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Intel Corporation Message Board

  • conmen_brokemen conmen_brokemen Sep 29, 2012 8:09 PM Flag

    Wow Singhlion2001..........hmmmmmm

    Would VMware (who's CEO said that ARM servers weren't happening anytime soon) partner with a company that was about to be cut in half or worse?

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    • Old Hickory was not one to mince words, as we learn, via Jesse, from some meeting minutes recorded by bankers during their not-very-pleasant 1834 meeting with Jackson, whose piquant observations were as follows:
      "Gentlemen! I too have been a close observer of the doings of the Bank of the United States. I have had men watching you for a long time, and am convinced that you have used the funds of the bank to speculate in the breadstuffs of the country.
      “When you won, you divided the profits amongst you, and when you lost, you charged it to the bank. You tell me that if I take the deposits from the bank and annul its charter I shall ruin ten thousand families. That may be true, gentlemen, but that is your sin!
      “Should I let you go on, you will ruin fifty thousand families, and that would be my sin! You are a den of vipers and thieves. I have determined to rout you out, and by the Eternal, (bringing his fist down on the table) I will rout you out."
      Remind you of anything, folks? Like the recent observation that taxpayers will ultimately have lost bigtime on the GM bailout while the administration’s union cronies made out like bandits? Or like the way that every single Wall Street banker and investment banker has continued to live in high style (including outrageous bonuses) as the country’s middle class withers away like Lenin’s state was supposed to?
      Maybe Andy Jackson wasn’t such a plebian Yahoo after all. Could a blueprint for our own future be hiding in this now-neglected bit of history? An interesting thought for today.
      Have a good one.

    • FRAUD STREET SPINS -VE TO +VE

      LION BROADCASTING TURNS THEIR SPINS INTO HARSH REALITY -VE FACTS

      LION BROADCASTING VS FRAUD STREET SPIN ANALYST FINANCIAL TERRORISTS

      RIMM was predicted to bust

      NETFLIX is predicted to bust ENRON/WORLDCOM STYLE NEXT

      Good-Bye
      Truth Has Fallen and Taken Liberty With It
      by PAUL CRAIG ROBERTS
      There was a time when the pen was mightier than the sword. That was a time when people believed in truth and regarded truth as an independent power and not as an auxiliary for government, class, race, ideological, personal, or financial interest.

      Today Americans are ruled by propaganda. Americans have little regard for truth, little access to it, and little ability to recognize it.

      Truth is an unwelcome entity. It is disturbing. It is off limits. Those who speak it run the risk of being branded “anti-American,” “anti-semite” or “conspiracy theorist.”

      Truth is an inconvenience for government and for the interest groups whose campaign contributions control government.

      Truth is an inconvenience for prosecutors who want convictions, not the discovery of innocence or guilt.

      Truth is inconvenient for ideologues.

      Today many whose goal once was the discovery of truth are now paid handsomely to hide it. “Free market economists” are paid to sell offshoring to the American people. High-productivity, high value-added American jobs are denigrated as dirty, old industrial jobs. Relicts from long ago, we are best shed of them. Their place has been taken by “the New Economy,” a mythical economy that allegedly consists of high-tech white collar jobs in which Americans innovate and finance activities that occur offshore. All Americans need in order to participate in this “new economy” are finance degrees from Ivy League universities, and then they will work on Wall Street at million dollar jobs.

      Economists who were once respectable took money to contribute to this myth of “the New Economy.”

      And not only economists sell their souls for filthy lucre. Recently we have had reports of medical doctors who, for money, have published in peer-reviewed journals concocted “studies” that hype this or that new medicine produced by pharmaceutical companies that paid for the “studies.”

    • One of the primary drivers of long-term value creation for a business is the durable competitive advantage, or "moat" that a company possesses. The sustainability of the moat is not always apparent, and a permanent decline or elimination of what once was a durable competitive advantage can be quite devastating to a stock price. Currently, many large-cap technology companies are being looked at with extreme pessimism, as emerging "cloud" and mobile technologies are changing the game in a radical way. Intel Corp. (INTC) is caught up in the forefront of this battle, as the company's unquestioned dominance in PC chips offers little comfort in an environment where tablets and mobile phones are in some circumstances replacing the need for PCs or notebooks.

      Intel is facing one of its fiercest tests, as the shift to mobile computing has caught the company behind the curve as formidable competitors ARM Holdings PLC (ARMH) and Qualcomm Inc. (QCOM) arguably have superior mobile chips. Intel cannot afford to be left out of this emerging ecosystem.

      Balance Sheet
      Total Cash (mrq): 13.72B
      Total Cash Per Share (mrq): 2.74
      Total Debt (mrq): 7.23B
      Total Debt/Equity (mrq): 14.83
      Current Ratio (mrq): 2.45
      Book Value Per Share (mrq): 9.73

      INTEL MANAGEMENT HAS BEEN BLOWING UP CASH IN BUY BACKS AND RACKING UP DEBT ON BALANCE SHEET TOO............

      R&D spending has been huge and has paid of big in the Past but Intel now behind future technology innovation curve despite such a heavy spending on R&D.Just having a fabrication advantage will not work................

      Future Memory Technology: Intel is left out and so does its SSD business in jeopardy

      Big Fat Dollar CPU era shrinks and cheap $SoC with least amount of Power consumption Era dominates next.......................

      • 1 Reply to singhlion2001
      • You forgot to give credit to the positive parts of the article. Do you do that with all your messages?

        ----------------------------------

        "This core profitability should enable Intel to make key acquisitions such as McAfee in security software, and I believe that tablet makers will be reluctant to shut Intel out of the mobile ecosystem, as is evident by Intel's recent deal with Motorola Mobility. Also, because everybody just assumes the PC is dead, it is quite likely that Intel will face decreasing competition on that front, enabling the company to shift resources in faster growing directions. Intel's capital allocation has been excellent relative to the technology industry, and I think the company would be wise to issue more long-term debt to finance an even more aggressive stock buyback at current levels. Including buybacks, I see absolutely no reason why Intel shouldn't be able to grow earnings by 10% per annum over the next five years, though of course, I would expect some lumpiness associated with that. Using a $2.40 EPS base rate, compounded at 10% per annum, would put Intel's EPS at $3.51 in year five. Even if the multiple were to stay the same this would be 50% higher than current prices, and assuming a 40% dividend payout ratio the dividend would be $1.40 per share.

        I think it is far likelier that Intel will exceed these projections than underperform, and so on a risk-adjusted basis I believe Intel offers a safe way to allocate capital, in a world where perceived "safe-havens" such as Treasuries, gold, or cash seem quite risky to me."

        ------------------------------------------------------------------

        SEEKING ALPHA
        Intel - An Obvious Opportunity Obscured By 'Clouds'

        One of the primary drivers of long-term value creation for a business is the durable competitive advantage, or "moat" that a company possesses. The sustainability of the moat is not always apparent, and a permanent decline or elimination of what once was a durable competitive advantage can be quite devastating to a stock price. Currently, many large-cap technology companies are being looked at with extreme pessimism, as emerging "cloud" and mobile technologies are changing the game in a radical way. Intel Corp. (INTC) is caught up in the forefront of this battle, as the company's unquestioned dominance in PC chips offers little comfort in an environment where tablets and mobile phones are in some circumstances replacing the need for PCs or notebooks. I believe that the market is mispricing this risk, and in turn is providing an extremely compelling long-term total return opportunity in the equity.

        It would be difficult to name three companies with a better R&D and manufacturing track record than Intel over the last 20 years. In a constantly changing industry, Intel has fought off numerous charges from the likes of Advanced Micro Devices Inc. (AMD) and NVIDIA Corp. (NVDA), etc. Intel didn't always have the best product, but it utilized its industry leadership position and strong financial condition to allocate enough resources to eventually thwart off its competition in key areas.

        Intel is facing one of its fiercest tests, as the shift to mobile computing has caught the company behind the curve as formidable competitors ARM Holdings PLC (ARMH) and Qualcomm Inc. (QCOM) arguably have superior mobile chips. Intel cannot afford to be left out of this emerging ecosystem.

        Currently, Intel is trading at $23.18 with a market capitalization of $116.1 billion. This is only about 9.8 times trailing twelve month (TTM) earnings of $2.36 per diluted share, and about 2.4 times book value. Intel's financial performance over the last decade has been superb, with revenue having doubled from $26.274 billion in 2002 to TTM of $54.527 billion. Meanwhile, EPS has grown from $0.46 to $2.36, while the share count has dropped from 6.759 billion to 5.2246 billion. ROE and ROIC have improved a great deal to the mid-20s % range, but even at trough levels have remained in the mid-teens. Intel has leveraged this financial performance to enhance its durable competitive advantage. Over the last five years, capital spending has totaled just over $30 billion.

        Intel's R&D spending over the last five years could have bought two ARM holdings, one NVIDIA, and an AMD at current market capitalizations. As John Wooden said, "Don't mistake activity for achievement", but fortunately for Intel its robust profitability has certainly verified that these expenditures have been well worth it. Intel's new Atom chip has closed the gap in mobile to ARM and Qualcomm, and I can assure you that the company will give those companies the fight of their life on that front. Intel's in-house manufacturing is clearly unparalleled and its competitive advantages in scale, talent, finances, and important vendor/client relationships allow it to build on that advantage on almost a daily basis. In times when it has trailed, Intel's track record shows that it does not give up easily.

        Intel recently lowered guidance, causing the stock to drop, despite a relatively buoyant equity market. At current prices Intel yields about 3.9%, and has an earnings yield slightly above 10%. While a slowdown in emerging markets where much of Intel's PC chip growth is occurring is a short-term setback, the introduction of Windows 8, and the assumption that the macro-economic picture should eventually get over these dramatic issues, gives me confidence that there are still years of phenomenal profitability in store for Intel on that side of the equation. Keep in mind that mobile chip makers aren't nearly as profitable as Intel is on the PC side, so it seems logical to derive that Intel will have more resources to throw at what seems certain to be a constantly changing and evolving technological ecosystem.

        Even more encouraging is Intel's Data Storage and High-Performance Computing businesses. This group, which develops technology for various applications ranging from cloud computing to mission critical servers and high-performance computing, has shown explosive revenue growth. In addition the margins are exceptional, and it seems likely that this unit should lead Intel's near-term profit growth.

        Data Center Group

        The revenue and operating income for the Data Center Group (DCG) for the three years ending December 31, 2011 were as follows:

        (In Millions) 2011 2010 2009

        Net revenue . . . . . . . . $ 10,129 $ 8,693 $ 6,450

        Operating income . . . . $ 5,100 $ 4,388 $ 2,289

        Source: Intel 10-K

        This core profitability should enable Intel to make key acquisitions such as McAfee in security software, and I believe that tablet makers will be reluctant to shut Intel out of the mobile ecosystem, as is evident by Intel's recent deal with Motorola Mobility. Also, because everybody just assumes the PC is dead, it is quite likely that Intel will face decreasing competition on that front, enabling the company to shift resources in faster growing directions. Intel's capital allocation has been excellent relative to the technology industry, and I think the company would be wise to issue more long-term debt to finance an even more aggressive stock buyback at current levels. Including buybacks, I see absolutely no reason why Intel shouldn't be able to grow earnings by 10% per annum over the next five years, though of course, I would expect some lumpiness associated with that. Using a $2.40 EPS base rate, compounded at 10% per annum, would put Intel's EPS at $3.51 in year five. Even if the multiple were to stay the same this would be 50% higher than current prices, and assuming a 40% dividend payout ratio the dividend would be $1.40 per share.

        I think it is far likelier that Intel will exceed these projections than underperform, and so on a risk-adjusted basis I believe Intel offers a safe way to allocate capital, in a world where perceived "safe-havens" such as Treasuries, gold, or cash seem quite risky to me.

    • George Carlin Video: The Truth About Wall Street And Washington

      INVESTMENT BANKERS Ponzi explained here:
      Let me explain how Ponzi scheme works:
      WALL STREET IS NOW FRAUD STREET
      The IBs take in your money with their investment product offerings which seem to come out almost daily. They take that money and manipulate the stock market with it so you lose money. Then they pay themselves outrageous salaries and bonuses and pay their shareholders in this case 1% dividends.

      Contrary to what the media thinks, insider trading is only a very small part of the problem with W.S. The part in which W.S. makes most of it's money is through stock manipulation. One fine recent example? Apple. Apple one of the most profitable companies in the U.S. went from $640 to $560. Think of all the long money taken by the IBs on that little move! All the way down longs are thinking ooh this is a bargain but no it just keeps going down. History is replete with examples like this. Look at AMZN. An outrageously over priced stock. All the way up shorts are thinking it is overvalued and they short it. The shorts are of course correct it is way overpriced but the IBs know it and they manipulate the stock ever higher taking shorts money all the way up. The mispricing of stocks is the primary way W.S. makes money. Don't ever forget this

    • Servers is not the issue

      DESKTOPS/LAPTOPS vs Smart phone and cheap Pads

      Clowns

      Servers can not save Intel Revenue hell next

      Clowns go and break up revenue by products and than analyze

      a $30 Soc vs a $250 CPU and its implications

      How the United States Empire Will Collapse...............

      Massive Riots are also predicted in 2013 by LION

      Are We Doomed?
      David Stockman on our crooked Wall Street-bankster rulers
      Recently: David Stockman on the Lunatics at the Fed
      How Crony Capitalism Corrupts the Free Market | David Stockman

      A Lonely Redemption
      He is no less suspicious of Goldman Sachs, which has alumni sprinkled across the upper reaches of government. In a tough spot, Goldman obtained extraordinary permission to make an overnight metamorphosis from investment bank to traditional bank holding company.

      “Can I prove this was a wired deal? Absolutely not,” Mr. Lewis said. “Am I certain of it? Only 100 percent.”

      As for the whirling, three-million-shares-per-second casino of Wall Street? He sees it as rigged. “I would not risk stocks under any circumstances,” he said, “because we don’t know when this thing is going to blow.”

      Nothing about Mr. Lewis is easy. He delights in sending scabrous, insulting, free-associative mass e-mails to journalists, financiers and members of Congress. Show annoyance, and he doubles down. “You know what I do with tension?” he said. “I ratchet it up!”

      "Inside Job" Director Charles Ferguson: Wall Street Has Turned the U.S. into a "Predatory Nation"

      How Wall Street Scams Counties Into Bankruptcy
      By William D. Cohan Jul 1, 2012 3:30 PM PT

 
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