Intel as a longterm investment

Thoughts on Intel as a longterm investment?

How Intel plans to catch Samsung and TSMC and regain its dominance in the chip market


https://www.cnbc.com/amp/2021/11/06...-with-44-billion-of-new-global-chip-fabs.html

 

Intel, the Empty-Announcements-Company again... Announcing & promising much, delivering nothing.
The CEO is just a PR guy with his such endless unrealistic & hollow announcements. Must be desperation

 

Depends what you want out of a long term investment.

How long is long term and what do you expect to get for your money in that time?

 

In this market, investors do not want to wait for long-term. If company management can't deliver what they promised, stock goes to the dump.

Look at Snap.... Robinhood.

 

Intel management sucks. They fell asleep at the wheel and are now trying to catch up. Corporate turn arounds are hard

 

I know the question is of the long term prospects, but $SOX moved off Oct lows to Fri's high 19.72% - while INTC moved 7.75%.

Market has certainly spoken about current/short term prospects.

 

AMD in the same time frame (ie. Oct low to current spot) moved up about 36%.
Ergo: INTC is a clear underperformer, ie. a loser

 

Yes, corporate turn arounds are often very hard and sometimes not even possible.

 

It is highly questionable if chip manufacturing can be profitable in the US because of our labor costs. This could be a weight around necks. By the time they get the fabs up and running, we could have a glut from over capacity.

Additionally, the stock is in the dumps which means they will have to load up on debt.

Overall, very risky. Semiconductors is hot and if the market turns, Intel will be sold the hardest. Now if SMH sells off, we may have a great deep value play.