Replies to post #126722 on Intel Corp (INTC)

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I haven't been short ARMH in a *long* time. And the reason I'm long Intel is simple: they have a lot of unique ingredients to succeed. They have CPU expertise, growing GPU prowess, Infineon, etc.

However, the company keeps slipping up and it's frustrating. I'm not going to turn a blind eye to obvious fail to stay consistent with my prior posts. The facts change, investment theses change, and timelines change. I want to believe that my INTC thesis is still intact long term, but the blunders and the obvious failure to execute need to come to an end as 2014 winds to a close.

Considering that no fewer than 7200 people follow my work on SA (that's over 7 followers per day), I think my credibility is just fine. People like that I tell it as I see it, no holds barred, despite my stock positioning, and my non-Intel investments/calls have tended to make people a lot of money (although I do get them wrong at times, as everybody does).