我也买了intel, 21.09# Stock
s*e
1 楼
fundamental very strong.
cash flow is like 20bn, doubled from a few years ago. capx is increasing but
is kept at half of ocf.
competitor wont ever catch up.
consumer use tablet now, but corporation still keep buying more powerful
machines that handle ever increasing data and calculation.
i used to work at intc. it is a big company with a lot of waste. but there
is a huge moat around their cpu business.
some argue goog is better than intc because goog spend money on all these
new projects. that's the wrong thing to do. intc is spending the money on
only one thing, just like coke. it's exactly the right thing to do.
they also spend mney on other stuffs, but much smaller amount.
cash flow is like 20bn, doubled from a few years ago. capx is increasing but
is kept at half of ocf.
competitor wont ever catch up.
consumer use tablet now, but corporation still keep buying more powerful
machines that handle ever increasing data and calculation.
i used to work at intc. it is a big company with a lot of waste. but there
is a huge moat around their cpu business.
some argue goog is better than intc because goog spend money on all these
new projects. that's the wrong thing to do. intc is spending the money on
only one thing, just like coke. it's exactly the right thing to do.
they also spend mney on other stuffs, but much smaller amount.
