I like what he has done so far as CEO, and INTEL has worked closely with ALTR to know what they are getting at the price he paid
Long and Stong Intel
The model for FPGA + CPU was proven a long time ago (e.g. Netezza) and so we can't fault Intel for an acquisition that will in principle allow them to integrate these architectures and ultimately drive down cost, size, and power consumption.
but they don't have to "compromise" on a foundry process - stack some DRAM via TSV and you end up with a "super chip"
"I was thinking the same. But I was thinking 33's, oops."
Intel paid $17b for Altera. If you take your favorite valuation of Altera, you can estimate the amount that Intel increased "Good Will". If Altera was worth zero, then an Intel price drop of $17b/5b = $3.40 per share. Intel probably should have sold off by $1 or so but beyond that seems overdone.
Integrating CPU and FPGA on one die is just a different way to move Moore's law forward - it's not only about shrinking - time to add Intel shares
Intel put ARMHs server ambitions more or less to rest
about 25,000,000 shares bought the Altera hype, and probably a lot of em on margin. You see what a couple or 3 million panic longs just did. Wait till Friday when 10s of millions try to squeeze out Da Window at the same time.
marco the Super Genius : - )) I'm tempted to buy some more Puts here. Nah, I'm having too much fun on this one. Karen's dad thinks I'm a genius now. He's got weak knees though and doesn't have the BALLS you need to play this game. Yinz wanna make BIG BUCKS, ya gotta take BIG RISKS.
Who would want them?
NVIDIA (NVDA) Downgraded to Strong Sell on Dismal Trends
by Zacks Equity Research Published on May 14, 2015 | No Comments
I was thinking the same. But I was thinking 33's, oops. Lower than that, hardly worth it. Looks like the Intel bears are in charge for right now. Call it Stacey's Revenge.
You know as well as I do that anything I say would just be a guess. There is no logical way to know when to buy or sell. Timing the market, especially since it's manipulated, is a #$%$ shoot. You never know how low the boyz will take it. Fear is the order of the day. I did buy 25 LEAPS this AM. I have quite a few now, as I've been buying at times like this over the past few months. It may be a mistake, will know in about a year, maybe a little more.
"I was thinking that it was just about time to sell some puts. 3 days consecutive down big days. Thoughts?"
[Yep, we're overdue for a bounce. ]
My biggest winners this year have come from these guys. Ultimate Stock Alerts (find them in Google search)
Is nvda the next take-out target? george soros thinks so ... He just bought $7.6 million worth of nvda at 21.5/share. a larg e buy-side block came in today so i suspect he is padding this position. their nvda grid alone, which is the netflix for gamers, is worth $25/share. pretty interesting setup.