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NASDAQ:INTC

Intel (INTC)

134.19
+0.20 (0.15%)
as of Jun 18, 2026, 11:59:35 pm Market Open.
333 watching
0
COMMENT
A fabulous company with brilliant engineers. In a very competitive market. There are all kinds of interesting technological developments in the chip industry. You might have to be patient. With an 18-24 time horizon, it might be good time to buy. 2007 could be rocky.
DON'T BUY
NASDAQ stocks in general look very dangerous here. Tech stocks went up too far. You are entering a new PC cycle, but sales are nowhere near where expected.
PAST TOP PICK
(A Top Pick July 10/06. Up 5.4%.) Still likes. Expects a lot more upside.
DON'T BUY
There is a problem with the PC cycle, which is dependent on new operating systems. Microsoft (MSFT-Q) has come out with a new when that is not exactly flying off the shelves.
TOP PICK
Had a nice fall and is perfectly mispriced. The model price is $25.23, a 32% positive differential. He is 31% overweight in Technology.
BUY
Came close to buying the stock this month, but got edged out for better value elsewhere. His model price is $24.90. A 19% positive differential.
BUY
His model price is $25.21. A 20% positive differential.
HOLD
Missed their numbers and will give new guidance.
TOP PICK
(A Top Pick July 10/06. Up 15.7%.) 2004 was a bad year for them and they had to really retrench. Sold off one business and got back to their core. Demand is much higher than people are anticipating. More than 50% of their revenue is from outside the US.,
BUY
On a gradual uptrend. Not a bad entry point. Technology has been very strong.
DON'T BUY
Battling with AMD in terms of prices, etc. Has 80% market share, so it's tough to see them gaining more market share.
TOP PICK
Feels the worst of AMD threat is over. They have really had to retrench. 2004 was the dog year for them. Have bottomed.
DON'T BUY
Low man on the totem pole. Supply chain. All the semi-conductors are getting killed right now from the standpoint that they’ve built up their inventory, increased production and now have nobody to sell to.
BUY ON WEAKNESS
A foundational business to the whole technology industry and chip market. If you can buy below $20 and are in for the long haul, it would be hard not to make money on this.
TOP PICK
Prefers this over Advanced Micro Devices (AMD-Q). They had a terrible 2004 while AMD had an exceptional 2004. This is the time you need to look at this. A tremendous bargain at this price.
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