INTC stock gets whacked thrice per quarter
Observation and projection for INTC
1) first INTC reports bad results, whack #1
2) then AMD reports share gains, whacked again
3) then DELL reports bad results the next month, whacked yet again
Observation and projection for DELL
I smell something cooked in Jim Schneider's testimony.
DELL's price/book is at 17.5 right now, much higher than GOOG's price/book of 11.5.
At the current rate of decline, DELL's stock holder equity will become 0 in 18 months -- Enron time.
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