Intel Corporation Message Board

The Razer comes with the NVDA graphics 765M GPU. Do you think that the GPU might be contributing to the heat?

The MSI gaming laptop comes in various configurations of GPU. They have NVDA too. The one with the "heat problem" likely had an NVDA GPU in it also. Neither of these appear to be a Haswell problem.

Both are form factor changes from the manufacturers who have downsized their gaming machines into Ultrabook style form factors.

Are you sure these are the ones with Haswell power problems?

The Razer Blade is the thinnest, lightest gaming laptop we've ever seen.

ltrThat’s right, the new Razer Blade laptop, announced at a special Thursday press event in San Francisco, is no longer the 17-inch behemoth we once knew and (mostly) loved. That old model has been renamed the Razer Blade Pro to make room for the new Razer Blade, a 14-inch gaming machine with 8GB of RAM, an upgradeable 128 GB SSD, a discrete Nvidia GTX 765M GPU and a “fourth-generation” (read: Haswell) Intel CPU packed into an aluminum body that’s barely two-thirds of an inch thick.

His source is Intel. He is stating, as he has numerous times before, that the Intel Q2 forecasts that Intel made in January are lower than the Q1 quarter and the Q2/2012 quarter last year.

This information is not a surprise, nor new.

coinmaker77 postings are bash spam.

The only problem that I could find documented was the Gigabyte BRIX system. The GB-XM1-Haswell is a fanless micro form factor where the case doubles as the heat sink. The new 4.5 x 4.2 x 1.2" Gigabyte Brix XM1 PC supports mSATA, mPCI-E, dual display outputs, USB 3.0, and is VESA mountable. The Haswell variant's processor options range from a Core i3-4010U to a Core i7-4500U.

Haswell will self throttle to avoid thermal damage but the case on this box is used a the heat sink. Not likely a problem. Definitely not the wide spread problem you are implying.

Thermal problems at very small PCs under full load
Gigabyte Micro PC with Intel's Haswell CPU "glows"

Our test of the new " Haswell "processors has revealed that under maximum load, extremely high temperatures are reached . While this glaring weakness in the desktop user can still easily conceal, the options are limited for micro PC quickly, like a visit to Gigabyte Computex show.

Going to try again today? Maybe you will do better than yesterday.

My only caveat is that Intel will trade with the market so if the market drops by 20%, then Intel will drop too. The dotcom distortion, the 2009 EU settlement effect on earnings, ... all put a negative shadow on INTC.

IMO, one of the goals of the Intel buy back program was not to LIFT THE PRICE but to SCULPT THE CHART to make it look better for the chart readers.

Intel took a multiple hits during the 2000 decade.
It started with the dotcom bubble.
Then mid-decade with the financial collapse that whacked all their customers.
Their fast CPU stretched out the replacement cycle.

Now, the planets are lining up on the other side and IMO, buying pressure is accumulating. Form factor changes will generate a leap in productivity and cost savings. WinXP EOL where WinXP is on 38% of the machines. That is a lot of upgrades.

Interesting times.

The price is sustainable. The price ramp is not sustainable.
Intel as part of every market index is also part of every market index ETF.
The ETFs account for about half of Intel volume.

Intel will move with the market and have a slightly stronger RSI.
Of the 48 brokers issuing opinions on Intel, 24 are HOLD, 6 are UNDER PERFORM and 1 is SELL.
There is substantial probability that some of those 31 of 48 brokers will upgrade their view.

GS Covello is a $16 target SELL and he will have to do something to escape his embarrassment. I estimate he will have to do something following the Samsung announcement shortly after earnings.

NEWS trumps technical analysis.

There are about 250 trading days per year. 52 weeks x 5 days - some holidays
There are about 24 half-months.
12m share drop in the short interest would imply that there is 1m shares per day covering on average.

This is one of my assumptions that lead me to say that Intel will generally move with the market but have a stronger RSI and at times appear OVERBOUGHT on the technical indicators.

There is no way you can "hide" people buying (covering) 1mil shares per day.

The historical levels of short interest 3 years ago was in the 50 to 70 mill share range. That might have been affected by INVERSE ETF positions but I estimate that there is an extra 150m shares short that normally should not be.

nasdaq puts it up faster after close but the wsj site is good.

data through 5/30 close will be released on 6/11/2013

you can search for SHORT INTEREST DATA RELEASE and the NASDAQ link will give you the release dates which occur twice a month. They snapshot the numbers on the 1st and 15th, roll them up and release them about 10 days later.

Me too. I will wait and see. Maybe you are right, but I think it will be by accident.

I doubt that you know what you are talking about and this message and all your others are just copy/paste of something you have heard the adults talk about.

Right now, I don't take you seriously either. But me, like your friends, have to demonstrate that you are knowledgeable and are thoughtful enough to formulate your theory.

A copy/paste of my last response to your copy/paste ....
Hmmm. Lets see ..
..
You talked to some friends about a LIBOR manipulation 2 years before it became public.
They did not take you seriously.
When your story became public, you gained credibility.

Makes sense. I can understand why your friends responded to you the way they did. If you gave them as much information as you have disclosed here, your friends were acting quite responsibly.

I want to understand what you are saying but your logic does not make sense to me.
This reply of yours does not add any more information.
How about a little information about your derivative story?

You say "look at the tell tale signs" .... what signs?
You say "stagnation in the major indices" .... by what metric are you using for conclusion?
You say this happens "when large derivative players are shifting their positions" ... how do you measure that?
How can you tell they are "moving their money" so I can look for a cause and effect relationship you suggest?

Warren Buffet plays derivatives through his insurance businesses but those are either reinsured or hedged. The credit default swaps clearinghouse does not show any unusual activity. What specifically are you looking at that makes you so fearful. Where, for example, do you think that Buffett is unhedged?

What do you forecast the Intel PE ratio at that time .... and therefore EPS?
A 20 PE ratio for Intel is hard for me to imagine so that would imply earnings of $5 per share.
Going from $2 per share to $5 per share is a 250% increase over today.

At a 60% margin, what would the revenues have to be and how would Intel reach that level?

With a brand new CEO?
I doubt that Brian would do that. The Intel range is pretty wide and even if high, should fall between the rails.

I think he will let the quarter play out and let the earnings and revenue forecast be the record. There are only 10 calendar days before Intel enters the quiet time before earnings release.

Apr 16, 2013 – Intel's Quiet Period will start from the close of business on June 14 until publication of the company's second-quarter earnings release,

ARMH war chest. Building your own defenses. TrackingPoint

Bullseye from 1,000 yards: Shooting the $17,000 Linux-powered rifle

INTRODUCING THE WORLD’S FIRST PRECISION GUIDED FIREARM
A New Era Begins
At TrackingPoint, we’ve created the world’s first Precision Guided Firearms, integrating precision hardware, digital optics, and tracking technology to give you a shooting experience unmatched in the world today.

June 03 (Reuters) - If Intel can start outsourcing more of its chips to the big handset and tablet makers, then watch profits soar, says Reuters Breakingviews' Rob Cyran

You made your prediction at 2:08 pm.
Intel was $25.13 and Intel closed at $25.25. UP 95 cents.
AMD was $3.87 and AMD closed at $3.95. DOWN 5 cents.

It looks like you were HALF right. BOTH finished up.
Your bullish stock, AMD, finished 2nd.
Your bearish stock, INTC, finished next to last.

I can see why you are pleased. Ah, ... the simple pleasures. Good job.

You can also sell a CASH COVERED PUT to acquire shares. If your account is qualified for selling covered calls, then it should be OK to sell the puts.

Instead of losing shares or keeping the premium, you can get the shares and keep the premium.

Now the 6/7 $25.50 puts are trading for 51/53 cents bid/ask. with Intel trading at $25.10. That is a dime premium for a week.
The 6/7 $25 is selling for 23/24 cents.

The July $25 strike PUT is 81 cents.

GOOD BYE $25. HELLO $25.
GOOD BYE $25. HELLO $25.
GOOD BYE $25. HELLO $25.
GOOD BYE $25. HELLO $25.

I predicted a close of $24.88 based on option activity around the $25 strike, I am predicting that Intel will not hold $25 today. Intel is doing nicely, now, above $25 and up 3.5%. Intel will finish in the green.

There is lots of put activity today in the June and July expiration.
June put $23, $24, $25 of 5k, 12, 21k.
June calls $25 and $26 of 22k and 64k.

July put $23, $24, $25 of 14k, 26k, 36k.
July calls .... some $25 10k but not like June.

It looks like based on BID/ASK SIZE that the puts are being bought. Insurance to lock in profits?
The CALL ASK size is large implying selling covered calls or exiting positions.

Too many possible combinations to tell for sure,

Lets see ....
You are bashing Intel for being UP +3%
You are pumping AMD for being DOWN -3% ??

You are ascribing a cause/effect relationship between what Pete says and the price of Intel stock?
That is nearly as ridiculous as your thinking that your bash spam has any effect.

Today, it looks like you are on the wrong side of the AMD/Intel trading pattern.

If there is no covering and shorts are piling in, that would make the Intel's up performance today rather nice in the light of the down market. Thanks.

INTC excellent follow though on the breakout by Stock Consultant about 2 hours ago
INTC now a confirmed breakout above 24.48 INTC by Stock Consultant 3 hours ago