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Intel Corporation Message Board

alexander.dumbass 405 posts  |  Last Activity: 23 minutes ago Member since: Nov 27, 2010
  • Reply to

    The Samsung Galaxy Alpha

    by theblueredmonk Aug 13, 2014 9:31 AM
    alexander.dumbass alexander.dumbass Aug 14, 2014 12:27 PM Flag

    "20nm base band"
    Does it make sense for the base band to be the first 20nm component?
    What can be gleaned from the first 20nm part being a base band component rather than any other part?
    Just curious.

  • Reply to

    I told you buy OVTI and sell INTCFILTH

    by itakebackmyapology Aug 13, 2014 4:43 PM
    alexander.dumbass alexander.dumbass Aug 14, 2014 12:04 PM Flag

    "Insider trading!!! "
    The thought of someone posting unsophisticated messages like these being an insider. Very, very unlikely. 8-) He is just excited about being right.

    "Give a monkey enough darts and they’ll ....." pick a buy-out target.

  • Reply to

    I told you buy OVTI and sell INTCFILTH

    by itakebackmyapology Aug 13, 2014 4:43 PM
    alexander.dumbass alexander.dumbass Aug 14, 2014 11:38 AM Flag

    "Look at OVTI today and then try bashing me."
    OK .... sort of. I think I will just add some extra OVTI information. It looks like you stumbled blindly into a buyout offer shortly before it leaked to the public. I am betting that OVTI does not do as well in the future as over the past month. 8-)

    "9:03 am OmniVision receives non-binding acquisition proposal from Hua Capital Management for $29.00/share (stock halted)"

    Congratulations on your success. It seems to have done wonders for your confidence after being wrong about Intel for so long. You had great luck picking a buy-out target.

    Please describe your future strategy for the funds.

    When do you sell OVTI?
    What do you do with the cash?

  • alexander.dumbass alexander.dumbass Aug 13, 2014 11:50 PM Flag

    "This means new revenues and growing earnings."
    Paying 5.7x revenue seems rather high for expansion. Intel is after something other than revenues. I think 2x is closer to expectation.

    The earnings history has not been made public so it is unclear whether the impact will be positive or negative.

    I suspect they are acquire IP blocks for their foundry or patents for negotiation. If the unit is profitable, it might help the mobile group out.

  • alexander.dumbass alexander.dumbass Aug 13, 2014 4:38 PM Flag

    "Still disappointed the CFO has not raised the dividend in 3 years"
    The "CFO" does not "raise" the dividend. The BOARD OF DIRECTORS "authorizes" a dividend increase as recommended by the company management team. There is no way you can know whether the CFO recommended a dividend increase or not.
    Maybe he did recommended an increase.
    Maybe he didn't.

  • alexander.dumbass alexander.dumbass Aug 13, 2014 4:12 PM Flag

    $34.23 AH. 8-) My $33.22 guess was just a TYPO.

  • Reply to

    SELL NOW BEFORE THE DIP!!

    by sam.payson Aug 13, 2014 2:32 PM
    alexander.dumbass alexander.dumbass Aug 13, 2014 2:53 PM Flag

    "Buy low, sell high."
    "The rules of gravity still apply. "
    "WHAT GOES UP MUST COME DOWN!"

    Your "rule" filled argument is "very" persuasive. 8-)

    The question is .... why are the shares behaving this way?
    IMO, it is not short covering nor buyback driven.

  • Reply to

    Alex

    by wallisweaver Aug 13, 2014 11:40 AM
    alexander.dumbass alexander.dumbass Aug 13, 2014 2:22 PM Flag

    If I were more wrong, I could be a genius. 8-)

    Intel is now out performing the market indices by a substantial margin. It is "breaking the bonds of gravity" one right after the other.

    IMO, it is not short covering but is buying. Intel does not show up on the WSJ buy on weakness or sell on strength lists so ...... it does not look like panic/urgent buying .... like short covering, ....

  • Reply to

    Alex

    by wallisweaver Aug 13, 2014 11:40 AM
    alexander.dumbass alexander.dumbass Aug 13, 2014 12:12 PM Flag

    $33.50 is one of my arbitrage gravity points ...... STRIKE price .... within market movement. INTC seems up pretty strong today so I might think that the $33.22 price looks more likely but .... depends on market current.

    or
    STRIKE - DIVIDEND ...... $33.28 .... $33.78
    STRIKE + DIVIDEND ....... $33.22 .... $33.72

    Just my empirical observations on INTC trading behavior.

  • Reply to

    Massive buyback and no Dividend increase

    by pumper_kryptonite Aug 12, 2014 2:06 PM
    alexander.dumbass alexander.dumbass Aug 12, 2014 3:59 PM Flag

    " FAB 42 sitting there empty."
    One thought about Fab42: financial engineering.

    Not only is fab42 "empty" but it is "incomplete" and therefore not adding any "depreciation" charges against income. Intel has fabs in AZ and OR up and running today and Ireland is coming online early 2015. If Intel can supply 14nm with upgrades to fully depreciated factories, then their EPS looks much better.

    Is that possible?

  • The short interest dropped by 26m shares during the last 1/2 month which is about 11 trading days.

    7/31/2014 135,371,781
    7/15/2014 161,625,885

    IMO, the shorts were closed before ex-dividend day by the 1.2million CALL option contract volume. Now, 135m shares short is very close to what I would call "normal" or "expected". 50m to 80m shares short normally and some more from the owners of the Intel convertible bonds.

  • Reply to

    Good old Alexander.Dumbutt

    by pumper_kryptonite Aug 11, 2014 5:17 PM
    alexander.dumbass alexander.dumbass Aug 11, 2014 7:38 PM Flag

    Ouch! I upset you by pointing out your simple inconsistencies with your marcopubio "the genius" ID ... When you brag about being right every day, then you are bound to step in your own mess. You could always remove the old messages that contradict your "today" message.

    "POUNCES all over any faceless Intel bashing...."
    Not "any faceless bashing" messages. There are many that I don't. Some are just so silly that they simply collapse on their own. Responding to your marcopubio the "genius" and "itakebackmyapoloty" once in a while is fun because you give them the"expert" persona ..... which is just easy to make look foolish.

    "yet sticks his head in the sand when hector_cornholes _amders says Intel is going to 50, then 80."
    I think I have said several times that I think that I was surprised Intel broke $30 so easy and then moved on up. I have said that I sold my trading part of Intel at $33.33. Today, I don't see Intel at $50 or $80 in the near future (next couple years) but I have regularly said that. You are wrong here, just like you were when you make your silly marco/itakebackmyapoloty posts earlier today, yesterday, the day before .....

    "he's done it for years and never one single word from the ultimate hypocrite"
    You obviously don't understand the definition of the word "hypocrite" and you think that someone has committed to some particular even-handed behavior. I am long and I will point our basher errors more frequently than pumpers.

    "Pathetic liberal with no true identity in this world. Just a scaring hypocrite. putz."
    I certainly feel comfortable with who I am (independent of your name calling rant). I am rather pleased that I am not the opposite .... a "ranting, name-calling non-Liberal". I think that is how you are describing yourself.

    I hope you do well in all your endeavors and especially do well in the market since that seems so important to you. I don't need you to "lose" for me to do well.

    Cheers

  • Reply to

    Alex

    by wallisweaver Aug 11, 2014 10:11 AM
    alexander.dumbass alexander.dumbass Aug 11, 2014 5:15 PM Flag

    Advancing Moore’s Law in 2014!
    audio is archived and available now.

  • alexander.dumbass alexander.dumbass Aug 11, 2014 5:09 PM Flag

    Oh ...... plus the 22.5 cent dividend.
    I guess that makes the July 15th "genius" advice worth $1.44 + $0.225 = $1.665
    Closing is on a $2 goof.
    Thanks

  • 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.

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