Intel Corporation Message Board

ARMH analyst earnings range for THIS year is low $.36 to high of $1.01 with $0.88 average.
NEXT year, low of $0.47 to high of $1.36 with $1.09 average.

It is unclear which year the Canaccord report was talking about but I would expect this years earnings.
If so, their "upgrade" to 86 cents is still below the average of 88 cents.
ARMH appears to use the calendar year for their FISCAL year so this upgrade would be relevant to the next 3 quarters.

A real mix up by the financial writer.

I doubt that Intel could use the costly advanced processes for NAND or would chose to use it for NAND if they had excess capacity. As Ashraf pointed out, Intel will be at their "FULL CAPACITY" level or higher with new Haswell, PHI and *Trail production. Everything hits the fan at once.

If you look at the Navin Shenoy London They talk about HDD. Analyst meeting presentation on PAGE 9, Intel will be putting eDRAM on the high end Haswell chips. eDRAM is different that NAND but it is non-volatile storage. Intel is very interested in non-volatile storage. There was at least one analyst question about SSD fab capacity being an Ulrabook limiter.

One PAGE 24, he indicates that there is a 500m unit refresh possibility looming.

NAND storage has a "wear" problem like the CCDs for cameras. All SSD's have and ARM controller build in to manage SSD wear. The hiccups in response times are caused by wear pattern algorithms moving data around the SSD to make the write pattern activity uniform across the drive. SSD controllers have build in error detection and correction logic. The Intel SSD will sell at a premium to the server companies because of their reliability and UNIFORM response times.

Canaccord issued an EARNINGS INCREASE for the YEAR and not a PRICE TARGET. The author did not know what he was even writing. The new 86 cents earnings estimate is still below the average.

If you read the report, Canaccord is raising GBX 52 which is 80 cents to GBX 56 which is 86 cents. It has nothing to do with PRICE TARGET. They are raising EARNINGS TARGET to 86 cents.

have not been able to reply but numbers are show current and recent run rates and the news you think. I will have to listen again.

ARM Holdings Price Target Raised to GBX 56 at Canaccord Genuity (ARM)
Posted by: Pezhman Azimi Posted date: May 23, 2013 In: Analyst Articles - UK, Investing

Something is confused.

Investment analysts at Canaccord Genuity raised their target price on shares of ARM Holdings (LON: ARM) from GBX 52 ($0.80) to GBX 56 ($0.86) in a note issued to investors on Wednesday, Stock Ratings Network reports. The firm currently has a “buy” rating on the stock.

ARM Holdings (LON: ARM) traded down 1.41% on Wednesday, hitting GBX 1050.00. ARM Holdings has a 1-year low of GBX 463.60 and a 1-year high of GBX 1108.00. The stock’s 50-day moving average is currently GBX 576.4. The company’s market cap is £14.665 billion.

A number of other firms have also recently commented on ARM. Analysts at Prime Markets reiterated a “sell” rating on shares of ARM Holdings in a research note to investors on Wednesday. They now have a GBX 975 ($14.99) price target on the stock. Separately, analysts at UBS AG reiterated a “neutral” rating on shares of ARM Holdings in a research note to investors on Wednesday. They now have a GBX 950 ($14.60) price target on the stock. Finally, analysts at Jefferies Group reiterated a “buy” rating on shares of ARM Holdings in a research note to investors on Wednesday. They now have a GBX 1,300 ($19.98) price target on the stock.

Six investment analysts have rated the stock with a sell rating, eight have issued a hold rating, twelve have given a buy rating and one has issued a strong buy rating to the stock. The stock currently has a consensus rating of “Hold” and an average target price of GBX 890.23 ($13.68).

Hermann .... 5 ODM will be pumping out Baytrail 22nm tablets for 2013 holidays to vendors and retailers.

It is completed and I am listening to the archive. The presentations are in PDF format and you should be able to see them.

Hermann Eul is staying close to the slides ...

I am able to hear it .... thanks .... but strange . two stage popup window listen procedure from UK.

I think coinmaker77 has this clearly thought this out. Apple is going to dump Intel to go with AMD's 28nm part manufactured by TSMC, GF, ..... TSMC might have sufficient capacity real soon now. And Apple will only need a slightly bigger battery in the MacBook AIR. The extra weight won't be noticed.

It make perfect coinmaker77 sense to me.

I am much to "frugal" to pay for the premium services so I probably have the same info you do. I have real time Schwab, cboe, option monster, .... I don't think much of volume below 10,000 contracts in a MONTH/STRIKE. 10k or above in a strike is worth poking around for anything that appears complimentary.

I usually sell naked ATM put options after a big sell off. Hold them until they drop 50% to 75% and close them out. I like the time value leaking into my pocket than out of my pocket. I rarely go long. I do have some long ARMH puts that are now well in the green.

IMO, Intel will trade with the market but have an elevated RSI when compared to the market because there is a very high (historically) short interest that was selling 1m shares per day. The chartists might even confuse the elevated RSI as OVERBOUGHT. The shorting seems to have subsided but we will know more on 5/24 when short interest through 5/15 is released.

Haswell (week from Monday), PHI upgrade mid-June, Baytrail announcements in Q3, customer announcements, customer announcements, .... there is more room for surprise up than down.

Haswell will IMO, trigger a very large refresh as corporations buy the security and Ultrabooks.

did you forget that you have already spammed this board with this message already?

Yesterday there was lots of option activity. Intel was referred to but I don't have much confidence in that the option guys really know what is happening. They think they do. I just have strong doubts.

I saw a number of strange activities yesterday that don't have answers for. I saw the $25 call activity but it is hard to tell if they were buying calls (bullish) or selling (bearish) or both buy/sell trading (neutral)

There is still not too much PUT option activity in Intel.

CLIP....
Total option open interest stands at 7.08 mln contracts.

A total of 16.6 million contracts changed hands in the U.S.-listed options market on Monday, resulting in net open interest growth of 3.72 million calls and 3.36 million puts, according to Trade Alert.

Apple Inc , Intel Corp , Microsoft Corp and Groupon Inc attracted the greatest increase in option open positions, data from Trade Alert show.
The top five new positions opened include 50,000 Groupon January 2014 $10 strike calls, 25,000 Liberty Global Inc October $85 strike calls, 22,000 NetApp July $40 strike calls, 22,000 Alcoa Inc January 2015 $10 strike calls and 21,000 Intel August $25 strike calls, Trade Alert said.

Rats! I forgot your other recommendation:
GMCR 10:54AM 72.68 Down $3.57

VNQ is tanking good today.
COST turned sour and is now turned from green to down $1.46.

INTC 10:49AM 23.91 Down 0.16

VNQ 10:49AM 74.71 Down $1.54
CVS 10:49AM 58.01 Down $0.69
COST 10:49AM 111.92 Down $1.46

INTC is the more conservative stock and if a person wants to "relax" they would be wrong to sell INTC for AMD. AMD may, from today forward, generate the larger returns on a dollar invested but AMD CERTAINLY offers more risk and therefore less comfort.

Selling INTC and buying AMD would be the "easy" part". You can do that in a few seconds online.
The really hard part would be to "relax".

Why? It seems like to me that the "Apple should buy Intel" argument would apply equally to any Apple vendor from power supplies to glass providers. Apple already gets most favored customer pricing. Apple success is to take those materials and add value to them. Apple does that quite nicely.

The only benefit that I can see Apple could gain would be they could have their way with Intel fabs and build anything they want in them. However, if Apple were the owner of those fabs and did that, they would also not make the $$$ that Intel makes on those fabs building other devices.

I am probably forgetting stuff.

BTW .... what do you mean by low $23s ??? $23.90, $23.80, $23.70, .... ?

it seems like a simple question.

VNQ -$1.24 $74.67
INTC -$0.05 $24.02

market is moving pretty fast but your VNQ is not doing too well.

COST is doing nicely and CVS about the same as INTC. You should have chose COST to pump against your INTC bash.

BTW .... what do you mean by low $23s ??? $23.90, $23.80, $23.70, .... ?

If a position in any investment makes someone nervous, then they have made a mistake. At a minimum, they have exceeded their risk tolerance and should consider correcting it.

With regards to INTC, you are probably right about being fine.