Seeking Alpha

Kirk Lindstrom's  Instablog

Kirk Lindstrom
Send Message
Kirk Lindstrom has an engineering degree from the University of California, Berkeley. Following 20 years of research and development as a scientist and engineer at Hewlett Packard, Kirk turned his attention to investments where he edits "Kirk Lindstrom's Investment Letter," that... More
My company:
Kirk Lindstrom's Investment Newsletter
My blog:
Kirk's Market Thoughts
My book:
Subscribe to "Kirk Lindstrom's Investment Letter"
  • Jim Cramer Is Bearish On Intel And Why I Bought INTC 4 comments
    Dec 6, 2012 7:47 PM | about stocks: INTC, AAPL

    on Now and then I like to watch Jim Cramer's "Mad Money" show on CNBC to see what direction the wind is blowing. That is, I think Cramer has a very entertaining show, especially if you like shouting and nobody taking the other side of his arguments, but it seems he echoes what is "group think" that tells you "why" a stock is up or down, but does very little for making good, long-term decisions. Sponsors who sell trading strategies love his show as it is easy to sell stocks and advice for stocks that are moving.

    Read the rest of my article at Jim Cramer is Bearish Intel and Why I Bought INTC

    Was yesterday the last chance to buy Intel under $20?

    I didn't mention in in my Seeking Alpha article yesterday, Why Intel is a Great Buy (while at $19.75), but I think Intel will probably build chips for Apple (AAPL) in the near future. By the time that is public knowledge (ie Intel chips showing up in tear-downs of Apple products) the stock will probably be $30 and then Cramer will change his tune.

    More articles by Kirk Lindstrom at

    Disclosure: I am long INTC.

    Themes: Jim Cramer Stocks: INTC, AAPL
Back To Kirk Lindstrom's Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (4)
Track new comments
  • anonymous1111
    , contributor
    Comments (109) | Send Message
     
    When Jim said Intel should have bough ARM when ARM was cheap really showed his ignorance. Intel at that time was in to position politically to buy anything and certainly not ARM Holdings. Antitrust would have been written all over it.
    6 Dec 2012, 07:32 PM Reply Like
  • Kirk Lindstrom
    , contributor
    Comments (644) | Send Message
     
    Author’s reply » That is a REALLY good point! Thanks for posting it.
    6 Dec 2012, 07:45 PM Reply Like
  • Ashraf Eassa
    , contributor
    Comments (9039) | Send Message
     
    Also, Intel doesn't need ARM to take significant parts of the mobile market share. Not one bit.
    6 Dec 2012, 11:00 PM Reply Like
  • anonymous1111
    , contributor
    Comments (109) | Send Message
     
    Hypothetically, Intel could have bought ARM to remove it from the market.
    6 Dec 2012, 11:28 PM Reply Like
Full index of posts »
Latest Followers

StockTalks

More »

Latest Comments


Posts by Themes
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.