Will this prediction be better than your earlier one?
Those who sold in AH made $1 per share more than your recommendation "IN ONLY 5 HOURS".
Sounds like "filthy advice" rather than a "filthy" stock.
I can understand why you are so upset ..... if you are following your own advice.
Last chance to sell
by itakebackmyapology • 5 hours ago Flag
Big boys will pound this filthy stock in about 5 hours
He is referring to the $1B in contra revenues with a goal to produce 40m tablets.
The simple minded math is $1B/40m = $50
Assumptions are ...
- Intel will use all $1B of the contra revenue budget they forecast
- Intel will use all $1B contra revenue in 2014
- Intel spread the $1B across exactly 40m devices.
That would make Ashraf the pumper, I guess, since I just distilled his article to its assumptions and conclusion to answer your question. If Ashraf is correct in his analysis and assumptions, then I would agree his conclusion.
"How much more PUMP do you need to make out like a bandit?"'
I don't have a goal to make out like a bandit. I don't assume the risk. I make a steady 10% to 20% annualized on options/dividends ... up ... flat .... or down. Since I write options for the premium, I do nicely if Intel is flat or up and .... if Intel is down I don't make as much.
If Ashraf is correct on his:
- guess on the Merrifield die size
- guess on the cost of a 22nm Intel wafer
- guess on the Intel wafer sort yield
- guess on the Intel package cost
- guess on the Intel final test yield
.... then the combination of the above guesses being correct will limit the Merrifield platform's penetration into the high-volume smartphone markets and Ashraf thinks the 2015 SoFIA will be needed.
"drawers that tell you when to wipe?"
8-) There is a market. Every person on earth with Anosmia (estimated to be 2 million and increasing) would buy a pair. Health industry where patients cannot communicate could be monitored continuously and would help prevent other side effects like rashes and infections.
"that watch is a pos"
So were the first LED watches. I look as the "phone watch" as a technology demo of what is possible. IF, that watch accurately monitored the glucose level of a type 1 diabetes, there is 100% interest by patients in avoiding direct blood testing. There is a LOT of interest.
8 to 17 cases per 100,000 people in Northern Europe and the U.S.,
35 cases per 100,000 people in Scandinavia,
1 cases per 100,000 people in Japan and China.
A watch is the vehicle. The important part is what SENSORS the watch can deliver.
Google glasses go on sale to the public at $1,500 a pair. The initial wearable products with value should be able to impact company revenues substantially. Google should do pretty good IF they can work around the privacy issues.
Form factor and features.
"Seeing that the price target has been raised to 30 more times than be counted over the last decade, this is no more than an attempt to manipulate the stock higher"
IMO, the GS $16 price target of down 65% is more suspect than a price target of up 15%. Don't you think?
"Have you any shame at all? Just a little bit?"
I hope that I am not the "you" referred to. If so, the answer is yes ... when appropriate. I would hope that everyone .... including those who play the extreme roles on these message boards ... have some ... and would start showing it more frequently.
" ...easily worth $75. ps with its global reach"
Until they are able to prove that there is a way to grow revenues, INTC is probably fairly valued in the $20's.
Yes, but the last time it was $27.13, ...... 8-)
I was thinking of when it came down from $29.
Good catch. My goof.
I like the $27.00 strike - 22.5 cent dividend = $26.775 for a close. But, I said that yesterday and was happily wrong. It closed at the strike.
The last time Intel was over $27, the short interest was 80m shares. If Intel breaks and holds $27 or a new 52-week high, then it will have to do it with another 160m short shares weighing down on its back. There will be Covello and crew trying to keep the technical barrier from being breached .... until the market or news weakens it.
short interest down 800k and stock price up by about a dollar.
3/31/2014 221,756,069 INTC traded around $25.50
3/14/2014 222,525,143 INTC traded around $24.50
Lots of shares available at $26.99 and $27.00, but not so many at $27.01.
Seems like buyers are just slowly chewing through shares.
I like $26.78 close ..... strike - dividend
But that will only happen if my model has clean clothes.
Looks like you posted this too early or too late.
INTC has only been up since your prediction. INTC was trading at $26.83.
You are having a real tough time trading in and out. Looks like a long way to significant profits.
3 minutes 19 seconds ago sold $26.90
Apr 8, 2014 12:43 PM long ( hi/low 26.98 26.35 )
Apr 4, 2014 1:09 PM cover ( hi/low 26.73 26.11 )
Apr 3, 2014 2:08 PM double short ( hi/low 26.46 26.14 )
Mar 31, 2014 12:41 PM short ( hi/low 26.06 25.62 )
Once the shorts are gone, then Intel should track the market fairly closely. 40% to 50% of the volume is from INDEX and SECTOR related ETF and mutal funds. Intel is a component of just about every market and tech sector index.
If the market goes up, Intel should go up.
If the market goes down, Intel should go down.
If the sub 1.0 BETA continues, then the moves should be less than 100% in either direction.
WSJ has INTC as #6 on the list of its BUY ON WEAKNESS stocks today. This list is transient but INTC is at the top today pushing on its 52-week high.
Large "money flow" into the stock. Large blocks trades on up ticks.
What do you see that looks different that what the WSJ is seeing?
"close its fab plant "
Gives an indication of the quality of reporting. Intel does not have a "fab plant" in Costa Rica. It has a assembly/test manufacturing plant there that employees the 1500 people. That assembly/test group is being combined with other groups in Asia. Intel also has an IT call center located in Costa Rica. The call center, I think, remains open.
Yesterday, BAC made a larger announcement of 3,000 people . Both Intel and BAC announcements follow the election of Citzens Action Party candidiate Luis Guillermo Solís won election in Costa Rica.
BAC announced yesterday that they were closing a Costa Rica Stunned as BofA, Intel Fire 3,000 Workers
By Isabella Cota Apr 8, 2014
"“The incoming government will have to start working, starting now, to find what the real, underlining cause of these two moves is because we need to take corrective measures,” former Finance Minister Thelmo Vargas said in an interview. “This is a strong call to the country to keeps tabs on things like the rising cost of electricity, telecommunications, wages and social guarantees.” "
This should not be a surprise to anyone who read the January headlines.
"Heartless intel cuts 2600 jobs"
No. "heartless" Intel is reducing headcount by 5,000. So far, 1,500 assembly and test workers in Costa Rica and likely 50 to 100 in the Barcelona Design Center.
"They only think of themselves, not care for workers."
Who are "themselves"??? I am not clear about who "they" are.
Executives responsible to those shareholders?
Board of Directors?
The remaining 100,000 employees?
The remaining communities where Intel continues active?
Intel to cut over 5,000 jobs
By Steve Hargreaves January 17, 2014: 7:03 PM ET
Chipmaker Intel said Friday it plans to reduce its global workforce by over 5,000 people over the next year.
There was a rumor that Intel was taking action at one of the Barcelona design centers which I think affected 50 employees.
Intel closes Costa Rica operation, cuts 1,500 jobs
By Noel Randewich
SAN FRANCISCO Tue Apr 8, 2014 4:20pm EDT