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Intel Corporation Message Board

alexander.dumbass 116 posts  |  Last Activity: 1 hour 6 minutes ago Member since: Nov 27, 2010
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  • alexander.dumbass alexander.dumbass 1 hour 6 minutes ago Flag

    "At the end of the day, Larabel is comparing " ...

    ... a 20nm Nvidia A57 [combined with 256 Maxwell GPU cores] to a 14nm i3 ...

    The part is running a version of Ubuntu provided by Nvidia which has highly optimized GPU drivers.
    What would the A57 w/o Maxwell benchmark results look like? Any thoughts? Guesses?
    I suspect they would not look as good. Especially the floating point that can use the Maxwell GPU.

  • alexander.dumbass alexander.dumbass 23 hours ago Flag

    [AP+Minimal DRAM+Higher 3- XPoint (instead of NAND)].

    If you read the "Purple Swan" article again, the excerpts from the Intel patents talk about AP+3xpoint and no DRAM for mobile devices. The patents also describe laptops with minimal DRAM.

  • Reply to

    $28 is a concrete floor

    by back_bay_professor Jul 27, 2015 11:54 AM
    alexander.dumbass alexander.dumbass Jul 29, 2015 6:10 PM Flag

    I think they convert to around 100m-150m shares and the total number inches up each dividend payment. The far bigger pain is the investors/traders they attract. If INTC stays above the intrinsic value, then I think they will have a good shot of breaking the gravity of the shorting activity and the arbitragers will leave the short in place until the bonds are called. Once it reaches that point, then the shorting/covering related to the bonds will grow weaker and Intel should begin to trade with a higher BETA.

    IMO, a major portion of the "manipulation" should subside.

    I don't know if Intel could buy them back at a realistic price. There are some conditions where Intel can "call" them in and that would be how the bonds would be neutralized.

  • alexander.dumbass alexander.dumbass Jul 29, 2015 10:40 AM Flag

    " The refurbished chips "
    I can think of a number of words to describe the new products but "refurbished" is not one of the words that came to my mind. 8-)

  • alexander.dumbass alexander.dumbass Jul 29, 2015 6:41 AM Flag

    "but that ever sense Intel butted heads with Merrill Lynch way back when and exposed their shenanigans"

    I am not sure I know about the event. Can you describe what happened with ML?

    "So no matter what, the stock is punishingly manipulated"

    I think that the 2005 Intel convertible bonds put Intel into a class of companies that generate their own source of shares to short. Hedge funds buy the bonds and when the share price goes far above the intrinsic value, they can short shares and lock in a positive cash flow with zero investment. The shorted price covers the bond buy and the bond yield is above the short cost. Infinite leverage.

    The 2005 intrinsic value is in the $28.00 range and the 2009 in the $22 range. It looks like manipulation and imposes a trading range on Intel share price but it is just a short/cover against the box. The market has absorbed the shorts from the 2009 issue and are working on the 2005 notes now.

  • Reply to

    $28 is a concrete floor

    by back_bay_professor Jul 27, 2015 11:54 AM
    alexander.dumbass alexander.dumbass Jul 27, 2015 12:16 PM Flag

    I think the bounce is driven by the Intel + Micron press and analyst meeting scheduled for Tues 9am.
    There should also be some short covering as Intel goes below their convertible bond intrinsic value.

    I doubt whether it has anything to do with concrete.

  • alexander.dumbass alexander.dumbass Jul 25, 2015 12:48 AM Flag

    AT LEAST they did not offer any more CONVERTIBLE notes. Those drive the stock price crazy. Hedge funds buy the convertible notes. When Intel goes above the conversion rate, they short an equivalent number of shares to lock in a guaranteed no investment return (even subtracting out borrowing fees). When Intel drops back below the parity conversion rate, they cover the shorts.

    The current conversion price of the 2009 and 2005 shares (since the conversion price drops with excess dividend payment) is $21.71 and $28.61 respectively.

    Intel chewed through the pile of shorting above $21.71 and is now chewing through the shorting above the $28.61 parity price.

    The Wonders Of Convertible Bonds

    By Investopedia Staff |Updated August 12, 2013

    Applications of Convertible Bonds
    Hedge funds and sophisticated investors employ a common arbitrage strategy that involves buying the convertible bond and shorting the underlying stock. This enables them to pocket the difference in yields between the bond and the stock, while hedging much of the risk. Of course, this strategy would not work if the yield differential is negative, as was the case with the Intel example cited earlier.

  • alexander.dumbass alexander.dumbass Jul 19, 2015 12:18 PM Flag

    "needs a pointing device and a keyboard so it can be used properly. "

    Cranial / Neurosurgical implants with encrypted Bluetooth bonding with devices.

  • Reply to

    Stacy Rasgon

    by jceandthegirls Jul 17, 2015 11:01 PM
    alexander.dumbass alexander.dumbass Jul 18, 2015 4:27 PM Flag

    I doubt that they are screening out analysts. I does no good and changes nothing for the better. Danely got through and he is just as negative as Rasgon or Covello. It does no good for a company to screen analysts to start a personal war with these guys.

  • alexander.dumbass alexander.dumbass Jul 18, 2015 12:13 AM Flag

    "No need for owning MUth"

    There are public portions of the INTC/MU JV contracts and their are private portions. Noone outside of Intel and Micron know the contents of the whole agreement. If quantum transistor NVM components disrupt the DRAM and NAND markets causing them to shrink by a significant percentage, the resulting DRAM price war would cause the MU 60% revenues from DRAM to drop and profits to evaporate. If Intel was at all interested in MU, Intel would not have sold any of their portion back to MU.

  • alexander.dumbass alexander.dumbass Jul 17, 2015 9:32 AM Flag

    "OPTIONS MARKET IS PROBLEM THIS WEEK"

    The options market significantly affects Intel trading every day .... not just this week. You just bake that into your analysis and investment decisions.

  • alexander.dumbass alexander.dumbass Jul 16, 2015 12:36 PM Flag

    There is $10.9b in repurchase authorization. They will continue to repurchase or not as makes sense.

    " As of June 27, 2015, $10.9 billion remained available for repurchase under the existing repurchase authorization limit "

    You can still listen to the earnings call archive if you are confused about the acquisition.

    "Over the next two to three quarters, we expect to complete the acquisition of Altera for $16.7 billion. The financing plan for this acquisition is to issue $7 billion to $9 billion in new long-term debt and finance the remaining balance with our cash and short-term commercial paper. As we generate free cash flow, we expect to get back to approximately zero net cash in the second half of 2016."

  • Reply to

    LOL. Obviously no one listens to Bernstein

    by wallisweaver Jul 14, 2015 11:05 AM
    alexander.dumbass alexander.dumbass Jul 14, 2015 12:14 PM Flag

    Bernstein issued a report on Intel Thursday July 9th and lowered the price target from $32 to $29. What happened over the weekend to have Bernstein say "ooops, it should have been a downgrade to underperform with an even lower price target of $25" ???

    What happened to make their "last Thursday" analysis that incorrect? Stacy Rasgon's actions here just look bad.

  • Reply to

    Market UP HUGE, INTC up small

    by marcopubio Jul 10, 2015 12:04 PM
    alexander.dumbass alexander.dumbass Jul 10, 2015 1:22 PM Flag

    "How can all your competitors warn and miss and you not have a BAD day two, huh? Anybody? "

    .... because you are taking market share from them would be one possibility.

    I have seen this narrow trading range as we approach the dividend declaration time. It appears that some large organization arbitrages the trading in Intel shares during dividend time. Option volatility is very high and attracting traders. GS has recommended buying puts a number of times which coerces the option market maker to short shares.

  • Reply to

    are 2in1 tablets counted in Gartners PC survey ?

    by sujit_98 Jul 10, 2015 9:04 AM
    alexander.dumbass alexander.dumbass Jul 10, 2015 9:28 AM Flag

    From the Gartner Research Glossary:

    Mobile PC
    Mobile PCs meet all PC criteria but are designed to be easily moved from place to place. The system is completely self-contained and can be carried as a single unit, which includes a keyboard, a display, mass storage and the main system unit. Its power sources are alternating current (AC) or direct current (DC). Mobile PCs also include tablet devices that are distinguished by a pen-based OS, which uses a pen as a primary input device rather than a keyboard. Mobile PCs include desktop replacement, mainstream, mini-notebook, ultraportable, tablet or other mobile configurations.

    Media Tablet
    A media tablet is a device based on a touchscreen display, typically multitouch, that facilitates content entry via an on-screen keyboard. The device has a screen with a diagonal dimension that is a minimum of five inches. Media tablets feature connectivity via Wi-Fi or via 3G/4G cellular networks. Tablets typically offer day-long battery life, and lengthy standby times with instant-on access from a suspended state. Examples of media tablets are the Apple iPad, Samsung Galaxy Tab, Acer Iconia HCL ME X1, Micromax Funbook, Milagrow TabTop.

  • Reply to

    Inte's DCG makes 67% of profits

    by sujit_98 Jul 9, 2015 12:13 PM
    alexander.dumbass alexander.dumbass Jul 9, 2015 10:01 PM Flag

    "Thanks for the clarification, Grandpa Dumb***."

    You are quite welcome old timer. It is wonderful to see that you still have the capacity to understand some of what is said. I hope that I am as alert when I finally reach your age.

  • Reply to

    Inte's DCG makes 67% of profits

    by sujit_98 Jul 9, 2015 12:13 PM
    alexander.dumbass alexander.dumbass Jul 9, 2015 1:56 PM Flag

    "That's right. You are "socially" liberal, meaning you don't tip your waitresses and you order steak and lobster when the other guy says "dinner's on me." What a guy....."

    The actual definition of social liberalism is ....
    Social liberalism is a political ideology that seeks to find a balance between individual liberty and social justice.

    The label seems right. Your understanding of the term actually means is lacking though.

  • Reply to

    Inte's DCG makes 67% of profits

    by sujit_98 Jul 9, 2015 12:13 PM
    alexander.dumbass alexander.dumbass Jul 9, 2015 12:55 PM Flag

    "Alex, you never responded to my question about what you thought of the Liberal jerk that owned multiple million dollar mansions..........yet said Americans need to learn to live with less. You fired up to vote for Hillary? LMAO.."

    You are correct. Changing from the thread topic is a very good technique for a "no response" reply.

    I am a registered Republican so I am going to vote for the "Donald" first. 8-)

  • Reply to

    Inte's DCG makes 67% of profits

    by sujit_98 Jul 9, 2015 12:13 PM
    alexander.dumbass alexander.dumbass Jul 9, 2015 12:41 PM Flag

    "Nice reply. You couldn't refute any of it. 32 to 29 in 15 years with a pathetic Dividend. "
    For those who bought 15 years ago at $32 and still own INTC, the "pathetic" dividend of that time has gone up some.
    For those who bought a couple years ago below $25, less "pathetic".
    For those who additionally have traded options, Intel has been a "heck of a buy"..

  • Reply to

    Washington Post Reports NYSE trading halted.

    by mega.hurts Jul 8, 2015 11:56 AM
    alexander.dumbass alexander.dumbass Jul 8, 2015 12:17 PM Flag

    They unplugged it and are waiting a few minutes before plugging it back in.

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