Intel looks severely undervalued compared to every other chipmaker… until you look at how completely behind they are… and then you realize that their value is mostly geopolitical. I can make a case for investing in them based on their relationship with US gov alone but even then it looks like it will be years before Intel has chips that can compete.
because its business is dying. it's cheap for a reason
If they have any luck as a foundry service, it might end up being for the better that their consumer chip business dries up. Why buy ARM licenses when you can make ARM licensees pay you instead?
I’m not sure they go away entirely. There’s a lot of value in the brand a leadership change could turn it around.
Optimistic to think that the current price is cheap.