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  • The PC Is Not Dead; Therefore Intel Is a Buy

    Published: October 15, 2012

    INTCARMHAMDQCOMTXN

    Since there are nearly 7B people on the planet, there is still room for growth. If there were only one PC in every household, the installed base would be somewhere in the 2-3B range, a 30%-100% increase over the very long term. If Intel is able to continue selling chips for ~$200 per unit at 30% ...

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  • Despite Setbacks in Mobile, Intel Is Undervalued

    Published: June 26, 2012

    INTCINTCARMHAMDHPQDELL

    Intel’s stock price does not reflect PC growth in emerging markets, cloud computing, and corporate spending on data-center infrastructure, including storage, networks and servers. Intel is rightly getting very little credit for their move in to mobile but this is also discounting any major move w...

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