Myriad wrote:At under $40, it

[Coronita]

[quote=Myriad]At under $40, it would be worth holding on to INTC through 2020.
It’ll be at <9 P/E, if you take a safety factor of 10%, it's still under 10.
And you'll be getting a 3% dividend.
Seems rather safe to park money there compared to other companies.

AMD is sitting at 30+ forward P/E.[/quote]

Did you read this?

https://semiaccurate.com/2019/06/05/a-look-at-intels-ice-lake-and-sunny-cove/

If any shred is true, Intel is in serious trouble with 10nm...

10nm slower than 14nm, and even with an 18% IPC gain, 10nm that's not going to be that great...

Semiaccurate was pretty dead on about the server fiasco and 14nm shortage...

And if the leak from china is true, it's pretty telling.. Blue dot is ice lake 10nm... Red dot is 14nm.