The common element is that Intel's product road map, of energy efficient microprocessors based on new designs, looks better than Advanced Micro Devices Inc.'s (AMD) roadmap of trying to copy whatever Intel is doing. Moreover, Apple is using only Intel chips in their new Macintoshes. If Apple can gain market share from other PC makers, that will put more of Intel's output into the hands of a "hard" customer that won't use AMD chips, unlike Dell or HP.
I've made the case for investing in Intel in a previous article back in March, and as information about Intel's value potential gets out, the stock should experience a nice lift. This is rare chance for value investors to purchase a semiconductor stock cheaply.
Aside: Did you know that Seeking Alpha now publishes a one-page recap of Jim Cramer's Mad Money TV show, Lightning Round, radio program and Stop Trading?