It looks like the $34.50 STRIKE + DIVIDEND is a likely close.
My prediction would be no red today.
So your entire posting history is dedicated to saving everyone from Intel as a bad investment. ....
Why would you care? If you don't care, could your own personal gain be a motivation?
What has anyone on this board done to deserve your time and energy to "rescue" them?
IMO, I have no problems with someone who has a negative/positive opinion about Intel and makes a "reasonable" case for a sale/purchase. When they pretend to have my interests as their motivation, then I get quite suspicious. I assume that their personal gain carries a much higher priority.
Your first message ...
INTC at $ 35 is a bad investment
by david81242 • Aug 29, 2014 2:42 PM
the listing of intel is overrated, in fact, in 1999, in 2003 and in 2004 the top 35 was like first crisis
Dividend payment was scheduled for 9/1 (yesterday ... but holiday) so it should be reflected in your account sometime today .... depending on the broker.
INTC option pricing indicates that there is less than a 1% chance of Intel dropping to $28. There is only a 5% chance that INTC will be as low as $30 during the rest of the year and a 10% chance that it will be above $40.
I just took the probabilities from optionmonster calculation model rather than anonymous message board hyperbole.
got to optionmonster
enter INTC in the BLUE colored box
press the STRATEGY SEEK button just to the right of the quote box
MOUSE OVER the chart on the day and price to get the probability
you can extend the chart out to 2016 with the " " increase the time horizon button.
..... vague, non-specific, undocumented, negative "something"
There is Intel 14nm process.
There is the Intel Broadwell microarchitecture.
You toss those both into the blender .....
... and then you get all the SKUs for products that address the various performance segments of the market.
14nm Broadwell is the first microarchitecture TICK to NOT be released into the traditional 50W-100W desktop segment first. The first Broadwell TICK products appear to be the Intel code named products 5Y10, 5Y10a and 5Y70 Broadwell sub-5W CPUs.
I personally thought that Intel would have said something by now. I don't think there is any 14nm problems now (JMO). I have not heard of any Broadwell issues that would affect 5W parts.
If there was something bad, there would have been specific rumors leak out. The "radio silence" is impressive .... even if good or bad or neutral news.
"marco the genius :-) I may not know much about nothing, ... "
Either this is very true OR it is just part of an act.
How can you get excited about the two top execs selling 541 shares?
" ..... but, I do know "do as da INTC BTOs does."
Krzanich sold ZERO of his 283,513 shares.
James sold 541 of her directly owned 68,356 shares.
.... marco is recommending a "Hold" .... like Krzanich.
Bored? 8-) I am surprised you even read the Huffington post. I do too periodically. Doesn't the "liberal font" burn your eyes?
This is a "Who cares" .... even for us hypocrites. You really think this is "important" on the Intel Finance board ??? Chuckle.
SUU put Reid's name on the building in 2011 and Reid agreed. The Koch brother collective thought the removal campaign might be a good way to embarrass Reid. SUU is planning on putting Reid's name on a new building. Oooops.
Clips from the article ... .
"Officials at Southern Utah University in Cedar City, Utah, decided to attach Reid’s name to the school’s Outdoor Engagement Center in 2011, hoping that it would help raise money for the center."
"Reid, who attended SUU but ultimately graduated from Utah State University, said that he agreed to lend his name to the center, but noted that he had never pledged any kind of financial support."
i7-5960X, -5930K And -5820K
They use the 2011-v3 socket which (I think) is based on the X99 chipset.
Seems like you could put together a the pieces for $1,200 PLUS CPU (round numbers).
i7-5960X (8/16), -5930K (6/12) And -5820K (6/12) CPU $1,000, $600, $400
Motherboard $300 to $400
Graphics board $200 (example .... NVDA GeForce GTX 750 Ti)
16GB DDR4 2666 (PC4-21300) memory $300
Case and P/S $300
Yep. Looks like an 8-core + hyperthreading DDR4 CPU. Its $999 price tag is inline with parts it is replacing.
Intel Core i7-5960X, -5930K And -5820K CPU Review: Haswell-E Rises
By Chris Angelini, Igor Wallossek
August 29, 2014 9:00 AM
Intel turns its attention to desktop performance, unveils 8-core Haswell-E processor
Michael Brown Aug 29, 2014 9:00 AM
Intel took the wraps off its most powerful consumer CPU at the PAX video-game conference in Seattle, WA, today. Intel’s Core i7 High-end Desktop Processor Family, code-named Haswell-E, consists of three unlocked processors that support hyperthreading, DDR4 memory, and Intel’s all-new X99 chipset.
The top-of-the-line Core i7-5960X boasts eight cores (16 processor threads), 20MB of cache, and 40 PCIe 3.0 lanes. This $999 processor runs at a base clock frequency of 3.0GHz and torques up to 3.5GHz in turbo mode.
Almost went red. Dropped below $34.50 + dividend for a few minutes but stayed green. Now tracking the market and up 0.4%.
Does not appear to be SIX days in a row.
Couple questions ...... if someone might know the answer.
"10 times more than CPUs needed in units."
What does a 3G modem connect to the 3G network if it is NOT connecting a "CPU" ??
How does this compare to the previous smallest modem?
I went looking for some images of 2.5D and found the Intel patent.
X-line routing for dense multi-chip-package interconnects
US 20140117552 A1
X-line routing arrangements for dense multi-chip-package interconnects are described. In an example, an electronic signal routing structure includes a substrate. A plurality of layers of conductive traces is disposed above the substrate. A first pair of ground traces is disposed in a first of the plurality of layers of conductive traces. A signal trace is disposed in a second of the plurality of layers of conductive traces, below the first layer. A second pair of ground traces is disposed in a third of the plurality of layers of conductive traces, below the first layer. The first and second pairs of ground traces and the signal trace provide an X-pattern routing from a cross-sectional perspective.
Where did you see that?
Is Covello at GS Bank? 8-)
"I never found IV correlated to anything with at a level of significance that would make ya money."
Sort of, ..... Peace of mind has value and keeps me calm. It helps explain a lot of the Intel stock price movement. Knowing what is moving Intel stock price AND the sticky price points allows me to read the "Intel is tanking" posts with a chuckle rather than a panic.
"I betcha you don't trade on that theory. Ya gotta be on the inside, or know somebody who is, to make money playing that game."
If you are talking about IV only, then you are right. The IV simply one metric to confirm that a PUT trade is a BUY or a SELL. Knowing that helps me confirm what is pressuring Intel stock.
In general, knowledge is a good thing. It proves me calmness and comfort when the people on this board start their efforts to pressure trades. IMO, a corrupt behavior on their part.
I have not seen anything that indicates that Intel either buys their own shares OR uses puts.
I have asked the Intel Investor Relations and they have indicated that Intel contracts with an agent. Intel is being sued by what is left of Lehman Bros and the lawsuit describes in detail the terms that Lehman agreed to return shares. They were given $1 billion and they agree to purchase shares at some percentage below the average volume weighted share price over the term. It is interesting reading.
"Intel 10k Lehman Brothers lawsuit"
"Lehman Brothers Holdings Inc. and Lehman Brothers OTC Derivatives Inc. v. Intel
In May 2013, Lehman Brothers OTC Derivatives Inc. (LOTC) and Lehman Brothers Holdings Inc. (LBHI) filed an adversary complaint in the United States Bankruptcy Court in the Southern District of New York asserting claims against us arising from a 2008 contract between Intel and LOTC. Under the terms of the 2008 contract, we prepaid $1.0 billion to LOTC, in exchange for which LOTC was required to deliver to us on or before September 29, 2008, quantities of Intel common stock and cash determined by a formula set forth in the contract. LOTC's performance under the contract was secured by $1.0 billion of cash collateral. Under the terms of the contract, LOTC was obligated to deliver approximately 50 million shares of our common stock to us on September 29, 2008. LOTC failed to deliver any Intel common stock or cash, and we exercised our right of set-off against the $1.0 billion collateral. "
"Assuming you're not hedging, calls are a Bear's gambit, not puts."
8-) I guess we disagree.
"Gawd, how much longer must I suffer these quantitative fools, huh?"
I suspect you will suffer until you understand the concepts. IMO, nothing that a little DD on your part would not cure.
"that ratio is not necessarily a bearish signal."
Correct. I regularly say that and is one regular complaint about the metric. HOWEVER, when the put/call ratio gets out of whack, I go looking to see if there are any unusual volume trades. Today, there was.
"In fact, it's the best way to buy a stalk on the cheap, "
Correct again. I regularly say that. If you review my postings, I frequently recommend SELLING PUT options and I did it today in another thread today.
"Assumption: You sold the Put"
You can make your assumption but it would be a bad assumption for the 30k contracts today. I looked at the BID/ASK SIZE (more buyers or sellers) and the IMPLIED VOLATILITY (is the option premium being bid up or sold down) to make my assumption. Your assumption is inconsistent with the data I observed today.
The number of contracts that someone wanted to BUY (the BID SIZE) was 2,000 contracts for the series.
The number of contracts that someone wanted to SELL (the ASK SIZE) was 100 contracts.
There were many, many more interested buyers than sellers when I looked.
The IMPLIED VOLATILITY is related to the option PREMIUM. If the IM is higher than the surrounding series, then BUYERS are more likely. If the IM is lower, then SELLERS are more likely. The IV of that series was 15% higher than the series above and below. The IV pointed to BUYERS.
Based on the BID/ASK SIZE difference AND the elevated IV, they were being BOUGHT and NOT sold.
I tried twice to post a reply. I don't see it in messages but I do see it in TOPICS. Do you see the reply?
They could be put writers.
I look at 2 things when I make my guess. It is not fool proof no matter what the talking heads say.
1. does it look like there are more sellers or buyers
2. what is the implied volatility compared with similar options ... lower IV means sellers and higher IV means buyers
When I looked at the series, the BID SIZE was 3,000 contracts. The ASK SIZE was 100.
IV was slightly higher at the time.
P/C ration is normally around 0.5 and is 4x that normal.
Volume in the Sept 20th $34 put options is currently 30.5k and it appears that someone is buying puts at 30 cents. The Sept 20th target date is after BOTH Intel IDF and IFA2014 in Germany.
It appears like downside insurance OR a bet that Intel will drop after the two events.
The large volume PUT buying pressures the options market maker to short Intel to keep his position as neutral as possible.
Lots of rumors and looks like more will be known in Sept at IDF or IFA.
Intel grabs smartwatch maker -- report
Intel has reportedly purchased smartwatch maker Basis Science to become part of the firm's arsenal in the wearable device industry.
by Charlie Osborne
March 4, 2014 7:46 AM PST
Michael J. Fox Is Working With Intel To Make A Smartwatch App That Helps Parkinson’s Patients
Aug. 14, 2014, 12:34 PM
Intel poised to launch luxury smart bracelet at Barneys
The chipmaker, which first announced plans for the bracelet in January, is expected to unveil the wearable in the coming weeks, a person familiar with the matter told CNET.
by Ben Fox Rubin
August 25, 2014 3:18 PM PDT
Intel Will Unveil A New Luxury Smart Bracelet With A Curved Glass Display
Aug. 26, 2014, 12:59 PM