INTC - Intel Corporation

Discussion in 'Stock Message Boards NYSE, NASDAQ, AMEX' started by Tiptopptrader, Apr 4, 2016.

  1. TomB16

    TomB16 Well-Known Member

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    The market cap for AMD and Intel are essentially identical right now at 121.5B.

    AMD EPS = 1.69
    INTC EPS = 3.23

    From my perspective, Intel looks like the far hotter sister in this family.
     
    Rayak likes this.
  2. StockJock-e

    StockJock-e Brew Master
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    Tell me more about that sister!
     
  3. TomB16

    TomB16 Well-Known Member

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    Two days ago, Intel announced the Intel 4 process node is ready and about to engage manufacturing immediately.

    The Intel 4 node is a 7nm process. They are not world leading, by any stretch. They are close to the leading edge, though. They struggled with 10mm (never did get it fully sorted) and Samsung is struggling with their most advanced two nodes, as well.

    I don't know what this means, specifically. Is there a ramping period? Are they saying they can produce hundreds of thousands of wafers at this node at full speed? If they are saying this, I will sell my stock. There must be a ramp period. This is their first EUV node so we must expect a few bumps in the road.

    Still, this is significant. I find myself extremely impressed with Intel. Kudos to them for the hard work they have done to become relevant again.
     
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  4. TomB16

    TomB16 Well-Known Member

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    If China supplies weapons to Russia, it will be interesting to see the political ramifications of that move. I suspect nothing will come out of it, like every other crap thing China does. We will voice our displeasure and continue sending unfathomable money, along with most of the manufacturing jobs on the planet, to China.

    But, if we could somehow acquire some sort of backbone and we were to onshore some of our IC production, Intel would inherit a ton of business. If that happens, they might even make chips for AMD. Can you imagine? What a day that would be. Jerry Sanders would spin over in his grave.
     
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  5. TomB16

    TomB16 Well-Known Member

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    Ok. Please allow me to be direct.

    I see little down side to INTC. It could go down a bit but I don't see a lot of risk there.

    On the other hand, if politics shift much at all, Intel could easily double. What's more, they only have to be near leading edge to achieve a doubling of market cap.

    Alternately, if they can catch up or even get to the leading edge nodes a few months behind, they could take a whole lot of business from TSMC. They would even gain business from Samsung in Korea.

    This game is Intel's to lose, IMO. They are the home team.

    Is that hot enough for you?
     
    #125 TomB16, Feb 27, 2023
    Last edited: Feb 27, 2023
  6. anotherdevilsadvocate

    anotherdevilsadvocate Well-Known Member

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    Agreed. I'm starting to like this stock. Hated it when their only job was to beat AMD/NVDA processors. But they're going to be making chips for AMD and being the backup plan for when(/if lol) China invades TSM.

    [​IMG]
     
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  7. Money123

    Money123 Active Member

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    Double top breakout. Looks undervalued.
     
  8. Money123

    Money123 Active Member

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    I'm buying some in down market.
     
  9. StockJock-e

    StockJock-e Brew Master
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    Triple top over the past summer to now, the sector is looking hot!
     
  10. rg7803

    rg7803 Well-Known Member

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    we are on resistance territory...may correct from here....or not!
     
  11. Money123

    Money123 Active Member

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    Looks good today
     
  12. Money123

    Money123 Active Member

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    That 34 looks good on this pull back.
     
  13. StockJock-e

    StockJock-e Brew Master
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    My latest PC is the new i7, I tell you what, these CPUs are amazing!
     
    rolexian likes this.
  14. T0rm3nted

    T0rm3nted Moderator
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    If things work out for me in the next half year or so I'll be building a new one as well. Can't wait
     
  15. StockJock-e

    StockJock-e Brew Master
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    I was 5yrs overdue.

    My old PC ran pretty well, just had a GPU upgrade, but what a big difference this new i7 makes in rendering frames! Massive speed increase!

    If you are upgrading next year, what ever you pick will be a monster!
     
  16. T0rm3nted

    T0rm3nted Moderator
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    I built mine like 6 years ago or something. Still running an i5 with a 1070 GPU.
     
  17. andyvds

    andyvds Active Member

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    Still holding my INTEL position - I like this company, and it will be doing much better 1-5 years.
     
  18. StockJock-e

    StockJock-e Brew Master
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    +35% for the month, damn!
    Anybody thought INTC would be a swing trade candidate of that magnitude?
     
    Money123 likes this.
  19. Money123

    Money123 Active Member

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    I was down with it for awhile. Made a profit check Roku that's the ticket long.
     
  20. TomB16

    TomB16 Well-Known Member

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    Intel is lobbying hard for chip fab subsidies. They will get them. That's a good thing because they desperately need them.

    https://finance.yahoo.com/news/inte...-foundry-business-201110276.html?guccounter=1

    I've been watching Intel for positive signs, with the idea of buying in. It breaks my heart that I don't see much positive news. They are still solid on CPUs but absolutely don't dominate.

    By this time next year, we will be talking about what Intel needs to do to stay in business.

    Intel's future is inversely related to Taiwan's future.
     

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