Breaking Insights And Company Coverage That Guides Investment Ideas

Intel Fair Value Estimate Remains Steady Despite…

Intel Fair Value Estimate Remains Steady Despite…

We intend to maintain our $21 (C$28.40) fair value estimate for no-moat Intel INTC and $180 (C$243.41) for narrow-moat Qualcomm QCOM following The Wall Street Journal’s report on Sept. 20 that Qualcomm “made a takeover approach to rival Intel in recent days.” No deal price was discussed in the report, and we agree with the Journals assessment that there would […]

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