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Intel Corporation Message Board

  • amdmonkey7 amdmonkey7 Feb 8, 2013 9:49 AM Flag

    This board is DEAD! It reflects the current state of Intel as a stock. DEAD MONEY for NOW!

    Cheerleaders come on and then deranged Bashers follow. It is all an endless bore and I would rather watch grass grow then read the nonsense.

    If you happen to be stopping by to get some insight as to what is going on with Intel, good luck finding anything here.

    But I will give the short story.
    Intel had earning drop 4th quarter to 4th quarter from 3 billion net to 2.5 billion net.
    That is negative growth. The stock has been up to 28 or 29 and dropped back to 20 and now is just above that. In fact, the stock has been dead money in a range from 35 to 18 most of the time for 13 years now. There is NO growth in net income to back up any move up.

    Current worry? Intel is facing competition from Arm based chips made by qualcomm which go into phones and tablets. These new devices are eating away at sales of PCs and notebooks which in turn eats away at Intel because Intel sells its chips for those devices. There is even worry that Arm based chips could get into Notebooks. Also, Apple is NOT using Intel chips in Ipads or Iphones and likely will NOT!
    The current CEO, Paul Ottelini, has announced he is threw and will step down soon. Intel has not picked the new CEO yet. So NO ONE knows where Intel is going for sure. The shorts and non-Intel people see all of this and simply say NOOOOO to Intel. Given all of this, it seems like a logical play. Thirteen years of DEAD money and the CEO quit--hardly a Bullish environment is it.

    But here is the Bull say.
    Yes all the above is for the most part true. However past is NOT a good move to take on today's Intel.
    You see, Intel has Huge Fabs (factories) which are state of the art and years ahead of the other chip makers.
    They are able now to produce Trigate chips in massive and very productive volume. These Trigate chips are years and years ahead of competitors and not easily copied. They are massively produced in these super fabs while allowing Intel chips to move to the top end in both performance and in reducing battery power used. While it is true that Intel's chips are just starting to get into phones and tablets now, it is also inevitable that Intel will use the superior chips to come with the 14 nm and 10 nm trigate chips to dominate tablets and phone in a few years. The fact that the investment community is not buying in yet is simply a reaction to Intel's previous failures and not a reaction to the facts.
    Intel Net Income will double from here in two years. The stock will more likely be above 60 by then then not.
    Likely Intel will move Net income North of 6 billion a quarter by the end of 2016. By then, the stock will be over 100 and I will never ever post here because this board will be like the Apple board is now. One post every 5 seconds and no one reading. Just noise.

    Go ahead and make your bet but remember, there is very little as far as a down side to Intel that has not already been priced in. If Intel were to fail in many many areas, it would still have the best fabs in the world and would likely take contracts from phone makers and tablet makers to produce their arm chips.
    Intel would grow from here no matter what.
    However, should Intel be able to mass produce its X86 chips and put them into phones and tablets the upside for Intel is staggering.
    I am long.
    I do not blame anyone for not buying it because it is a 50-50 bet but there you are.

    Good luck.

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