Seeking Alpha
  • SA Editor Samir Patel
    Finished my take-no-prisoners analysis of $INTC. Read it here: http://seekingalpha.com/p/rkwh
    11/20/12
    Reply (18)
    • REIT: software is not catching up with hardware, replacing a PC is taking longer, many people dont use PC for productivity, serfing the net only
      11/20/12
    • REIT: future will remain difficult for the PC as there might be a shift to internet TV, add more powerful tablets+ smart phones
      11/20/12
    • SA Editor Samir Patel: I addressed those issues in my writeup.
      11/20/12
    • Energysystems: Good writeup Samir. Worth the read.
      11/20/12
    • REIT: replacing product cycle is too long to be profitable for any company specially with all competition from other products, prices cant go up
      11/20/12
    • REIT: another issue is how far Chinese competitors from catching up with Intel technology, can they can produce similar products in coming years ?
      11/20/12
    • REIT: "1.6B computers in use", so how long will it take to replace all with new products from Intel many people i know still using >6yr old pc
      11/20/12
    • REIT: As a product i always build a new PC (every 3 years) using AMD, More than satisfied with price and product performance so why pay more?
      11/20/12
    • smokeyRose: which gives better preformance? i use intel is used AMD in the old Days and yes they were good.
      11/20/12
    • SA Editor Samir Patel: REIT, interesting points. regarding replacement, that is certainly something that is/has occurred, but it's already been occurring due
      11/20/12
    • SA Editor Samir Patel: to the bad macro and I'm expecting a springboard in IT spend when some of the major issues get resolved. Further, growth in EMEA should
      11/20/12
    • SA Editor Samir Patel: offset flatlining sales in developed markets. Regarding "Chinese competitors," not sure who you're referring to but read the article -
      11/20/12
    • SA Editor Samir Patel: Intel's technological lead over everyone else is massive
      11/20/12
    • REIT: I agree now they have a lead over others but will this continue in the future or Chinese are closing,AMD phenom II X6 1090T more than enough
      11/20/12
    • Gabu: Enjoyed reading it and cracking the myths :-) In-depth analysis. I am long at $25. But I don't have money now to buy more.
      11/20/12
    • REIT: even if INTC a tech leader now, with issues that may clear in the future the overall market is not in the right phase for such investment
      11/20/12
    • REIT: since making money on INTC will probably take time years,we in 4th year of this cycle close to top,worth waiting for over all market cycle
      11/20/12
    • SA Editor Samir Patel: Energysystems, Gabu - thanks =) It took me a lot of time to put it together, but I think it was worth it
      11/20/12