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Intel Corporation Message Board

alexander.dumbass 241 posts  |  Last Activity: 4 hours ago Member since: Nov 27, 2010
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  • alexander.dumbass alexander.dumbass 4 hours ago Flag

    I am having a hard time following this thread because I cannot distinguish a real difference in any of the positions put forth (other than the insults). The Colbert Report is a parody of political opinion shows like The O'Reilly Factor. Colbert is "sarcasm of the ridiculous positions and statements of others."

    There is very, very little dispute that the climate is changing and that there are more extreme weather patterns. There is no dispute from any knowledgeable sources.

    The dispute is over how much change there is, what is causing the change and how much can be done about it. I think the big argument is specifically about how much human activity has effected it and what changes can be put into place to slow/stop/reverse the effects and which changes would be right.

    There is the group who do not think anything useful can be done (I think funded by big oil, big coal, big power and big farms.)
    There is the other group who think something can be done about it and want to try (I am not sure where the effort is coming from for this group.).

    IMO, The answer is probably much more complex, expensive and will be disruptive to many, many people. Some impact can be made but it is unclear how much and at what cost. I get a few inches closer to the beach every day without lifting a finger.

  • "3. INTC – Buyer of 17k of the Nov 35.50 calls for .85 to close, vs. selling 17k of the Dec 38 calls at 0.19 to open, likely rolling an overwrite position in the stock as INTC hit a new 12 year high last week."

    Someone ROLLED UP 17k NOV $35.50 CALL option contracts to DEC $38.00 and took a loss of $0.85 - $0.19 = $0.66 per share or $1,122,000 to keep the shares. The $38 new strike seems to represent what the INTC LONG thinks will be "safe" from being "in-the-money" again in Dec.

  • Reply to

    Srini Pajjuri of CLSA cuts to SELL today

    by backbay_bstn Nov 21, 2014 1:09 PM
    alexander.dumbass alexander.dumbass Nov 21, 2014 10:47 PM Flag

    "Srini Pajjuri of CLSA "
    CLSA is Asia's leading equity brokers and investment groups working out of Hong Kong and owned by CITIC Securities, China's largest brokerage .

    Srini expects a 2% drop in PC sales in 2014. When coupled with the Intel forecast of +9% increase, he tried to resolve the 11% difference between his -2% and Intel's +9% for 2014.

    The way he tried to resolve the 11% difference between his 2014 PC numbers and the Intel numbers was to say:
    - 3% will come from an increase in market share of his 100% -2% = 98% market estimate.
    - The remaining 8% (11% -3%) missing, he thinks, is going to come from a piling up of INVENTORY in the Intel customer channels.

    Srini thinks that in the 5 weeks following the Investor meeting, Intel is going to miss unit volume by 8%. Intel does not "book revenue" until their component customer sells their products. All Intel product in the channel represents INVENTORY and not REVENUE so what Srini says does not make sense.

  • Reply to

    Technicals Point to $60/Share for Intel

    by alexander.dumbass Nov 21, 2014 1:24 PM
    alexander.dumbass alexander.dumbass Nov 21, 2014 2:30 PM Flag

    "For that, Intel should continue buying back at more aggressive way."
    INTC BOD put $20b in the buyback fund but they Stacy Smith said several times yesterday that they do not try to time the market or buy based on up/down expectations. I doubt they will change that strategy.

    "I have suggested Intel execs should focus on the artificial intelligent assistant application to promote its server sale at exponential scale"
    I am not sure what this would be, but Intel Capital is taking positions and enabling leading edge companies.

    "Not wearable stuff "
    IMO, the "wearable stuff" will drive more server sales than AI applications, but I have a number of ideas that would lead to large cost reduction in patient care.

    NVM .. the most interesting presentation for me was the last one by Rob Crooke on non-volatile memory. He talked about 32-tier deep transistor arrays and densities that would generate "DISRUPTIVE PRICING" in a market that is currently $2b and expected to be $12b in the next 5 years. When questioned about whether building the SSD's was possible, he said that the SSD drives on stage were built with the technology.

  • alexander.dumbass by alexander.dumbass Nov 21, 2014 1:24 PM Flag

    Stephen Suttmeier, BofA/Merrill Lynch's Technical Research Analyst, just released this "gem" bookend for James Covello's sub-$20 target. He computes his target looking at a 10 year chart which shows INTC making a very large, well formed base.

    He has an intermediate target of $46 which still seems high to me too, but I would not mind him being right

    Technicals Point to $60/Share for Intel
    November 21, 2014
    Intel impressed Wall Street with its 2015 guidance and dividend hike yesterday. However, despite gaining about 5% to $36 on the news, the technicals are pointing to even greater upside potential.

    BofA/Merrill Lynch's Technical Research Analyst, Stephen Suttmeier, said Intel has a big base and a tactical 90-day upside breakout. He sees upside to $46 and then to $60.

    "Yesterday’s 90 -day price and volume breakout above resistance at $35.00-35.56 completes this bullish consolidation and favors a continued rally," Suttmeier said. He added, "The pattern counts to $41 but the potential for a big base suggests more significant upside to $46 and then toward $60 and beyond longer-term

  • Reply to

    Wow, 2 Downgrades to SELL

    by bustabords1 Nov 21, 2014 9:13 AM
    alexander.dumbass alexander.dumbass Nov 21, 2014 9:49 AM Flag

    Wrong board.
    No INTC downgrades today, that I have seen.

    Either upgrades or price target increases, like ....

    INTC raised its dividend and gave a solid footing for guidance in 2015 at its investor day. FBR Capital markets maintained its Outperform rating but raised its target to $40 from $36.

  • Reply to

    Shorts are in control of this stock

    by itakebackmyapology Nov 20, 2014 5:29 PM
    alexander.dumbass alexander.dumbass Nov 20, 2014 6:06 PM Flag

    " That must be why it's up $1.60 today!"
    The shorts were in control of the doors, windows, stairs, elevators and every exit path to cover losses. A couple of the larger shorts even chewed a hole in the wall to escape.

  • alexander.dumbass alexander.dumbass Nov 20, 2014 4:45 PM Flag

    "sold way too soon but couldn't stop it because the bids moved to fast. lol "
    If I had to make the decision you made, I could have messed it FAR WORSE!!! The share movement surprised me. Intel stock has not seen that strength in over a ..... really long time ...

    BTW, congrats on your profit. You did get to take advantage of a highly elevated volatility when you sold ......

  • Reply to

    For whatever reason it went up

    by itakebackmyapology Nov 20, 2014 1:11 PM
    alexander.dumbass alexander.dumbass Nov 20, 2014 1:30 PM Flag

    PRICE was $34.58 when you declared the top ....
    INTC will have to drop faster to get back to your declared top ... $1.00 ago.

    Just hit the high for the dayitakebackmyapology by itakebackmyapology • 1 hour 47 minutes ago
    Going down from here.

  • alexander.dumbass alexander.dumbass Nov 20, 2014 12:50 PM Flag

    Intel also issued a "WARNING" that 2015 revenue increase would be ABOVE consensus analyst estimates. 8-) I like that kind of warning.

    Full-year 2015 Business Outlook

    Revenue: Growth in the mid-single digits.
    Gross margin percentage: 62 percent, plus or minus two points.
    R&D plus MG&A spending: Spending as a percent of revenue is expected to be down with spending of approximately $20 billion, plus or minus $400 million.
    Capital spending: Approximately $10.5 billion, plus or minus $500 million.
    Dividend: 96 cents-per-share on an annual basis, a 6-cent increase year-over-year, beginning with the dividend that will be declared in the first quarter of 2015.

  • alexander.dumbass alexander.dumbass Nov 20, 2014 12:35 PM Flag

    6 cent increase annual basis .... 1.5 cents per quarter.

  • alexander.dumbass alexander.dumbass Nov 20, 2014 12:33 PM Flag

    Intel Announces Increase in Quarterly Cash Dividend, 2015 Business Outlook at Annual Investor Meeting

    6 cent increase

  • alexander.dumbass alexander.dumbass Nov 20, 2014 12:30 PM Flag

    2015 Forecast was released publicly early because Stacy was going to speak during market hours .... market seems to like it.

  • Reply to

    Just hit the high for the day

    by itakebackmyapology Nov 20, 2014 11:40 AM
    alexander.dumbass alexander.dumbass Nov 20, 2014 12:01 PM Flag

    $34.58 when posted.

  • alexander.dumbass alexander.dumbass Nov 20, 2014 11:16 AM Flag

    Hmmm. Andy Bryant started meeting off with ..... Intel is not getting out of mobile.

  • It cost more to mail the prosthetic 3D printed hand than to make it.

    3-D Samaritans Print New Mechanical Hand for Toddler
    November 19, 2014

    3-D printing enthusiasts volunteer to create prosthetic hands that cost $10 instead of $100,000.

    Two-year-old Henry Hunker was born with an underdeveloped hand. Modern limb prosthetics can cost upwards of $100,000, but thanks to 3-D Samaritans, Henry now has a hand that costs less than $10 – and other kids find it pretty cool looking too.

  • alexander.dumbass alexander.dumbass Nov 18, 2014 10:41 PM Flag

    The above message from "fraudigdoj" is an unattributed, uncredited copy/paste of an article from the "Brit" online neighbor of ARMH called the ARegister.

    Intel's LAME DUCK mobile chips gobbled by CASH COW
    Chipzilla won't have money-losing mobe unit to kick about anymore
    By Neil McAllister, 18 Nov 2014

    We will get more about what is going on ..... Thursday at the Investor meeting.
    Be sure to listen in.

  • alexander.dumbass by alexander.dumbass Nov 18, 2014 1:48 PM Flag

    Looks like some action (17,000 contracts) in Friday $34 puts and $35 calls with similar volumes. My first impression was someone was paying 50 cents for a strangle position which would imply a bet that Intel makes a big move UP or DOWN before Friday close.

  • The Asus PadFone gets ATT voice and data certified. First USA phone-ish isn't it?

    FORBES 11/17
    Intel Gets Their First AT&T LTE Voice-Data Win With Hybrid Phone-Tablet Device

    As I’ve said many times, getting certified on an AT&T network on voice and data is recognized as one the most difficult networks if you are a chipmaker or a device maker. AT&T is “proud” of its networks, but if you can get your communications module and/or device (phone, tablet) certified there, there’s a good chance you can get it certified anywhere in the world. This is why Intel getting a win on AT&T is a pretty big deal for them. While the Intel 7160 LTE modem was AT&T- certified previously, devices weren’t, that is, until the Asus Padfone X mini showed up a few weeks ago. And at $199 without a contract, the Asus PadFone X mini pretty much blows all other AT&T GoPhone contenders out of the water for the value. I got the chance to use one for a few weeks and wanted to give you some of the highlights.

    4.5″ Phone and 7″ Tablet Functionality

    The Asus PadFone is unlike any device I’ve used before. .....

  • Reply to

    marco's nightly Futures ALERT: O M G, DOWN AGAIN

    by marcopubio Nov 18, 2014 12:14 AM
    alexander.dumbass alexander.dumbass Nov 18, 2014 9:48 AM Flag

    Monday: "Yinz were lucky today, no volume.Yinz are sew skreweed, maybe worser."
    Tuesday: "Yinz were lucky today, no volume.Yinz are sew skreweed, maybe worser."
    Wednesday: "Yinz were lucky today, no volume.Yinz are sew skreweed, maybe worser."
    Thursday: "Yinz were lucky today, no volume.Yinz are sew skreweed, maybe worser."
    Friday: "Yinz were lucky today, no volume.Yinz are sew skreweed, maybe worser."

    Saturday: "Yinz were lucky this week, no volume.Yinz are sew skreweed, maybe worser."

36.19+0.60(+1.69%)3:34 PMEST

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