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AMD Continues to Eat Intel’s Lunch


I just saw the news about Dell beginning to use AMD processors. It reminded me of the post I made back in October 2005 about an AMD/Intel pairs trade. Someone asked me about (gasp!) shorting AMD and going long INTC. I said I’d reverse that. Some Intel bulls chimed in talking about how Intel was historically cheap, etc. Case in point:

in the 15 yrs that I’ve been following Intel, any time it trades at a sub-20 PE, you can make money off the stock over a 6 to 12 month time frame. Intel now trades less than 19 times earnings.

The stock now sits at the bottom …

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Is Intel (INTC) Broken?


Here are three charts to go with the differing views on Intel expressed in our Sunday morning debate over whether the stock is broken or not:

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An AMD/Intel Pairs Trade?


Long Intel and Short AMD? Not for me, I’ll take the other side(s) of that trade.


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