Stephanie Link Likes Intel Corporation

, Stephanie Link spoke about

. She likes the stock because it has an attractive risk-reward. Link said that the stock traded 9 percent lower in the last month and it currently trades at 13 times forward estimates, which is at the low end of its historical range. She also likes its 3.1 percent dividend yield. Link believes that the PC segment is stabilizing and it is 60 percent of the company's business.

has a lot of growth potential in its data center, which can have a double digit growth with the acquisition of Altera. It is also going to create some partnerships in the cloud segment to boost growth, explained Link. The semiconductor stocks are under a lot of pressure at the moment because of its global exposure. Link thinks that there is no reason for concern about

, because the market has set very low expectations and the company just has to meet its inline guidance, which is in Link's opinion conservative.