Tuesday, April 9, 2013

WINTEL surged today, now what?

WINTEL (Window + Intel or Microsoft and Intel) surged today 4/9/2013. See below,

Ticker Price Today's %change Week to date %change Month to date %change Quarter to date %change Year to date %change One year %change
Date 4/9/2013 4/9/2013 4/5/2013 ######## ######## ######## 4/9/2012
DIA 146.51 0.38% 1% 1% 1% 12% 13%
MSFT $29.61 3.57% 3% 3% 3% 11% -5%
INTC $21.75 3.13% 4% 1% 1% 5% -22%


MSFT surged 3.57% to $29.61 a share, while Intel trailed a little bit. This surge is extremely amazing in the post-PC era where WINTEL are generally viewed as underdogs. Mobil is the key growth area. The only thing I can think of Warren Buffett is buying WINTEL. He once owned INTC but sold all his INTC. He never owned MSFT though. A recent Bloomberg suggested that he is looking at fallen Suntech.

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