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B*********e
发帖数: 909 | 1 bought both intc and hpq recently.
both had / having M&A activities.
but felt that for intc, it is win-win situation (either MFE or infineon
wireless).
however, for hpq, it is loss-loss situation (for dell and hpq). big win for
vc guys / affiliated people of 3par.
打算扔掉HPQ，hold intc,
热盼大牛指点米军 | p****a
发帖数: 4829 | 2 either one is not as good as CSCO, MSFT，GOOG and AAPL.
Between them, HPQ may be more reliable because INTC's business is too 单
一。
for
【在 B*********e 的大作中提到】
: bought both intc and hpq recently.
: both had / having M&A activities.
: but felt that for intc, it is win-win situation (either MFE or infineon
: wireless).
: however, for hpq, it is loss-loss situation (for dell and hpq). big win for
: vc guys / affiliated people of 3par.
: 打算扔掉HPQ，hold intc,
: 热盼大牛指点米军
| B*********e
发帖数: 909 | 3 many thanks!
偶脚着INTC 不是因为产品单一的主要原因，
主要原因是因为芯片快小不下去啦
Moore's law is hitting a brick wall sooner or later
INTC is proactively deversify its business into software and aggressively
expanding its wireless, although the acquisation of infineon wireless
revealed that its wireless development was not very successful...
just my 2cent.
【在 p****a 的大作中提到】
: either one is not as good as CSCO, MSFT，GOOG and AAPL.
: Between them, HPQ may be more reliable because INTC's business is too 单
: 一。
:
: for
| D******9
发帖数: 2665 | 4 bought both in last week, but still under water although close to the
surface | w*****u
发帖数: 4768 | | l******n
发帖数: 507 | 6 it's in the down trend channel. if the 2009 July gap was filled, it would
look bad. | D******9
发帖数: 2665 | 7 bought both in last week, but still under water although close to the
surface | w*****u
发帖数: 4768 | 8 diversity is important to INTC. AMD still cannot beat INTC recently.
But if INTC can do a good job in cpu for smart phone, it can become even
better. | l******n
发帖数: 507 | 9 so how long are you going to hold it?
【在 w*****u 的大作中提到】
: diversity is important to INTC. AMD still cannot beat INTC recently.
: But if INTC can do a good job in cpu for smart phone, it can become even
: better.
| r*m
发帖数: 16380 | 10 intc是垄断，这个HP没法比。一定要二选一，我肯定选INTC。当然我是说长期，短期起
伏天知道。 | w*****u
发帖数: 4768 | 11 10% growth enough to me....
bought it at 18.0X |
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