Why is it so so hard for some of you to understand?
Intel shrinks making the best chips in performance and battery power and so all major players will in the next year or two switch to Intel chips in phones and tablets to add to their Notebooks and PCs.
That 16 price target from Goldman sux shows a total disconnect to the reality that is the fight between Intel and Qualcomm-arm.
You would think the big guys would tell James to get his dim #$%$ off the horse and cover those Intel shorts soon. He will.
A goldman long play on Intel takes Intel well into the 40s soon boys and girls. James could drop the bomb on you anytime.
Intel shorts are ROADKILL. Like the movie Dumb dumber--shorts are the Dumbest.
Emotion is never a good investment strategy is it.
Sentiment: Strong Buy
Then he can be left in office with a senate seat vote where it requires 67 vote.
This would doom the GOP for decades as Hispanic voters woul;d flock the martre--Obama and the Democratic party.
A good cause a worthy cause and a right cause is how the Hispanic americans see this and no amount of BS from the GOP will change how they feel about this immigration thing. Throwing crying babys and their moms out of the nation and white angry old clowns on Fuxed up news laughing as it happens, will not noe a winning move will it Republican stratagists.
OB wants to be remembered like Kennedy, like FDR, and here it goes.
He has the issue.
Angry old whites yelling nger this and nger that at Our grat president already has turned stomaches but this throwing babys out of the nation will be the straw that breaks the camels back for many moderate female GOP voters.
I do not know or understand how any man can vote for this party. Start a new one. Being a conservative is fine but being a #$%$ hater is not.
If Hitler were running against OB--half of the republicans would vote for Hitler. That is how much they are without thought. The other half needs to leave this party and to start a new one.
little known secret! What! and this is a secret that only you know. why dont you show us some examples of this SECRET. Yea cause Barons is not a reputable outfit. Your a idiot and a genius in your own mind.
must be nice to be minimally employed and have the rest of us subsidize your costs. your hero keeps on lying as he has been for years, the only bigger jerk is you
yes, when they say but they mean sell and when they say sell they mean sell. You gave away all your secrets a long time, sometimes several time a day!
Short Qualcomm, Long Intel Should Continue To Be A Good Trade
Nov. 21, 2014 7:01 PM ET | About: Intel Corporation (INTC), Includes: QCOM
Disclosure: The author has no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. (More...)
•Qualcomm sales and earnings growth has stalled.
•Intel has turned in strong performance.
•A resurgent Intel is a direct threat to Qualcomm longer term.
•This trend has legs.
Qualcomm (NASDAQ:QCOM) seems to be headed for its first year-over-year earnings decline in a decade with estimates of $5.22 a share on sales growth of a tepid 5%.
The pressure on the company continues as I set out in my March 2014 Seeking Alpha article when the stock was at about $76.00 per share and I put on a short position. Today, the stock struggles to stay over $70.00, while Intel and the overall market surge ahead.
Part of the problem has been the success of Chinese smartphone suppliers like Xiaomi and Lenovo (OTCPK:LNVGY), who have been snagging market share at lower average selling prices, depressing the royalties Qualcomm receives.
(click to enlarge)
Little known secret about Barron's, when they pump a stock, it usually means sumbuddy BIG wants out. Expect a HUGE dump about 3 days after the weekend pump n dump.
marco the genius : - ) Just trying to help Yinz manage yer portfolio.
That would be nice!
For my long term call options and my shares of course.
Some serious profits for my call options dated to 2016.
Sentiment: Strong Buy
I remember that too.
Something like, "they haven't figured it out, and I don't think they ever will".
If anybody knows about the competitions capabilities, it would be the leader which is Intel.
So all this smoke and mirror talk about competition having trigate, I don't pay much attention to. At least not the perfected type of trigate that Intel has with its unique and best in class recipe. So at the very least, i believe Credit Suisse's statement of Intel being ahead by at least 3.5 years. That's huge! By then, Intel may very well have taken the majority share of tablet type markets and very close to 50%, if not more, of the smartphone market.
So 3.5 year lead is huge.
But thanks for bringing that statement up. I remember it very well.
Sentiment: Strong Buy
Thank Gawd for that. Now the Satanic Faux News is decieveing people on immigration. All the GOP has to do to pass an immigration law to override Obama. Instead these people will froth at the mouth on their Favorite channel the Satanic Faux News.
"thanks to the emporer with no clothes in the WH, my health insurance just went up 36 percent and the annual deductible shot up."
[Wow, I'll have to remember to send the president a nice thank you note and a box of cookies. My healthcare costs went down. I guess you have to be bright enough to manage your healthcare and your health. With your bile and venom levels, you are lucky to have any coverage, Twink.]
I agree, but there are always risks. Always. Read "The Most Important Thing" by Howard Marks, CEO of Oaktree. It's all about managing risk in the market, and the best book on investing I've ever read.
I keep at hand a quote from Otellini from Dec, 2012: "Trigate? We are on our second generation no one has figured that out, they aren't going to figure that out."
A rather bold statement that in effect says no one else is as smart as we are. He says Intel is not only ahead, it will stay ahead for the foreseeable future, in a segment core to the industry.
I hear reports of TSM plans, Samsung plans, etc. I know Otellini cannot see the future with perfect accuracy, but if you ask me which statement I lend more credence - Otellini's statement "they aren't going to figure that out", vs TSM stated plans/intentions, at least for now I'm going with Otellini until I have good reason to believe otherwise.