Industry Expert Blogs

It is hard not to be impressed by Intel’s stunning financial performance since the 2008 downturn. They are on track to post revenue of $55B this year or 50% higher than 2008 while nVidia and AMD will be flat to less than 10% better. More significantly, earnings will be 3X that of 2008. More significantly, in the past 12 months they have funded a $10.5B CapEx budget, bought back $10B in stock and distributed roughly $4B in dividends. As for the stock: it is right around where it was September 1, 2008.

Click here to read more ...