The more of their new CEO I see the more I like intel.

$Apple (AAPL.US)$ $Intel (INTC.US)$ He reminds me a little of Bill Gates but a little more fun.

I also like the plan for the next 5 years. They have a terrific balance sheet and while down a little right now they certainly aren't out. If they'd have persisted Bob Swan for 2 or 3 more years I think they'd be going down the road of IBM but with Pat i think they have brought in the right guy at the right time.

All buys are speculative of course but I'm buying at these levels and i'm totally happy to sit on the dividend income until things turn around... which of course is no guarantee but even if they do we are probably talking 2-3 years here at the earliest.

I also think mobileye is their ace in the hole. There are companies that are 5x behind mobileye with their technology and have marketcaps in the 15-20b dollar range in this crazy market. So the fact you get the thrown in as a freebie with intel just makes it a no brainer - for me at least.