Intel has something Apple doesn't

This market is driven by momentum, something Apple just lost and Intel just gained.

By Jim Cramer Oct 19, 2011 8:59AM

the streetBetween Intel (INTC) and Apple (AAPL) right now, with Intel up big and Apple down, I would rather take Intel.

 

I think people are going to be very worried about how there's nothing out there looming that could be positive in the out years for Apple.

 

But Intel? It's so cheap, who cares?

 

Which one, however, is really cheap? In reality, after you back out Apple's cash, it trades at pretty much the same price-to-earnings multiple, even though Apple's growth rate is much, much higher than Intel's.

 

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We have, however, a momentum-driven market. And Apple just lost momentum, while Intel just gained it. I think Intel could pick up buy recommendation after buy recommendation after buy recommendation.

 

But nothing like that is coming for Apple.

 

So Apple, amazingly, has become a "show me" stock.

And Intel, after all of these years in the wilderness, has now shown me. It's a true role reversal that explains, quintessentially, how hard this market really is to navigate.

 

At the time of publication, Cramer owned AAPL.

 

jim cramer

Jim Cramer is a co-founder of TheStreet and contributes daily market commentary to the financial news network's sites. Follow his trades for his charitable trust.

9Comments
Oct 19, 2011 10:23AM
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I've been very happy with Intel.  Got in @ 20.42 (for a 4.11% yield) and have watched it gain nearly $4 a share since.  Can't complain about that...
Oct 19, 2011 10:57AM
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bought bac when shyster  dissed it  and made more than 10% in 2 days

which is better than" losing less" with shyster's "high yielders"

 

his latest "rigor" says buy tech and short financials so i missed when buying bac, i should have been also shorting apple

 

i can no longer watch cnbc in the morning even with the mute button..........it's

pukingly disgusting that this crook has replaced mark haines with his

chatterbox crap

Oct 19, 2011 11:46AM
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Smile Sell half your Apple and split proceeds between Intel and Microsoft so you can sleep at night. The PC's Dead is a bunch of BS. The PC's Mobile is a much better cliche.
Oct 19, 2011 11:39AM
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support bringing home EVERY troop and use them for their intended purpose of

defending america at it's borders and not 1 inch further unless attack

 

and if attacked ,quickly dispatch the enemy then return to the borders

 

it amazes me how non-veterans spout off about our troops and how crappy

these same people treat our vets.....i served in the 60's and haven't EVER gotten so much as a thank you......but i have heard many times how somebody SUCCEEDED without

any handouts and by their own hard work.........................yeah.......​on our service

 

 

Oct 19, 2011 12:58PM
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socialist 1- THANKYOU-Support all our Troops-past and present
Oct 19, 2011 11:21AM
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Listening to political hacks and shills at cnbc is like watching the 'debate' last night. In this great country of ours how do we end up with clowns like perry,bachman,kiernan,sorkin and cabrerra? Dump them all.Buy American and support our Troops.
Oct 19, 2011 2:39PM
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bgDog

prost my brother

 

and cramer is a shyster

Oct 19, 2011 10:50AM
Oct 19, 2011 10:26AM
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