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Started By
Message
Is Intel dead money?
Posted on 2/9/23 at 5:31 pm
Posted on 2/9/23 at 5:31 pm
Are they going out of business?
Is the dividend safe?
I saw the insiders are buying so I’m intrigued.
Is the dividend safe?
I saw the insiders are buying so I’m intrigued.
7
Posted on 2/9/23 at 5:57 pm to makersmark1
It’s the ATT of the chip world.
Posted on 2/9/23 at 6:00 pm to slackster
Is it still dead money is probably the better question. It’s absolutely been dead money over the last 23 years.
ETA- as in an investor 23 years ago, who has reinvested dividends, would have less money today than when they started.
ETA- as in an investor 23 years ago, who has reinvested dividends, would have less money today than when they started.
This post was edited on 2/9/23 at 7:40 pm
Posted on 2/9/23 at 6:07 pm to slackster
quote:
It’s the ATT of the chip world.
Very good analogy.
Another poster was talking it up a few months back because of the CHIPS Act and onshoring of production. And while that’s all well and good, their primary issues are more to do with their products, not where they’re produced. And tax breaks can’t fix that issue either.
I don’t follow NVDA that closely, but when AMD was in the 50-60 range a little while back, that was a Black Friday price range.
Disclaimer: AMD has been good to me over the years. I don’t recall that I’ve ever been long INTC, other than maybe some options plays.
Posted on 2/9/23 at 6:32 pm to makersmark1
Cyclical business that pays a decent yield. I think with governments around the world paying for their foundry business, they will be in a strong position to drive profits. However it won't happen over night. So probably nothing exciting in the near term.
I don't think there is any chance they go bankrupt. Too important to national security.
Don't think many on this board agrees with me though
I don't think there is any chance they go bankrupt. Too important to national security.
Don't think many on this board agrees with me though
Posted on 2/9/23 at 6:58 pm to makersmark1
I would not want to buy a stock competing with NVDA and AMD over the next five years. Intel’s last quarter was as bad as it gets. That continues to be a theme with Intel, though.
Posted on 2/9/23 at 7:00 pm to go ta hell ole miss
Nvidia and AMD are not truly direct competitors. They do not produce their own chips. TSMC will ultimately decide their pricing until someone catches them
Posted on 2/9/23 at 7:04 pm to makersmark1
I’m a buyer, when China invades Taiwan later this decade it should pop significantly.
Posted on 2/9/23 at 7:38 pm to UltimaParadox
quote:
Nvidia and AMD are not truly direct competitors. They do not produce their own chips. TSMC will ultimately decide their pricing until someone catches them
Intel designs subpar chips compared to AMD and NVDA, and their fab is subpar compared to TSMC. It’s the worst of both worlds.
Posted on 2/9/23 at 8:17 pm to Beerinthepocket
quote:
I’m a buyer, when China invades Taiwan later this decade it should pop significantly.
I think you might want to zoom out and consider the big picture if that happens.
This post was edited on 2/9/23 at 8:18 pm
Posted on 2/9/23 at 8:22 pm to Jag_Warrior
While we’re on this chip topic, I think ASML is by far the most attractive play here. You literally cannot make a high end chip without their EUV machines.
Posted on 2/9/23 at 8:25 pm to slackster
quote:
Intel designs subpar chips compared to AMD and NVDA, and their fab is subpar compared to TSMC. It’s the worst of both worlds.
and doesn't have anything in the pipeline to change this
Posted on 2/9/23 at 8:35 pm to makersmark1
They are the dinosaur of the chip sector. AMD and others have been lapping them for years.
Posted on 2/9/23 at 9:32 pm to slackster
quote:
It’s the ATT of the chip world.
I was going to do a little analysis, but this really says it better and more elegantly than I would/could have.
Posted on 2/10/23 at 8:49 am to Ace Midnight
quote:
I was going to do a little analysis, but this really says it better and more elegantly than I would/could have.
I do not mind the ATT analogy, except they did not take on the massive debt that ATT piled on to buy other businesses that they later sold at a lost. HBO and DTV.
Posted on 2/10/23 at 9:01 am to UltimaParadox
quote:
do not mind the ATT analogy, except they did not take on the massive debt that ATT piled on to buy other businesses that they later sold at a lost. HBO and DTV.
Yeah they got there in different ways. They’ve squandered a lot of capital, it just wasn’t on a massive purchase.
Posted on 2/10/23 at 9:06 am to slackster
ATT sitting on 130B of debt, after selling off the pieces down from 180B. Debt to Equity ratio of 1.395
Intel is only at 38B, with a debt to equity ratio of 0.41
They are not really comparable on what they have borrowed
Intel is only at 38B, with a debt to equity ratio of 0.41
They are not really comparable on what they have borrowed
Posted on 2/10/23 at 9:26 am to UltimaParadox
quote:
They are not really comparable on what they have borrowed
No, they’re not, and I’m not trying to imply they are.
My point is that they’ve been poor stewards of capital all the same. Intel is in much better shape from a balance sheet standpoint - no argument there - but they took a massive head start and money and let two nobodies in NVDA and AMD usurp them.
All that being said, both INTC and T can be a good buy at the right price. They’re both reasonably cheap right now.
Posted on 2/10/23 at 10:27 am to slackster
quote:
My point is that they’ve been poor stewards of capital all the same
That is fair assessment. While I disagree their push into expanding their foundry business is a bad investment. I guess we will only find out with time.
Posted on 2/10/23 at 11:58 am to makersmark1
quote:
Is the dividend safe?
That is a good question since Intel pays a healthy dividend where AMD pays nothing and Nvidia pays next to nothing. The later two might be plowing the money back into the business instead of passing it on to shareholders, fueling growth.
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