I’m in the same boat. The only thing that worries me are reports about a dysfunctional engineering culture here on Hacker News. I’ve seen big companies succumb to this and never recover. Any thoughts on this aspect / risk?
I agree. These red flags have been at Intel for 15 years. It's why I shorted them a few times.
Basically their chips don't suck, they're still selling them in large volumes, they still own the market, amd has had supply issues ... Intel is not in the same places that Sun, DEC, and Yahoo were.
Intel is 78% of the market, AMD is 13% but AMD has a marketcap of over 3x on Intel?! Hrmm. Sounds like some correction is going to happen soon and it's probably with the one trading at $19.
I know they bombed on mobile, but so did Microsoft. I know RISC V, loongson and ARM are vying for marketshare, but various architectures to unseat Intel's dominance have come and gone for 40 years.
Seeing a 3x return on intc in the next 24 months is fiscally more possible than it is for securities like the $3TB market capped NVIDIA. But yes, crystal balls are impossible and my name is not Warren Buffet.
