For another perspective I'd encourage you to read Dana Blankenhorn's article, which sheds light on some other considerations. This is one of those critical moments in the corporate history of Intel. The company has made it clear that it has a strategy and a clear vision for how it can begin to capture at least a part of the mobile market. The question isn't whether it has the skill sets and capabilities needed to eventually succeed. The question is has INTC waited too long to get into this technologically essential "race" and can it win if it started the race with only one running shoe on? Meantime, the fundamentals look good for INTC and its current dividend yield-to-price of 3.55%. That represents a rather high payout ratio approaching 50%. It may be prudent if you're waiting to buy or add to your position to let this "runner" cool off a bit before the stock is ready to sprint much higher. At the time of publication the author was long AAPL. Follow @m8a2r1 This article was written by an independent contributor, separate from TheStreet's regular news coverage.