Z3785, Z3736F, Z3736G
The last two have a TRAY PRICE of $20.00.
They are on the Intel ARK product list. Search for BAY TRAIL and look toward the bottom of the list.
Hmmm. I wonder if I want to do that too.
I could sell a JUL 19th $31.50 CALL option for 47 cents too. That would be like selling at $31.97.
Seems like just part of the arbitraging. Since it did not stick at the $31.50 strike point, I expect it to sell back to the $31 strike + dividend = $31.22 or if the buying says strong in the market, maybe $31.50 - dividend = $31.28.
I read the numbers off the Intel schedule. 1 quarter contains 1/4 of the 52 weeks of the year but you really have to look at a WW calendar to get the exact WW calendar date.
Example. Google for article in ExtremeTech:
"Broadwell MacBook Pro and iMac could be delayed deep into 2015"
Click on INTEL TABLE in the middle of article. This tablet is an UPDATE of schedules from Intel.
COL #1: is the Intel product and product milestone.
COL #2 is the Intel schedule from workweek 19: ww19,2014
COL #3 is the Intel updated schedule from workweek 26, ww26, 2015.
The rows in the table contain some information on Intel product families.
Row #1 is the information about the Core M 5y10.
fine in that row.
The last line in ROW #1 in the column starts out:
"NARROWED 5Y10/5Y10a PROD WINDOW TO 2 WEEKS"
The lines in the first ROW, show that Intel narrowed the production release for those two products from WW28 - WW31 to WW28 - WW29.
For the last several years, the behavior of Intel trading on earnings CC day has been roughly the same. When Intel publishes their results is AH, the trading price spikes up 50 cents to $1.00. The price slowly leaks away and finishes unchanged to down as it becomes apparent that their are no up surprises. IMO, I think their are arbitragers positioning themselves and then selling or shorting AH.
I have toyed with trying to take advantage of this but ... never have. The surest way to have this pattern stop, would be for me to risk some $$$ on it continuing.
I was thinking about using options to control the shares into the AH and then trading the stock against the options. Buy some in the money calls and then shorting shares in AH against the calls.
.... or selling some in the money covered calls, assuming that the share price would drop and the drop in call option value would be nice.
.... or buy put options for the drop.
I will probably do nothing.
Today is the first day of WW29.
In WW26 (2 weeks ago), Intel updated their Broadwell release calendar. The new calendar showed a release window for their Broadwell Core M 5Y10 and 5Y10a 14nm products narrowed by 2 weeks: WW28-WW29 FROM WW28-WW31. This means that Broadwell should be production released now to Intel customers for use in their products. Something will be said about this on Tuesday at the earnings CC, if not before.
The release calendar also showed a new "F-step" milestone which would imply either/both a 14nm yield fix and/or a Broadwell functional problem that affects the desktop versions. The new target for them appears to be WW14/2015. More will also be said about the new F-step and why it exists. My guess will be 14nm yield and availability of Haswell refresh.
The Venue 7/8 Merrifield tablets will be using the Atom Z3460/Z3480 1.6GHz/2.1GHz Merrifield chips with Android 4.4 KitKat for the respective Venue 7/8 tablets.
I have seen some of the older Clovertrail+-based, Android 4.3 devices still in the channel. I think the $149.99 and $179.99 prices are the prices for the Clovertrail+, Android 4.3 tablets.
The Dell website prices the Merrifield Venue 7/8 versions at $159.99 and $199.99, or $20 more. There might be some Merrifield discounting BUT verify that the CPU is the one you want.
Atom Z3xxx is Merrifield and the tablet WILL be running Android 4.4.
It makes up a little for Wednesday when I predicted $31 PLUS dividend and INTC closed at $31.00 MINUS dividend = $30.79. The 3 dividend/option related closing prices of
2) STRIKE plus dividend, and
3) STRIKE minus dividend
.... are price points that have some gravity caused by the option market maker hedging. Low BETA and some large funds seeking extra income by arbitraging the dividend with options .... coerce the OMM trades toward those 3 price points.
It will be interesting to see the effect on trading patterns when the INTC dividend is raised to 25 cents.
I think INTC will finish in the red.
$31.00 + dividend = $31.23 close ... down 3 cents.
16.673 TTM PE is higher than historical.
Stocks trade on future expectations and the market is telling you that it expects some future growth.
The PE drops Tuesday, after market close. It will drop because of the share price drops OR because of increased earnings over last year (as Intel announced).
Current S&P 500 PE Ratio: 19.48 -0.08 (-0.41%)
4:30 pm EDT, Thu Jul 10
Min: 5.31 (Dec 1917)
Max: 123.79 (May 2009)
The PUT/CALL ratio today is currently 1.07. The typical ratio is 0.50 (twice as many call options as put options trade). The traditional way of looking at that ratio would be bearish. After a quick scan, I don't see any large volume trades, so it may not be significant.
Agree. Cancer is no laughing matter and I am pretty sure that who ever is behind walrusweener was just trying to post all possible information as negatives about Intel. All the top Intel executives have options and IMO are simply diversifying their holdings. These insiders submitted sell programs over a year ago and these sales are just being triggered by the clock. I don't know if they can cancel the programs once submitted.
Kilroy has been quiet about his condition and Intel will always respect those kind of wishes.
"Do all the insiders have cancer, or are they dumping for other reasons?"
They are likely "dumping" for other reasons. Some of the "insider sales" are simply RSU stock option vesting but these vestings appear like sales.
You asked about Kilroy and I provided you with an answer to your question.
Thomas Kilroy knows living with cancer. That is why he has been on medical leave and will not be reporting back to Intel for the Sales and Marketing position. His cancer probably has something to do with his decision to sell.
Has anyone played with the Merrifield Dell Venue tablet?
They are now being sold on Dell website with a 2-day ship date.
$150 for Venue 7
$180 for Venue 8
Android 4.4 Kitkat
There was a 5.1m share block trade at the close that brought volume to 28m and near the 30m share 30-day average. Average day. I am expect that the 5.1m share block was just balancing the books for the day's trading.
With ~40% of the market volume occurring out of sight in the dark pools, it is hard to make any informed, volume-related assumptions anymore.
Intel is driven by "value pricing", meaning that they want to maximize margin dollars. I think their primary PCIe SSD target is the enterprise customer who values the transaction time more highly. Anandtech has some very good active charts that compare SSD performance. Compare the uniform Intel performance against the other drives.
SSD drives (especially the cheap ones) performance drops off as the wear algorithms kick in. When you put them in RAID arrays, the worst drive limits the performance and therefore the response time.
anandtech ssd review intel dc p3700 NVMe
For phone-palmtop-PC's, I think that Intel will probably put a largish eDRAM victim cache on the chip and convert the device main memory to NAND. Instantaneous shutdown and startup.