Intel has a history of big plays, I'll be taking a punt on them, just as soon as this slow growth and missed earnings errode their stock price over the next couple years.
I don't think you'll get a couple of years to buy in. There seems to be a lot of noise in the triangular thought bubble between Chinese fab, Taiwanese independence, and semiconductor shortages. Big developments on any of those fronts may force the US government to step in and do something more substantial than giving tax incentives to buy lithography scanners.
totalZero|4 years ago