Yesterday, I wrote "INTEL....INTELligent INTEgration" on my Instablog (seekingalpha.com/instablog/686137-soos-global-capital/90950-intel-intelligent-integration) noting the foresight that Intel management has shown with their recently announced acquisitions of McAfee and WLS.
Already having INTC in my portfolio as a core IT holding, and concerned that yesterday's market euphoria will be fleeting (see my post "Caution, Dr. Smith, Caution" from yesterday seekingalpha.com/instablog/686137-soos-global-capital/91090-caution-dr-smith-caution-recap-reflections-on-september-1-2010, I'm exercising caution on buying more and hope to add to my position at sub $18, but anything in the $18ish level, for longer term portfolios, looks appealing to me.
(Again, each investor has to weigh the relative risks and merits against his/her own financial profile, but I'm expressing my sentiment from the perspective of my globally allocated and diversified portfolio).
As always, please read IMPORTANT DISCLOSURE INFORMATION by hitting the following link to the "Soos Global Capital's Company" section of the Profile page seekingalpha.com/user/686137/profile .
Disclosure: LONG and wanting to get longer: INTC