"Yes it is just stupid to be short Intel now."
27,000 $28 9/18 put options have traded.
It looks like someone bought 27,000 put contracts ~ 68 cents and is in the process of selling the $26 put options ~25 cents to offset the cost of buying at 68 cents. It is a synthetic short and appears to be betting on the 9/9 Apple announcement direction.
RBC is neutral with a price target of $29.
$29 is higher than its current price with a 3.65% dividend with wide coverage.
It may be a "Strong Sell" for you but not for those who are interested in a large cap dividend stock.
Maybe it is just localized to Best Buy.
ASUS sees shortages of its laptops in Europe
Posted on Tuesday, August 25 2015 @ 15:14:22 CEST by Thomas De Maesschalck
Shen said that Europe's previous poor performance was because Microsoft's subsidies for inexpensive notebooks expired and Russia suffered from a sharp currency depreciation, but the related issues have dramatically improved recently, the paper noted.
With Windows 10's launch, clients in Europe have turned more aggressive on placing orders as consumers in the region prefer to directly purchase Windows 10-based PC products. Meanwhile, orders from clients in Asia Pacific have also been increasing as inventories have already dropped below the safety level, the paper added.
There's no word if other laptop makers are seeing a similar trend.
Asustek seeing notebook shortages in Europe, says paper
Newswatch - Aug 25, 16:04
PC demand in Europe and Asia Pacific countries has started recovering recently and Asustek Computer has even seen its notebooks suffering from shortages in Europe, according to a Chinese-language Economic Daily News (EDN) report citing Asustek CEO Jerry Shen.
"Described by Sir Richard Branson of Virgin Atlantic fame as “underpants for superheroes”, a British scientist unveils ‘smart, wearable tech’ underwear that aims to protect male fertility. "
Seems like a possible application for RealSense too.
Intel employee stock purchase shares are available for same-day selling today. Some of that appears to be occurring.
There are a couple of large option transactions today.
Friday $29 PUT 30,800 contracts currently trading at $1.05 OI 48k contracts
9/18 $28 PUT 47,000 contracts currently trading at 84 cents OI 40k contracts
They look related but I have not figured out what they are doing.
Looks like it might be "roll up/down" of a Friday position to Sep.
I say roll up/down because the strike is different and I don't know if they are long/short the Friday position.
"So 7x faster is a whole lot slower than expectations."
The memory is 1000x not 7x (the demo implementation).
If you put the 1000x (NAND) memory into a form factor where the PCI bus is the bottleneck limiter, then the memory gets throttled by the bus spec.
If you put the 1000x (NAND speeds) memory into a DRAM DIMM package, then you get the 1000x BUT .... you are slower than DRAM .... but you are non-volatile and that affects other aspects of the system.
There is lots of opportunity for confusion but it is possible to unravel it.
Intel is not even in the 10 Ten companies with China exposure. Intel exposure according to Goldman Sachs is #14 of the SP500.
# China sales exposure Company
1 83% Skyworks Solutions Inc.
2 70% Wynn Resorts, Limited
3 61% QUALCOMM Inc.
4 55% Broadcom Corp.
5 55% Micron Technology Inc.
6 54% NVIDIA Corp.
7 52% YUM! Brands Inc.
8 49% Avago Technologies Limited
9 48% Applied Materials Inc.
10 44% Texas Instruments Inc.
11 44% SanDisk Corp.
12 42% Microchip Technology Inc.
13 36% Lam Research Corp.
14 36% Intel Corp. --------------- GS says Intel #14
15 31% Mead Johnson Nutrition Co.
16 31% Altera Corp.
17 31% Corning Inc.
18 27% Amphenol Corp.
19 25% KLA-Tencor Corp.
20 24% Xilinx Inc.
21 44% Top 20 China-exposed US stocks median
For devices that spend most of their life in "sleep" mode and operate in bursts (your phone), 3dxp makes a lot of sense. Micron will be able to make the memory devices for phone vendors. Intel will integrate them in the same package without DRAM, controller, refresh, .... instant deep sleep wake up if integrated radio detects activity .... now if they can just build these in quantity at targeted costs.
"CFO Stacy Smith probably blindsided & not prepared for what China just did"
Intel regularly hedges currencies.
You have no information about how much Yuan hedging Intel had in place.
"Devaluation hurts Intel badly."
You think the Chinese ODM will buy fewer Intel CPU to install in the computer systems that they export?
Do you think the $2 higher price on a computer system will affect the number of systems sold in China?
"These were very popular in the 2010 time frame for their performance and overclocking potential"
I think the big performance win was that Intel redesigned the cache for Nehalem. When a CPU encountered a HITM (a CPU wanted data that another CPU was modifying) historically, the data was flushed to memory and it was then read back from memory to maintain memory coherency. On Nehalem, they did not flush to memory but simply passed ownership of the modified data to the new CPU and invalidated the line in the old CPU cache. It saved a memory write + read bus bandwidth and saved many cycles to access. Lots of patents owned by Intel in this area. 8-).
The Sandy Bridge CPU can be identified on the Intel ARK page. A Sandy Bridge CPU will have a Core i3/i5/i7 family with a FOUR digit number.
Core i7-2xxx for example.
If the CPU has a THREE digit number, then it is pre-Sandy Bridge.
"You crack me up, Alex"
No I don't. If I cracked you up, then you would not spend your time fabricating these sputtering responses. Please, if you want to believe what Bill O'Reilly tells you then do so. I want you to believe what you think is correct. For me, Google will continue to be my friend to verify every word that passes through him.
Old Russian Proverb: Trust but verify.
"Alex runs in as fast as he can with slobber on his lip to insult Rebuplicans"
It is quite common and wide spread to donate to your own foundations by ALL the wealthy. Do you know the difference between the public charity named the "Clinton Foundation" and the private "Clinton Family Foundation"? Bill O'Reilly and the WSJ reporters and editors didn't know so I expect that you don't either.
I however, triple fact check anything that has passed through political sources (Democratic or Republican) or repeated throughout the internet blogosphere. To do otherwise would foolish and allow myself to become a puppet of their "stories".
Ignorance can be cured by knowledge.
Stupidity is caused by ignorance compounded by arrogance and is nearly incurable.