Intel Corporation (INTC)

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Looks like a local plateau: medium-term price stabilized, volumes dropped. Everybody is waiting on sidelines ... But in long-term I no doubt price will be up: all current hurdles which affect EBITDA are temporary by nature.

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Boris Borisov Aug 16, 2022 9:48AM ET

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I hope that one day this decline will stop here, that's why I'm watching the stock. The most important thing is the level of entry, because when the index collapses, we can also see a price of 25....Everything else is empty talk.

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James Martin Aug 16, 2022 7:58AM ET

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Expectations are so low now surprising to upside ia what could come next Wal-Mart comes to mind

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James Martin Aug 14, 2022 6:18AM ET

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Some people here want you to sell low buy high the smart ones will figure it out.

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James Martin Aug 14, 2022 6:12AM ET

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We do think we're on the bottom," Zinsner said, adding that price increases and a seasonal improvement in the fourth quarter should help Intel bring its gross margin back to around 51% to 53%.

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Insight Aug 12, 2022 6:30PM ET

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Semiconductor foundry performance in 2Q22. Thread. Except for Intel, all other foundries grew revenue. TSMC: 36.7% GloFo: 23.0% UMC: 41.6% SMIC: 41.6% Intel: -53.8%

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James Martin Aug 12, 2022 6:30PM ET

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So insight should i then wait to buy when performance tops and stock is sky high

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Insight Aug 12, 2022 6:30PM ET

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When you followed my words carefully over the last months and years, apparently you did not and it means you do not listen. THEN you would know I said if you go for SUSTAINABLE stock performance there is growth here. Only a roller coaster between every ER. The margin boost in Q4 is basically already priced in. Remember the Forward PE for Intel even with partial recovery priced in is still awful, historically low. It will take Intel YEARS to improve this noticeably again. This means if you go for stock performance it makes no sense to invest currently. If you dont care and want to waste 2 investment years (with only taking dividends which are even in discussion to being canceled just like ARC, due to massive negative cash flow - of course this does not mean this has to happen, but this is already bad enuff because it means taking up debt). So if you are good with 3-4 % dividends go ahead, Intels bottom is somewhere around 30-34. So stock performance-wise you cant loose a lot of money anymore, but you can not win anything either apart from dividends the following 2 years. My advise: ONLY short term gaming, to make use of the up and downs (shorts+calls between ERs). But else invest your money rather somewhere else, and come back 2023/Q2-Q3~. And by the way, competition everywhere will now remain forever in this game, it will keep margins in general rather lower. I

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James Martin Aug 12, 2022 6:30PM ET

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Also note that Intel is raising prices in an economic contraction, which means demand is relatively price inelastic. Nividia is also using Intel's factory. Intel will benefit most from chip act. CEO admitted past performance was not good sees trough. Bank deposits negative interest bond negative yielding. There is always risk. But what is alternative keeping uninsured funds over certain amount in bank. Frankly more concerned about my bank failure then intel survival. But i take your points onboard.

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Michael Mantion Aug 12, 2022 6:30PM ET

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I am trying to understand the take away? Are you saying Intel is having a hard time competeing against chinese companies? I am thinking that companies are willing to pay more to avoid disruption. Once intel modernizes with its new FABS it will be able to offer compeditive production. And if they don' then Pat and the rest of the csuite should go.

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mario cruz Aug 12, 2022 2:49PM ET

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irrational move

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James Martin Aug 12, 2022 2:49PM ET

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move will become more rational in 50s 60s and beyond

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San Marina Aug 12, 2022 1:09PM ET

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While all stocks went up by 20-30 percent above their recent lows, this stock still stay at its 5 year low! This reflect loss of faith. Now imagine what will happen to it if market goes into correction.

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James Martin Aug 12, 2022 1:09PM ET

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Have you been under a rock all year bubble popped first half relief rally will gain momentum based on my cycles

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James Martin Aug 12, 2022 1:01AM ET

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With bond yields in negative territory conservative money pension funds are going to be looking for bargain stocks that pay dividends. Companies with solid revenue and long term growth prospects. I see conservative capital flows going into intel as Fed pivot becomes more apparent. Stock buy backs at this bargain price makes sense another bullish case. What is the reason for me to be bearish at this price..

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Boris Borisov Aug 11, 2022 2:35PM ET

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It's about the dividend...It's now at an all-time high, unlike the profit, which is moving in the other direction. A dividend reduction can logically be expected.

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James Martin Aug 11, 2022 2:35PM ET

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Don't agree with your thesis demand for chips will grow exponentially in fourth revolution. You are assuming chips sre like cassette tapes which got displaced by newer technology Chips are wheels of technology complex to make barriers to entry. There is a reason why intel is building fabs spending millions. Temporary disruptions we saw to supply demand due to lockdown is over. We are likely to see demand for chips exponentially increase going forward. Geopolitical uncertainties benefit intel fabs.

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