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Intel Corporation Message Board

alexander.dumbass 146 posts  |  Last Activity: 11 hours ago Member since: Nov 27, 2010
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  • Reply to

    Unemployment Rate For College Grads Rises

    by intoodeep99 Apr 17, 2015 10:59 AM
    alexander.dumbass alexander.dumbass Apr 17, 2015 12:57 PM Flag

    Those with just bachelor's degree did even worse. The unemployment rate rose to 14.9% from 11.5%. Those with advanced degrees dropped to 5.4% from 9.3%.

    Seems like companies are looking more at advanced degreed candidates.

    Here is the rest of the article ....

    The U.S. Labor Department says job prospects for recent college graduates deteriorated slightly last year despite an improvement in the overall job market.

    The unemployment rate for Americans age 20 to 29 who received a four-year or advanced degree last year rose to 12.4 percent from 10.9 percent in 2013.

    But the figures are volatile, and many recruiters and campus officials say hiring this spring will be strong.

    For graduates with bachelor's degrees, unemployment climbed to 14.9 percent last year from 11.5 percent in 2013.

    For those with advanced degrees, unemployment slid to 5.4 percent from 9.3 percent.

    Overall, the economy generated 3.1 million jobs last year, the most since 1999, and the overall unemployment rate has fallen to 5.5 percent in March from 6.7 percent at the end of 2013.

  • Reply to

    Today's WSJ . .

    by jceandthegirls Apr 16, 2015 1:24 PM
    alexander.dumbass alexander.dumbass Apr 16, 2015 5:53 PM Flag

    Thanks ... those were my numbers too. It just looks like Intel would have to be in the 2014 range:
    "And Intel hasn't seen that sort of sequential gain for the period in question in six years"

  • Reply to

    Today's WSJ . .

    by jceandthegirls Apr 16, 2015 1:24 PM
    alexander.dumbass alexander.dumbass Apr 16, 2015 4:20 PM Flag

    The Intel 2015 forecast numbers seem flat from last 2014. Intel is saying that 2015 looks like 2014. Did the article authors show their math?

    Q1: $12.76B in Q1/2014 vs $12.8B in Q1/2015.

    Q2 forecast:
    Q2/2015 forecast $13.2B +/-$500mil compared with $13.831B last year. $631mil low and $131million outside the +/-$500mil range.

    2014
    $12,764(m) q1
    $13,831(m) q2
    $14,554(m) q3
    $14,721(m) q4

    $55,870(m) for 2014

  • alexander.dumbass alexander.dumbass Apr 16, 2015 10:47 AM Flag

    Rumors also point to XLNX .... that would be interesting to own a company that might not be able to use Intel fabs until ALTR exclusive expired.

    Rumors Say Intel (INTC) May Target Xilinx Inc (XLNX)
    April 16, 2015 9:49 AM EDT

  • Reply to

    I do not want to appear naive but ...

    by louisbartomeosr Apr 15, 2015 7:03 PM
    alexander.dumbass alexander.dumbass Apr 15, 2015 9:40 PM Flag

    "isn't the acquisition of " ViA " a step in the right direction, establishing INTC in the center of the mobile chip business ??? "

    No.
    Too expensive.
    Wrong product mix.

    Via Technologies PRICE/SALES is currently 21.5.
    MARKET CAP/ 21.5 = $4.68B/21.5 = $217 million

  • Reply to

    just a few notes on INTC and the markets...

    by hot1tip Apr 15, 2015 12:56 PM
    alexander.dumbass alexander.dumbass Apr 15, 2015 1:09 PM Flag

    "What is propelling stocks up in the face of all this adversity is beyond me,"

    I agree. More study would help.

    "but the impending crash, and there will be a crash, is magnifying in its' potential size with each passing day."

    I see this is beyond you too.

    "and all the beaten down bear market players will crawl out of the woods in their tattered clothes to go buy some new suits, cars and homes."

    It is good to see you are confident about your future. I predict that you might eventually be right ... some where in the future. Try to hold on until then.

  • Reply to

    6%

    by intoodeep99 Apr 15, 2015 10:37 AM
    alexander.dumbass alexander.dumbass Apr 15, 2015 10:52 AM Flag

    "That's how much more INTC needs to go up just to be where it was 9 months ago"

    To be honest, Intel is 4% higher that it was on July 15th 2014.
    TOMORROW, you can say that INTC needs to go up 6% (or so) to match the 10% gap up price on July 16th.

  • Reply to

    My take on INTC cc

    by c4h10butane Apr 15, 2015 8:02 AM
    alexander.dumbass alexander.dumbass Apr 15, 2015 9:13 AM Flag

    "Covello has never seen this aspect to INTC's business model."

    For the first time in several years, Covello did not whine about CAPEX. He did not even mention it. Secondly, GS came out with its 10 stocks to short list yesterday and 4 stocks to focus on AND .... Intel was not on the list. Covello had raised the INTC target enough to get INTC off the list. First time in years.

  • Reply to

    Looks like Wall Street...

    by intoodeep99 Apr 14, 2015 10:05 AM
    alexander.dumbass alexander.dumbass Apr 14, 2015 3:05 PM Flag

    There is something happening now in the option market. The volume of Friday 4/17 PUT option strikes are very high. There are a number of strategies that could explain the action .... both BULLISH and BEARISH but only the participants know for sure. It appears to be more like a downward tilt than BULLISH.

    $31.50 10,000 contracts
    $31.00 12,000 contracts
    $30.50 20,0000 contracts
    $30.00 18,000 contracts
    $29.50 2,000 contracts

  • Reply to

    brutal if bought over $35

    by timeforacrash Apr 14, 2015 2:44 PM
    alexander.dumbass alexander.dumbass Apr 14, 2015 2:57 PM Flag

    His ex-wife, ... but he is moderately bullish on his current girl friend.

  • alexander.dumbass alexander.dumbass Apr 14, 2015 10:41 AM Flag

    BTW ... it was just my guess. Of all the players, only the investment banker negotiating the deal and Intel are negatively affected and would benefit from a leak. The M&A guy's fee is affected and Intel wants it to happen .... IF the rumors have substance. 8-)

    Then ... big shareholders start computing how long it will take Altera to get to $54 on its own and ..... hmmmmm .... with a little help from Intel ... that could be tomorrow. They get greedy and that is what the leaker was counting on .... iMO

    $54.00 - $8.50 (ALTR cash) = $45.50 effective Intel bid
    ALTR has some debt to offset part of their cash BUT ....

    Seems like a good or at least reasonable deal.

  • alexander.dumbass alexander.dumbass Apr 14, 2015 10:05 AM Flag

    "Both Canadian Capital Management, as well as TIG Advisors, were among the big shareholders of Altera Corporation with 2.8% stake, and they sent letters to the management. The letter stressed the company’s capability to establish sufficient value on its own so that it could match the offer of Intel Corporation, Bloomberg reported."

    "It was not just the two investment firms, but other big investors of Altera have also shot out letters urging them to return to negotiations."

    "I wonder who's started this rumor."

    The rumor about the negotiations?
    The rumor about the breakdown?
    The rumor about the declined price?
    Or the content of the shareholder letters that were written and released to the public?

    #1, #2 and #3 ..= Intel
    #4 from the authors of the letters who wrote them.

  • Reply to

    Intel 10nm Delayed

    by wallisweever Apr 10, 2015 3:45 PM
    alexander.dumbass alexander.dumbass Apr 12, 2015 6:00 PM Flag

    There is no link.
    The article cited is from an opinion piece from Sep last year.
    The poster is spoofing wallisweAver.

    Who Will Lead at 10nm?
    Sep 29, 2014 - There has been a lot of discussion on SemiWiki lately around 14nm FinFET technology and who really leads and by how much. I thought it ...

  • alexander.dumbass alexander.dumbass Apr 11, 2015 5:34 PM Flag

    " It's foolish of them to offer what they offered in the first place."

    If that is true, then why did the Intel share price spike UP rather than drop?
    It seems to me that the collective market was saying just the opposite.

  • Reply to

    Why Intel Keeps Losing Money In Mobile (Op-Ed)

    by wallisweever Apr 10, 2015 7:47 PM
    alexander.dumbass alexander.dumbass Apr 10, 2015 8:18 PM Flag

    "Does that include counting the new $82 to $161 Atom-based Celerons and Pentiums, "..

    What exactly is a "mobile device" ?
    Is it just the modems and connectivity devices?
    Is it only the parts that get designed into phones?
    What happens if any CPU has a modem designed into it?
    How is WiFi and WiMax treated? Are they mobile?

    The line between mobile and not-mobile is not clear even now because the author does not know .... based on his Atom-base "PC" comment.

    The author mentions the higher "cost bloat" but forgets to point out the cost of the "process" side of the allocations. The cost of the fabs and process development is allocated across organizations and that allocation cost is a big part of the "loss" that mobile incurred.

  • Reply to

    INTC

    by intoodeep99 Apr 10, 2015 10:15 AM
    alexander.dumbass alexander.dumbass Apr 10, 2015 2:14 PM Flag

    "Which has noting to do with the 25% error in the %20 "

    Correct .... but ...
    Noone said it did.

  • Reply to

    INTC

    by intoodeep99 Apr 10, 2015 10:15 AM
    alexander.dumbass alexander.dumbass Apr 10, 2015 1:45 PM Flag

    July 15th - $31.71 close
    July 15th - $34.65 close +9.2% increase

    Intel just filled the July 15-July 16 gap.up

  • Reply to

    Raise your hand...

    by intoodeep99 Apr 10, 2015 7:29 AM
    alexander.dumbass alexander.dumbass Apr 10, 2015 9:35 AM Flag

    You may not be aware, but you are repeating the same question.
    That is a primary symptom of Alzheimer's disease. You should write yourself a note (so you won't forget) to make a doctor's appointment for diagnosis and tape it to your mirror.

  • Reply to

    wsj article

    by dianedmk Apr 9, 2015 11:14 AM
    alexander.dumbass alexander.dumbass Apr 9, 2015 2:32 PM Flag

    Previously, the supercomputer products that were affected were Xeon PHI and the Xeon DP server or extreme chip that was needed to control the PHI. The soon to be released Xeon PHI (Knights Landing) built on 14nm, Airmont cores and can operate without the Xeon controller CPU. 72 cores w/ 4 threads per core and 384GB on package memory. 512-bit AVX512 instructions .... I don't know what the package will look like but I think I might like one. 8-).

  • Reply to

    wsj article

    by dianedmk Apr 9, 2015 11:14 AM
    alexander.dumbass alexander.dumbass Apr 9, 2015 12:49 PM Flag

    "Intel was denied an export license late last fall to supply more chips associated to Chinese supercomputer projects, Intel spokesman Chuck Mulloy said Tuesday."

    and ....

    The U.S. government action effectively blocks Intel and others from selling newer chips to update the system. They must seek an export license to sell technology to be used by the four Chinese sites. Such licenses are “usually subject to a policy of denial,” according to the Commerce Department notice.

    Intel has dealt with Inspur rather than directly with the Chinese centers, said Mr. Mulloy, the Intel spokesman. He said the company was informed in August by the Commerce Department that an export license would be required to supply chips associated with previously disclosed supercomputer projects associated with Inspur.

    “Intel complied with the notification and applied for the license, which was denied,” Mr. Mulloy said.

    Despite the potential use of supercomputers for military applications, governments have rarely applied export restrictions to the technology. One potential reason is that most of components used in such systems are widely available around the world and their shipments would be hard to stop.

    China significantly lags behind the U.S. in chip design, though the government has been bankrolling research to improve the capabilities of local chip makers.

    Horst Simon, a supercomputer expert and deputy director of the U.S. Department of Energy’s Lawrence Berkeley National Laboratory, said the U.S. restrictions in the long run will help Chinese chip makers and hurt U.S. companies.

INTC
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