Thursday, July 18, 2013

Wall Street is infamously myopic with companies and stocks, and that obsession about the next quarter seems even sillier in the case of a stock like Intel (Nasdaq: INTC). The real question investors need to ask themselves is not whether Intel can beat third quarter estimates, but rather if the company can really gain meaningful share in the mobile market and/or whether the company's manufacturing and technological capabilities will translate into meaningful market share and cash flow. I do expect Intel to “stay in the game” as it were, but I don't see a particularly compelling case for owning the stock.

Read more here:
http://www.investopedia.com/stock-analysis/071813/concerns-about-nearterm-results-only-appetizer-intel-intc-qcom-amd-armh.aspx

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