March 18, 2012
No name is more synonymous with the semiconductor industry than Intel (Nasdaq: INTC ) . The company dominates many key aspects of this now-critical area of business. However, there's news that the tech titan may be moving into a new line of business -- the cable industry. And while Intel has a long history of executing masterfully on its products, Andrew thinks this move would extend way past Intel's core competencies.
Going into 2012, Intel still enjoyed its perch atop the semi space, but it still has questions to answer. The company has yet to develop a meaningful presence in the burgeoning mobile-chipset space, where ARM Holdings' (Nasdaq: ARMH ) architecture chips are firmly entrenched. The company hopes to address this situation with its upcoming set of Medfield chips, but surmounting ARM's massive lead will be a tall order for Intel. Listen in to hear about Intel and find out whether it still looks like an attractive buy, despite some recent headwinds.