$10,000 of Intel bought 25 years ago is worth $10,000 today.
- Thread starter soAsian
- Start date
hist78
Well-known member
When adjusted for inflation, the figure isn’t very pretty. $10,000 in September 2000 has the same purchasing power as about $18,651 in August 2025.
CPI Inflation Calculator
www.bls.gov
hist78
Well-known member
From 2000 to Q1 2021, Intel spent billions each year on stock repurchase programs to boost its share price, totaling $133.86 billion over that period. However, the actual stock performance turned out to be very poor for long term Intel investors.
siliconbruh999
Well-known member
Suprise Pikachu face when You do more Stock Buy back than to maintain your competitive edge.
MKWVentures
Moderator
the stock was a good investment until Q1 2021. Then what happened??? Oh ya, now I remember.
LBT will fix the 4 year nightmare by 2027
siliconbruh999
Well-known member
The Stock was not a good investment period during Intel's lazy days
During that time, semi was not in focus.
siliconbruh999
Well-known member
Well the only reason semi was in focus is due to Covid.
Did they really continue buying back their own shares for such a long period of time?
hist78
Well-known member
Yes, from 2000 to Q1 2021, Intel spent billions each year on share buybacks, totaling $133.86 billion.
After Q1 2021, Intel stopped repurchasing shares because it ran out of cash.
Exactly the stuff one would expect from WallStreetBets. Microsoft was a dead investment for ~16 years if you choose the DOT com bubble peak as your starting point to invest $10,000. Once this AI infrastructure buildout is over, we may find Nvidia chart looking like this for 15+ years after 20 years.
In 2022-2023 time frame. Meta & Amazon stock were depressed a lot because those firms were spending unusually too much capex (Meta was investing in building out their AI recommendation system to circumvent Apple privacy measures - though average people thought they were spending too much on stupid thing like Metaverse - people who don't read earnings report or 10K or 10Q & Amazon was building lot of warehouses & datacenters). So Free Cash flow (FCF charts below) of these firms were depressed unusually to low values & stocks sold off. Analysts downgraded the stocks, said business are getting non profitable blah blah. People who didn't listen to these analysts bought this opportunity and made a ton of money. People who understood Capex spent today = future growth. The analysts however sounded very Intelligent when these stocks sold off though
.Intel 3 looking to be paying off already with DC segment margins improving as Granite Rapids & Sierra Forrest ramping. Industry followers are claiming "Xeon 6 is the best Xeon out of Intel in the last 10 years". 5N4Y investments will payoff starting 2026 when Panther Lake comes out. Intel has been saying that & still does. Foundry efforts will payoff in 5+ years (an optimistic take would be say even before that).
Could he do that without the increased investments during those "4 year nightmare"? imo, only in a couple of scenario the last 4 years of Intel (that was stuck in 10nm) would have turned out better starting in 2021. One is Intel decides to spin off foundry & go entirely fabless relying mostly on TSMC in 2021. In 2021, an Intel CEO looks at all the supply chain chaos during COVID and decides relying more on TSMC in Taiwan is the good approach,
. The second one is an Intel CEO who looks at the <$10B TAM of AI compute in 2021 and decides to pivot from CPUs to GPUs in 2021 (& outgun Nvidia who has been doing this for a decade even at that point).
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Sorry this is not true. Intel intentionally stopped buybacks to invest more into their own business. This was a conscious decision when their revenues were peak in 2021.