Wednesday, December 22, 2004

Intel Inside

Once "Intel Inside" was a popular advertising logo for computers makers, like Dell, Compaq and IBM. But things are quite different if you have Intel inside your portfolio.

It has not been doing well as the inventory is getting bigger. Not to mention a series of misteps like losing the 64-bit CPU chip game to AMD, at the moment. The only good news is that AMD is not able to capitalize on this - See Full Story

Tempted to sell Intel away. But Lehman analyst upgrade the stock today and it shot up 2%. He said stronger end-demand trends for the fourth quarter and better visibility into the first quarter.

What did he say again?

Sounds like a SELL to me. :)


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