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Rap Sheet

Author:

Jam ok

Subject:

Off Topic

Date:

04/01/15 at 9:04 PM CDT

 

 

READ: 7

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Sentiment:

Neutral

Reply to:

MSG`#2442,`03/28/15
By LongTerm CapGains

 

Re: Intel in Talks to buy Altera

OT - HB,

Not sure I agree that INTC is overpriced here - might be close to fair value, although 2 things are of concern: Their forward guidance down is obviously concerning, as well as their mobile division spending $1bln while taking in $1mln in revs - it's an old statistic,  but whether that kind of spending ultimately results in a decent footprint in areas where they have no presence has a great deal to do with their future profitability. INTC seems to be AMD's lunch on just about all fronts, but that won't get you a cup of coffee.

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