Seeking Alpha
  • Alan Brochstein
    Seeking Alpha authors have been WAY too bullish on $INTC and $HPQ and $T
    10/13/12
    Reply (9)
    • Ocean Man: 2 of those are in shrinking industries, T is fine and on a 7% pullback.
      10/14/12
    • DAG1996: yes, WAY too bullish. do you think INTC has bottomed yet?
      10/14/12
    • Alan Brochstein: I hope (long in Conservative model). It seems overdone. But, I am not writing the 18th article on how cheap it is!
      10/14/12
    • John R. Conway: Out of all 3 of these names I believe T is the best play on this pullback for long term investors. I agree we have become to bullish on INTC
      10/14/12
    • DAG1996: lol Thanks for showing restraint, Alan. I too am long INTC. I agree the selloff seems overdone, but can't decide if I believe its over yet.
      10/14/12
    • DAG1996: I think INTC will be fine long term so I want to add near a bottom to bring my average down as much as possible since it'll be a rough road.
      10/14/12
    • Alan Brochstein: It seems like their mobile strategy is viewed as sufficient and then insufficient, right now the latter
      10/14/12
    • DAG1996: Maybe we're just seeing a new phenomenon with the most mature tech companies becoming income stocks instead of growth stocks (INTC, not HP).
      10/14/12
    • Amir Houriani: I agree with you Alan. SA authors have been overly optimistic with HP and Dell. They're accepting too much risk even at current valuations
      10/15/12