Seeking Alpha
  • Ashraf Eassa
    $INTC spends more in R&D than $QCOM, $ARMH, $NVDA, $TSM...combined.
    2/5/13
    Reply (11)
    • weed: Is that good? Seems like they have to spend a lot just to stay even.
      2/5/13
    • Ashraf Eassa: Stay even with whom, and in what?
      2/5/13
    • Rob Tanner: And they don't get paid for it.
      2/5/13
    • weed: I haven't looked in depth as you have, but they sure look like a cyclical stock with high R&D expenses...
      2/5/13
    • weed: I've owned a little for longer than I can remember, and it's basically the same price.
      2/5/13
    • Ashraf Eassa: Rob -- How about $11B+/yr in net income.
      2/5/13
    • yblarrr: Can we say the same about their income or stock prices. Didn't think so.
      2/5/13
    • weed: BTW, Ashraf, my comments are intended respectfully, I read and learn from your articles. Thanks.
      2/5/13
    • Ashraf Eassa: weed - Oh, I know! Just not a lot of room in the comments here for me to project that :)
      2/5/13
    • tuliptown: like csco, you need to divorce the stock performance from the company performance. I think Chuck's fast graphs do this so well.
      2/9/13
    • tuliptown: intc the company has been doing well. same for CSCO. Their stocks have been under performing. There is difference
      2/9/13