Intel (Nasdaq:INTC) announcing within hours. Before you get caught up in nervous pre-announcement trading remember this fundamental “Bear Case Scenario” The PC industry has slowed from the intoxicating rates of the 1990s. Intel’s strategic opportunities to expand are limited. Intel does have huge cash resources which must be eventually deployed. The new Intel will not be the olde Intel. New Risks will need new thinking.
George Gutowski writes from a Caveat Emptor Perspective.