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Rap Sheet

Author:

Jam ok

Subject:

Off Topic

Date:

10/09/15 at 2:46 PM CDT

 

 

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RPLY: 1

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Sentiment:

Neutral

OT - INTC

<p><p>Pretty good article at Investopedia yesterday (the 8th) on how INFN's metro offerings brings them into a market with great growth opportunities (yes,I'm mindful of lt cap's caveat about much tougher competition in that area). Cited S and P Capital's projection that INFN will have 18.75% annual growth over the next 3-5 years. You wouldn't think that from today's price action (I do have a limit order set at $19.01. Probably won't get there today. Possibly next week - or not.</p> <p>The funny thing about S and P Capital IQ, which seems to have wide ranging respect, is that a month or so ago some high level exec was on Nightly Business report touting INTC as a great company to buy. He was apparently completely unaware that INTC is having real trouble with their die shrink, delaying chips that were supposed to be out this year until a good ways out in 2016, and this has erased one of their main advantages over other foundaries. I still like INTC (at cheaper prices, though). But it always stuns me when some 'respected analyst' (this wasn't their mail office boy) being oblivious to easily found issues with a company.  I guess that's better than the analyst who came on a couple of weeks later and touted INTC because "everyone needs a computer, and INTC makes chips that go into computers". Proof the a kindergarner could potentially be a stock analyst?</p></p>

Also, saw an article yesterday that cited continued serious downward demand for pcs. But cited share gains for HP, Lenovo, and....can't recall the 3rd one - perhaps Apple?

 

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