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Intel Corporation Message Board

alexander.dumbass 374 posts  |  Last Activity: Sep 19, 2014 11:22 AM Member since: Nov 27, 2010
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  • alexander.dumbass alexander.dumbass Aug 11, 2014 4:47 PM Flag

    "Yinz should listened to yer olde buddy marco."
    You mean ... like on July 15th when Intel closed at $31.58 and the "genius" said "sell now" !!!!!!!!!
    The "genius" advice was to lose $1.44 but .... it only took 25 days to lose the $1.44.

    $33.02 - $31.58 = $1.44

    Unless Yinz sell now, y'all ain't made nothing ...learn more

    by marcopubio • Jul 15, 2014 10:42 PM
    .

    How many of you sorry idiots had profits on INTC once, them watched em all evaporate when INTC frittered em all away, huh? Were you one of them? Do ya wanna be one of em, huh? If not, here's what to do.

    marco the genius : - ) SELL @ Da BELL and TELL INTC to go to HELL, dump their chips down a WELL, assign their CEO to a CELL where he won't be able to YELL .....

  • Reply to

    Alex

    by wallisweaver Aug 11, 2014 10:11 AM
    alexander.dumbass alexander.dumbass Aug 11, 2014 4:12 PM Flag

    About 5 minutes before the 14nm talk started, the power when out in the neighborhood. 8-( Presentation is online but voice is not yet.

    It is interesting how the "dividend arbitraging" influence theory seems to make some sense of the INTC trading patterns. Strong gravity toward price points while trading in the current of the market. My 3 favorite price points plus a couple pennies of buying pressure.

    Todays low $32.81.
    Todays high $33.24
    Close $33.02

  • Reply to

    Intel 14nm yields worrisome

    by backbay_bstn Aug 11, 2014 12:22 PM
    alexander.dumbass alexander.dumbass Aug 11, 2014 3:46 PM Flag

    Patrick Moorehead has very impressive credentials.

    I like the 3 charts on page 2 that show the transistor size, cost per mm2 of silicon and therefore the decreasing $/transistor.

    Maybe it is simple enough for analysts to understand it.

  • Reply to

    Meanwhile as INTC flat lines

    by itakebackmyapology Aug 11, 2014 11:15 AM
    alexander.dumbass alexander.dumbass Aug 11, 2014 11:46 AM Flag

    At least you have something to balance out all your losing advice.
    Your advice on Intel has been repeatedly "mistaken".
    An "imperfect" execution of the "perfect prediction scam".

    "Remember I recommended you buy this stock."
    You have said this 3 times but I cannot find where you "recommended" that anyone buy the stock.

  • Reply to

    Alex

    by wallisweaver Aug 11, 2014 10:11 AM
    alexander.dumbass alexander.dumbass Aug 11, 2014 11:37 AM Flag

    mars, ... Most of the options had years to run. Some were as new as Jan 2014 vesting with Jan 2020 expire. This was Stacy's 3rd sale ever listed. Intel has a new CEO. Some execs other than Perlmutter must be under pressure and doing the dance to the door.

    IMO, Intel execs are pleased that the options have substantial value and are booking profits.

  • Reply to

    Alex

    by wallisweaver Aug 11, 2014 10:11 AM
    alexander.dumbass alexander.dumbass Aug 11, 2014 11:03 AM Flag

    "A sale of this magnitude by a major insider adversely affects perception, not reality."
    No disagreement, other than it did not affect my perception.

    However, if the sale affects the perception of an investor/trader/.... then they should appropriately adjust their strategy and positions.

    IMO, it is unimportant, not unexpected and does not affect my perception ....
    It was unimportant when he sold at $24.05.
    It was unimportant when he sold at $24.81.

  • Reply to

    Alex

    by wallisweaver Aug 11, 2014 10:11 AM
    alexander.dumbass alexander.dumbass Aug 11, 2014 10:27 AM Flag

    "Not!"
    I agree. It is not really important.

  • Reply to

    Alex

    by wallisweaver Aug 11, 2014 10:11 AM
    alexander.dumbass alexander.dumbass Aug 11, 2014 10:15 AM Flag

    Stacy Smith just started talking on Pacific Crest Conference.
    It is a Q&A format ... seems like it started early.

  • alexander.dumbass alexander.dumbass Aug 10, 2014 11:31 PM Flag

    One hour earlier at 8am PT Intel makes a web cast presentation at:
    Pacific Crest Conference
    08/11/14 -8:00 AM PT

    There will be some VERY interesting questions.

  • alexander.dumbass by alexander.dumbass Aug 10, 2014 11:24 PM Flag

    Lenovo and HP have indicated flat rather than down but ACER is forecasting +25% increase in shipments.

  • alexander.dumbass alexander.dumbass Aug 9, 2014 7:56 PM Flag

    CISC vs RISK ..... Ooops. It will be interesting how serious this initial report really turns out to be.

    Seems pretty to easy to fix. QCOM just has to release a security patch for the TrustZone to correct it. Download new transistors and patch the hole. The new patch just enters the security hole and closes the door after itself ...... unless the door is already locked by .....

    8-)

    This does point out a larger latent problem with all "non-standard" designs. There is the primary problem of a bug in the basic architecture AND there is the larger added risk that the "roll-your-own" crowd will introduce new bugs by "optimizing" the standard design.

  • Reply to

    Get ready for the dump

    by itakebackmyapology Aug 8, 2014 11:59 PM
    alexander.dumbass alexander.dumbass Aug 9, 2014 2:57 AM Flag

    Saturday flea market ..... you have to be there BEFORE the flea market opens or all the good stuff is gone !!!!!!!!

  • Reply to

    Filthy stock

    by itakebackmyapology Aug 8, 2014 5:22 PM
    alexander.dumbass alexander.dumbass Aug 8, 2014 11:23 PM Flag

    Don't be silly! You are way too serious. I was just goofing off like itakebackmyapology. You think this is serious??? Too funny.

  • Reply to

    Filthy stock

    by itakebackmyapology Aug 8, 2014 5:22 PM
    alexander.dumbass alexander.dumbass Aug 8, 2014 7:48 PM Flag

    Time passes fast. In another 9 years, Karen will be able to legally enter the pub and share a brewsky with you too.

  • Reply to

    Filthy stock

    by itakebackmyapology Aug 8, 2014 5:22 PM
    alexander.dumbass alexander.dumbass Aug 8, 2014 7:45 PM Flag

    "Filthy stock"
    Be proud of your family !!!
    I am sure they come from FINE stock.
    It will take some work for you to attain their level but you can make it if you try!!
    Good luck!

  • This came across my Schwab INTC news feed from Reuters but I have not been able to find it anywhere else yet.

  • Reply to

    PROJECTED INTC REV GROWTH 2% ?

    by fah_rrod99 Aug 8, 2014 2:01 PM
    alexander.dumbass alexander.dumbass Aug 8, 2014 3:13 PM Flag

    "Intc 2014 ($2.18) earnings years is almost in the books, and 2015 ($2.29) are what analysis have projected. "
    Good. you are talking about revenues for revenues and earnings for earnings. 8-) thanks

    "Intc old tech can make (sustainment) money and provide a dividend, but limited stock upside with limited growth"
    Old tech? Yep.
    Make money? Yep.
    Provide a dividend? Yep.
    Limited growth? Yep. Theory of large numbers AND TAM size.
    Limited stock upside? Yep. Won't go to infinity ... 8-)

    "$33.78" ????
    Yep. That is the MEAN price target for 37 analysts who have a range of $17 through $50.
    ..... and rising. Remember that 30 days ago, it was below $30.

    I don't think the target increase this morning from $33.00 to $37.00 has been factored into the calculations. A $4.0 target increase over 37 analyst will raise the target price to near $33.68 ..... and your $0.88 increase to $0.98

    From 88 cents to 98 cents is an 11% increase today.

  • alexander.dumbass alexander.dumbass Aug 8, 2014 2:55 PM Flag

    [To $33.50? ]
    Sorry about no reply. Sometimes I don't see the replies until the next day when Yahoo sends the email summary.

    An INTC move from $32.72 to $33.50 is a 2.3% increase. The INTC BETA is 0.87 so the market would have to move 13% more than 2.3% for INTC to reach $33.50.

    Of course these are "general" thoughts don't track minute by minute. "News" changes the equation and resets the ZERO point.

    In general, I think that INTC is part of many INDICES AND SECTOR metrics and therefore INTC is influenced by the index and sector performance.

    My assumptions are:
    1. if the market is up/down 1%, INTC should be up/down 1%.
    2. if the sector is up/down 1%, INTC should be up/down 1%.
    3. arbitraging inserts STICKY POINTS along the trading path at STRIKES, STRIKES +/- DIVIDEND caused by the arbitragers.

    The sticky price point provide GRAVITY for Intel to trade their based on the arbitraging.

    Soooo .... if the market/sectors are up by 2.3% + plus enough for Intel to break through the gravity points of $32.72, $32.78, $33.00, $33.22, $33.28 .....

    The STICKY ARBITRAGE points drag down the BETA for INTC to 0.87.

  • Reply to

    PROJECTED INTC REV GROWTH 2% ?

    by fah_rrod99 Aug 8, 2014 2:01 PM
    alexander.dumbass alexander.dumbass Aug 8, 2014 2:34 PM Flag

    You have mistaken the Intel estimated revenue growth of 2.4% for the ESTIMATED EARNINGS GROWTH. The Intel earnings is expected to be from 2014 $1.89 to 2015 $2.18 or a GROWTH of 15.3%.

    15.3% seems like "some growth".

    Intel EARNINGS is highly leveraged since they have such high margins.

  • alexander.dumbass alexander.dumbass Aug 8, 2014 1:17 PM Flag

    I have looked for numbers and specifics on any of the X-Gene numbers and all I find is vague comparisons. Do you have any specifics ?

    "80% to 90% of the Xeon performance"
    .... but not which Xeon. An Anandtech article even that this performance information edited with the performance information with STRIKE THROUGH ..... Anandtech removed the performance information.

    I like the last paragraph where Singh brags about being an early mover ..... starting 5 to 6 years ago with Power PC.

    “Our advantage is early mover advantage,” replies Singh, “we started five to six years ago with Power PC and did a 64-bit chip then decided that ARM was the way to go. We have already been through all the stringent server OEM qualification cycles and we’ve shipped $1 million worth of product. We’re making headway.”

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