Intel is in a great position, right now, in this market. Deep value here. May not be realized in 3-6 months, but by 2025, Intel will be generating $150 billion in revenue at around 52-55% margins. Intel is in a unique position with technology process development and design, and manufacturing. With increased Capex to drastically increase manufacturing capacity, Intel will boom over the next 10-20 years. The manufacturing side of Intel will prove to be the edge against competitors. If you believe we are still in the beginning stages of a massive digitalization, Intel is well positioned to lead in many aspects of technical manufacturing and design.
New CEO is well versed in software and hardware, and is a Intel original. He will prove to be to Intel as valuable as Lisa at AMD$AMD(AMD)$ or Satya at Microsoft.
A very large wildcard is MobileEye and the world’s adoption of autonomous driving. Could prove to be one of the smartest acquisitions of memory. Imagine autonomous cars, semi’s, planes, trains, military vehicles etc.
Unfortunately right now, Intel is in prove it mode by Wall Street, and rightfully so after previous regimes stagnation and lack of innovation.
I do believe Intel has the correct leadership now. Next 5-10 years should be fun holding Intel!$Intel(INTC)$