I've just written a valuation for Intel myself, highlighting a few of the factors you mention here like free cash flow and financial engineering, but I'm actually reasonably bullish on them - I think they are a risky play but are reasonably priced for the risk they pose to investors. I'd be interested in your thoughts on my article, if you can find the time to read through? Thank you!
I've just written a valuation for Intel myself, highlighting a few of the factors you mention here like free cash flow and financial engineering, but I'm actually reasonably bullish on them - I think they are a risky play but are reasonably priced for the risk they pose to investors. I'd be interested in your thoughts on my article, if you can find the time to read through? Thank you!
Obviously I have the benefit of writing my article with a year's more hindsight!