5:37 PM

#24734 RE: Snowrider2 #24732

Re: 20.75 .... Uhg... I don't know whether to cry or buy.

This is the time where it's easy to get emotional over a stock and get worried with the way Wall Street is evaluating it. But on a more fundamental level, things at Intel are only improving, great new products are right around the corner, and Intel seems to be redoubling their marketing efforts. With dual core, Viiv, NGA, Apple, Micron, etc, Intel is poised to be very successful, and the winners are going to be those investors who stay the course.

By the way, look at this:

Intel has the 3rd smallest P/E ratio in the semiconductor industry.
http://biz.yahoo.com/ic/ll/830per.html

But look where they are in terms of:

Total Revenue (#1):
http://biz.yahoo.com/ic/ll/830tor.html

Net Profit Margin (#3):
http://biz.yahoo.com/ic/ll/830qpm.html

Return to Equity (#3):
http://biz.yahoo.com/ic/ll/830yie.html

Dividend Yield (#1):
http://biz.yahoo.com/ic/ll/830yie.html

The biggest reason why investors are punishing them is because it has suddenly become popular to put absurd amounts of faith in their competitor gaining share. Just look at the recent analyst report from Prudential that suggested AMD could reach 40% global CPU market share in 2008 - even WITHOUT Dell. With people having such pie-in-the-sky expectations, you can imagine that the stock is going to fall like a lead brick as soon as they fail to deliver. And likewise, with the average INTC 2006 analyst estimate $0.13 below 2005 EPS, Intel has a big opportunity to surprise positively. I don't think they are going to shrink this year. Too many new products and a renewed marketing strategy has got to pay off. It's where I'm putting my money, and if you agree with the above, then you'd do well to do the same.
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Tenchu

02/03/06 5:42 PM

#24735 RE: Snowrider2 #24732

Snow, 20.75 .... Uhg... I don't know whether to cry or buy.

Bookmarked just for you.

Let's check back in 6 months to a year. Hopefully we'll look back on this post and say the answer was to "BUY!"

Tenchu
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dlr_972

02/03/06 5:52 PM

#24736 RE: Snowrider2 #24732

MS Vista should push up the demand to the higher end--its an 07 product but toward the end of 06 should factor into purchases-- as another positive
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KeithDust2000

02/03/06 10:17 PM

#24745 RE: Snowrider2 #24732

Snow, something to cheer you up:

http://www.siliconinvestor.com/readmsg.aspx?msgid=22131681

Hans Mosesmann sees a $10 target for AMD, and a $34 target for INTEL.