You are going to have to chose a better WHITE KNIGHT. This Year, INTC is up more and pays a higher dividend. Are all your best investment ideas performing worse than dead money?
VNQ YTD up 16.4% Yield 3.37%
INTC YTD up 23.7% Yield 3.7%
2-Jan Today %up
INTC $20.62 $25.50 23.7%
VNQ $67.74 $78.82 16.4%
NOTHING creates more geniuses than a strong BULL market with everything up.
The insecure are seen running to the front of the parade so they can think they are "leaders".
Intel will do fine.
Do you own a share?
If you don't own shares, why do you care?
If you do own shares, then why are you paying the executives so much? Isn't that stupid of you to overpay?
I think you should also do something about the toilet paper too. You are paying too much for the toilet paper and should put a 3 - sheet limit to save money.
The semis, except XLNX, NVDA and INTC, are all down. The semi sector SOX, SMH, .... are dragging down and the market up.
The SMH is down 0.2% like SOX. Looks like that might be part of the behavior. AAPL and MSFT are also down.
Samsung moved some of their product introductions up from early June. I thought they were trying to avoid Hawell product introductions that will consume lots of mindshare. I did not know about the Tizen DC.
watching this mornings transactions, there seem to be a higher than usual number of blocks at the ASK price. There was one a few minutes ago or 500,000 shares at $24.18 that went across.
The block buys are nice but the availability of shares without moving the ASK up is also surprising.
The articles turned from negative to positive on Intel and the reverse on other companies. Interesting.
Samsung's next tablet, the Galaxy 10., may feature Intel's (Nasdaq: INTC) dual-core 1.6GHz Atom CloverTrail+ chip, industry sources told CNET. Samsung typically uses ARM (Nasdaq: ARMH) processors in its Android tablets, noted the report.
Just came across the newswire.
"Digitimes reports MacBook orders are expected to grow 20% Q/Q in Q2, as Apple launches new systems sporting Intel Haswell CPUs at June's WWDC conference. "
Apple WWDC is June 10 through 14. 20% Q1/Q2 growth seems to be pretty good for a dead PC form factor. This Haswell thingy seems to be garnering substantial interest.
VERY NICE!!!! It seems like Sean's move from NVDA to AMD is taken as a sign that moving to AMD is not really a "career death sentence". Maybe moving to AMD is something better than a career death sentence.
Sean is perfectly able to spend 1 year at a company and then leveraging that job into his next "better opportunity" ... or maybe he has lost his touch.
University of New Hampshire
BSEE, Electrical and Computer Engineering
1998 – 2002
Worked at Alienware
January 2004 – January 2005 (1 year 1 month)
Responsible for working with notebook ODMs
Worked as Chief Project Manager at Russound
February 2005 – July 2006 (1 year 6 months)
Number 1 accomplishment according to him (from LinkedIn):
Create detailed schedules for all current and upcoming engineering projects and track using Microsoft Project
Worked as Chief Performance Engineer at CA (Computer Associates)
July 2006 – August 2007 (1 year 2 months)
Head of Performance Lab
Design benchmark portfolio for testing build releases for SPECTRUM network administration software
Worked as Senior Technical Marketing Manager - Windows, Windows RT, and Apple Notebooks at NVIDIA
August 2007 – Present (5 years 10 months) Austin, TX
Responsible for all GTM activities and review cycles for NVIDIA's notebook product portfolio.
"I sold Intel for 15 years"
Not true. Intel doesn't make shoes and never has.
Be sure to put this stuff on the QCOM, NVDA, AMD, Samsung, AAPL, and all the other boards. It is much worse for them especially QCOM since they are already selling below cost. .
The week before Haswell introduction?
Three weeks before new PHI introduction?
Bay Trail Introductions ??
Don't be SILLY!!!!!!!!!!!!!!!!!!
My theory is that they will be writing lots of call options when the Intel share price has moved up and the act of large quantity writing will pressure the share price back down. When the share price goes down, they seem to close out some of the position.
A $25 June Call will expire and not result in shares being assigned only if Intel finishes below $25. We will have to wait until the expiration day to see if they finish in the money.
It is very hard to tell who is writing and who is holding.
It is even harder to tell if the activity is part of a combo activity: straddle, strangle, vertical, horizontal, condor, butterfly, .... neutral, volatility, bullish, bearish, ....
It is impossible to tell if "expiring worthless" was the goal and was really a success.
Last Friday, there were 30,000 call options assigned and 20,000 put contracts. That is hardly "like they always do".
Yep. I see them too. Sounds like you think their might be something to my theory.
I was watching the June $25 CALLs earlier when they were both buying and selling the June if you assumed that the SIZE of the BID/ASK quantities tells if they are buying or selling.
I have nothing to say that it is "on purpose" with any particular goal of pushing the price higher or lower.
There are times of the year when the FAILS TO DELIVER (naked shorts) make sense as a DIVIDEND ARBITRAGE since the premium is so low and nearly 100% on the PUT.
There is a chance that this is simply a PERPETUAL dividend arbitrage where they accumulate a position during the quarter so they can take advantage of it. It does seem to throttle more on the UP side than the DOWN side.
Thanks. This is what I was thinking of. I know there are some good things about Geekbench (cross platform numbers) but I know there are some really bad things in Geekbench. The workloads they base their micro benchmarks on are strange and non-representative.
I am trying to find the quote but I thought that I heard that Geekbench is heavy on FP denormal operations which the Intel CPU handles but the ARM CPU performs a flush to zero. Did you see that article? If that is true, it impacts the ability to compare the results.
I tried to see what options they used to compile Geekbench with and could not. The compile time options make a pretty big difference. Have you seen the compile time options documented anywhere?
Do you know what price Jobs wanted to pay for the chip and what volume of chips that Apple forecast? I have not seen that information any place. If the price required by Apple was a loss for 1 million parts but a great high margin part at 100 million units, profit/loss might make a difference in the eagerness of the supplier.
One way to get your mind off the battery short life is to trim a small rectangular piece of duct tape and cover the battery icon. You can now get duct tape to match your background color and you will hardly notice it.
Qualcomm Snapdragon S4 Plus MSM8960
Processor: Dual core, 1500 MHz, Krait