Intel Upgrade: Made In America, Slowly

Summary:

• A new CEO could bring fresh leadership, potentially revitalizing the company’s strategy and improving operational efficiency.
• The company’s current challenges include stagnating growth and declining market share.
• The new CEO needs to be a better marshal of resources and get the FABs done as quickly as possible.
• The speculative buy rating is based on a historically low price to book ratio and underperforming assets that have not yet reached entrance into useful life.

A new CEO could be a relief

The last time I covered Intel Corporation (NASDAQ:INTC), I had just exited the position and taken some tax losses.

The gigantic strain of building out the US semi-FAB network was expending a lot

Analyst’s Disclosure: I/we have a beneficial long position in the shares of INTC, QCOM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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