" Right now I have no advice."
I thought it might break $32.50 and that was my decision point. Oh well.
"hey alex, were yew the dude who solt me mine?"
Nope. I have not sold any in the last couple weeks.
Glad to see you finally have a profit in one of your holdings. I can imagine how rare that is for you.
I was thinking that it was just about time to sell some puts. 3 days consecutive down big days. Thoughts?
Just a little hyperbole.
Liliputing short clip ....
Dell outfits new laptops with Intel Braswell, AMD Carrizo chips
06/03/2015 at 8:22 AM
Dell is refreshing its laptop lineup for the summer with a series of new models will begin hittin the streets within the next few months.
The Dell Inspiron 11 3000 Series of 2-in-1 convertibles will be available with Intel Braswell chips for $350 and up starting July 29th. The Inspiron 14 and 15 laptops will be available with a choice of AMD Carrizo or Intel Braswell chips soon for $450 and up.
Dell is also adding a few new 15 inch models which are noteworthy for a few reasons, even if they’re a little big to be considered portable laptops.
As long as the number of shares does not exceed 20mill or aggregate value $200mill. Otherwise they are required to immediately file a FORM 13H indicating their actions. Once Intel makes the tender offer they are obligated to buy the shares at the advertised price.
One SEC's opinion.
"The large trader reporting rule (Rule 13h-1, Exchange Act) was adopted by the SEC in 2011. Under this rule, any person that acquires exchange-listed securities that equal or exceed 2 million shares or US$20 million during any calendar day, or 20 million shares or US$200 million during any calendar month, Must make a Form 13H filing with the SEC."
On Intel his success rate was 100% with an average return of 18%.
18.5% is somewhat below the buy-and-hold performance over the same period.
Success Rate on stock:100%
Average Return on stock: +18.5%
If you copied Ambrish Srivastava's INTC ratings since 2014 and opened each position for the duration of 1 Year, then 100% of your transactions would have been profitable with an average return of +18.5%.
How good is the BMO analyst ratings?
About the same as a coin toss.
Analyst at BMO Capital
If you copied Ambrish Srivastava's ratings since 2014 and opened each position for the duration of 1 year , then 57% of your transactions would have been profitable with an average return of +7.6%.
She was cleaning out the garage following the death of her husband and donated some old electronics. One item turned out to be 1 of the original 200 Apple I computers ever made. It is a business practice of the recycler to return half of the sales price of recycled electronics to the donor. A rather nice story.
Apple I discarded as junk sells for $200,000; mystery woman stands to get half
at 6:18 EST today, Bloomberg reported that BOTH Altera and Intel were UP in European trading. Clearly, with Intel being UP, the market disagrees with your valuation of the combined companies. It also indicates the Altera BOD was correct in saying the $54 price was too low. They know about products and product pipelines that are not publicly disclosed yet.
"Shares of Altera, which makes a broad range of low-power programmable chips, rose 6.1 percent to the equivalent of $51.83 in Frankfurt trading as of 12:09 p.m. The stock added 4 percent to $48.85 on Friday in New York, giving the San Jose, California-based company a market value of $14.7 billion."
"Intel's stock price will decrease after the deal is announced."
Both the WSJ and FT are still suggesting $54/share. I think all the price movements to date have been based on a $54 price. I think that the ALTR board tried some brinksmanship to get Intel to bump the price BUT INTC leaked some of the details to "publicly" show the ALTR board the response to a $54 ALTR offer decline.
If the market thinks the offer is "dilutive" the Intel price will go down.
The strange part has been both times the rumor gathered traction, the Intel share price has increased.
"Risk/reward for a motherboard builder is very different from risk/reward for a data center manager"
True. Since they announced the motherboard product a year ago, one could probably gauge their first year success. What would it cost to buy a motherboard?
GIGABYTE Announces Cavium ThunderX Motherboards
GIGABYTE Technology, a leading creator of high performance server hardware, and Cavium, Inc. a leading provider of semiconductor products that enable intelligent processing for enterprise, data center, cloud, wired and wireless networking, today announced a strategic partnership to deliver workload optimized server platforms based on Cavium's 64-bit ARMv8 ThunderX product family.
GIGABYTE's award winning product portfolio has been long recognized in the industry as a leader in design and innovation. With a broad offering of volume server platforms GIGABYTE has demonstrated engineering expertise in areas of system level integration of compute with I/O, large memory configurations and power optimization. With a world-wide presence GIGABYTE is uniquely positioned to accelerate the delivery and deployment of ThunderX based systems into cloud and data center.
"Those of you buying in the 37s "
The only buyers in the $37's was the panic short covering by those responding to emergency margin calls.
Seems like the source of the data surfaced from an Intel slide deck presented at HPC conference in Poland. I found the new memory structure most interesting. 4x DRAM capacity with 500x NAND performance 8-channel memory interface. It looks like SkyLake widens the memory interface and adopts persistent memory structure.
ARegister CLIP ....
"The Skylake Xeons will also have either 10Gb/sec Ethernet or 100Gb/sec Omni-Path fabrics integrated on their dies, according to the slides.
Even more intriguing, Intel promises an "all new memory architecture" that delivers persistent data at four times the capacity of DRAM but at lower cost and 500 times the speed of NAND flash.
As with the current Xeons, Intel plans to deliver versions of the Skylake chips with various integrated accelerators, including encryption and compression coprocessors, field-programmable gate arrays (FPGAs), and graphics and media transcoders."
"Is NAND really fast enough to act as DRAM?"
I think what we consider today as "NAND" is not fast enough and you address it in 4kb blocks. The 480GB Intel NAND SSD pricing seems to be "disruptive" and could be caused by poor reception by the market (they need to sell more) OR it could be caused by Intel beginning to lead a pricing shift.
I suspect that the "non-volatile DIMMSs" that Intel describes in the 2014 IDF ... is something else that has not been disclosed yet.
The Mar 8, 2014 IDF14 article was talking about enabling software for these NAND DIMMS. That was over a year ago and it seems like Intel is shortening the 14nm Broadwell life span to jump ahead to SkyLake. I can't help but think there is something causing this SkyLake pressure.
software application development using non-volatile memory dims
The paper was by ...
Andy Rudoff – Principal Engineer, Intel Corporation.
Newegg is promoting a $199 price on these Intel drives for 24 hours. That is 50% off the $399 price I paid a couple months ago. Intel said at IDF that they were working on a "persistent DRAM". It sounded like they were moving the SSD hard drive to the DRAM memory sticks. They have been talking about disruptive pricing for "NAND".
Intel 730 Series SSDSC2BP480G4R5 2.5" 480GB SATA 6Gb/s MLC Internal Solid State Drive (SSD
It looks like the "Intel Corporation CHERRYVIEW C0 PLATFORM" running Android L with 4gb memory at 2.24ghz instead of Windows 8.1 with 2gb of memory at 1.6ghz.
That strategy has worked pretty poorly for hedge funds though. I wonder why the Intel short interest is at its lowest level in over a year and still dropping if all the hedge funds are short?
Hedge Funds Bet Higher Oil; Long Apple, Short Intel
BY REINHARDT KRAUSE, INVESTOR'S BUSINESS DAILY
"Average hedge fund returns are again lagging the S&P 500, says a Goldman Sachs report, with hedge funds holding their biggest positions in the consumer discretionary, information technology, health care and energy sectors."
"Yahoo looks corrupt for not eliminating ads by these cretins"
How would Yahoo eliminate a message that says "search google for something" ??
Would they just stop people from using those three words in sequence?
Another spammer just added a "q" or "x" on the end of the search words to defeat the latest yahoo filter. Google corrects it and they were not even slowed down.
Every Yahoo filter established captures valid messages in their net and generates angry board users.
Your URL is registered by Garbage Daddy who is the registrar of choice for spammers. GD even has a service they sell that allows the registrants to be anonymous.
Your site is registered to "Bob Benson" .... you know Mad Men 8-)
Registrant Organization: Buster Bobs
Registrant Street: 6 Kalu Bhuvan, 199 L J Road
Registrant Street: Opp Vijaya Bank Shivaji Park
Registrant City: Mumbai