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>If you still own any Intel stock it is probably good time to dump it. Until Intel stops making huge amounts of money, I'm not sure, as a company, they're in h

>If you still own any Intel stock it is probably good time to dump it. Until Intel stops making huge amounts of money, I'm not sure, as a company, they're in huge trouble. Apple isn't going to be selling the M1 to other companies and other companies have proven they don't have the mettle to spend what Apple is spending to make chips like this. Really, AMD should be a little worried since they have some counterparty risk getting all of their chips made by TSMC. At least Intel controls their own production.

Mindwipe 6y ago
> Really, AMD should be a little worried since they have some counterparty risk getting all of their chips made by TSMC. At least Intel controls their own production. Chip fab is probably a short term risk but not a medium long term one, as the situation with Huawei has made it very clear to world governments that having competitive chip fab capabilities is incredibly important from a geopolitical power point of view. I would expect to see significant investment by various governments in the next ten years into addressing it. (If you have a proven skillset in that area and no particular ties to the country you live in I would look into buying a yacht.)
lmilcin 6y ago
Stock value is a view on future, not current financial situation of the company, with relation to what existing market thinks it is going to be. By buying stock you say: I believe the company is going to be better than the market thinks it is going to be.
- colinmhayes 6y ago
  And the market currently has intel at a price/earning of 9. Pretty much the lowest of any tech company. If you have any semblance of hope for intel it's a solid buy.
- selectodude 6y ago
  Stock value is a view on whatever people want to think it is. If you look at pure financials, INTC is very undervalued. It's a dividend stock, it's trading at a PE of 9. Do we really think that Intel has lower growth potential than Exxon or AT&T?
samtheprogram 6y ago
Intel may or may not be controlling their production in the future; although it’s claimed to be for the short term, they’ve also started using TSMC. source: https://finance.yahoo.com/news/intel-now-ordering-chips-tsmc-072255657.html https://finance.yahoo.com/news/intel-now-ordering-chips-tsmc...

Mindwipe 6y ago

> Really, AMD should be a little worried since they have some counterparty risk getting all of their chips made by TSMC. At least Intel controls their own production. Chip fab is probably a short term risk but not a medium long term one, as the situation with Huawei has made it very clear to world governments that having competitive chip fab capabilities is incredibly important from a geopolitical power point of view. I would expect to see significant investment by various governments in the next ten years into addressing it. (If you have a proven skillset in that area and no particular ties to the country you live in I would look into buying a yacht.)

lmilcin 6y ago

Stock value is a view on future, not current financial situation of the company, with relation to what existing market thinks it is going to be. By buying stock you say: I believe the company is going to be better than the market thinks it is going to be.

colinmhayes 6y ago
And the market currently has intel at a price/earning of 9. Pretty much the lowest of any tech company. If you have any semblance of hope for intel it's a solid buy.
selectodude 6y ago
Stock value is a view on whatever people want to think it is. If you look at pure financials, INTC is very undervalued. It's a dividend stock, it's trading at a PE of 9. Do we really think that Intel has lower growth potential than Exxon or AT&T?

samtheprogram 6y ago

Intel may or may not be controlling their production in the future; although it’s claimed to be for the short term, they’ve also started using TSMC. source: https://finance.yahoo.com/news/intel-now-ordering-chips-tsmc-072255657.html https://finance.yahoo.com/news/intel-now-ordering-chips-tsmc...