Seeking Alpha
  • Ashraf Eassa
    $ARMH is not as bearish on $INTC as the media is. It is a shame that $ARMH is so overpriced, otherwise I would own it.
    12/22/12
    Reply (8)
    • Sal Marvasti: which is why they wont be cheap. everyone wants them and there are only so many shares to go around. Remember the technical vs the fund...
      12/23/12
    • Ashraf Eassa: I would buy $ARMH if I could get it at a good enough yield. It is the kind of stock where payout ratio needs to be high @ >3% divy.
      12/23/12
    • Sal Marvasti: lol, its publicly traded, so like amazon, it is a simple case of supply vs demand.
      12/23/12
    • Sal Marvasti: Fundamentals do not apply, until all phones run Intel inside :)
      12/23/12
    • Ashraf Eassa: Mostly agree with you. However, I don't think all phones need to have $INTC inside for the house of cards to come down, just some :-)
      12/23/12
    • Ashraf Eassa: Eventually, I think mobile chips will be dominated by Intel, even if it only adds a few billion to revenues.
      12/23/12
    • Sal Marvasti: that why i would not short them. Shorting someone like Nvidia at $13.70 is more reasonable, as they have less demand for their shares.
      12/23/12
    • Sal Marvasti: don't short momentum stocks where demand is greater than supply.
      12/23/12