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Pfizer Inc. Message Board

billy_ray_valentine 259 posts  |  Last Activity: 53 minutes ago Member since: Apr 22, 2008
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  • yes already spewing about how the rise in price makes no sense.

    Sentiment: Buy

  • billy_ray_valentine billy_ray_valentine 1 hour 38 minutes ago Flag

    "Even if the talks go through, it still needs the regulators to approve." BFD Nothing to stop it.

  • billy_ray_valentine billy_ray_valentine 5 hours ago Flag

    down 5 cents now ;)

  • Intel in Talks to Buy Altera -- 4th Update

    7:26 pm ET March 27, 2015 (Dow Jones) Print

    By Dana Mattioli and Dana Cimilluca in New York and Don Clark in San Francisco

    Intel Corp. is in advanced talks to buy chip partner Altera Corp., according to people familiar with the matter, a move that would represent the semiconductor giant's biggest-ever acquisition.

    It wasn't immediately clear how much Intel would pay for a deal. Altera had a market capitalization of about $10.4 billion before The Wall Street Journal first reported on the talks and ended Friday valued at $13.4 billion. It would be a big bite for Intel, which has historically stuck to smaller-size acquisitions.

    The Santa Clara, Calif., company is a giant in the semiconductor business and had a market value of $151.6 billion. It is the largest maker by far of chips that supply calculating engines in PCs and server systems.

    Altera, based in San Jose, Calif., is one of the two largest makers of field-programmable gate arrays, or FPGAs, which can be configured by customers for various tasks after they are manufactured. FPGAs are widely used in phone networks, computer-networking equipment, cars and other products.

    Altera and longtime rival Xilinx Inc. have pushed FPGAs into new areas where customers once designed chips from scratch. These chips can be programmed to carry out specialized tasks like data encryption and work much faster than standard microprocessors like Intel's Xeon.

    Intel and Altera have worked together in the past. Intel, which has tried to build a new business out of manufacturing chips for other companies, in 2013 reached an agreement to offer its most advanced production process to Altera.

    Buying Altera would further solidify their manufacturing partnership, and help Intel keep its factories full. Still, a tie-up with Altera may not help Intel place more of its chips in smartphones, now a major gap in its portfolio as more computing activities take place in pocket-size product

    Sentiment: Buy

  • Reply to

    This is not justified

    by dewey_duhawk Mar 27, 2015 4:13 PM
    billy_ray_valentine billy_ray_valentine Mar 27, 2015 5:12 PM Flag

    didn't you get a premium for the sale of the options? I assume you sold Calls. You wanted somebody to buy them and lose the premium they paid. It is a zero sum game.

    Sentiment: Buy

  • billy_ray_valentine by billy_ray_valentine Mar 27, 2015 4:55 PM Flag

    Intel In Talks To Buy Altera: Report

    By Reuters on March 27 2015 4:39 PM EDT


    Intel

    Dancing spider-like robots are displayed at the Intel booth during the 2015 International Consumer Electronics Show in Las Vegas, Jan. 6, 2015. REUTERS/STEVE MARCUS

    (Reuters) - Intel Corp (INTC.O) is in talks to buy fellow chipmaker Altera Corp (ALTR.O) in a deal that would likely top $10 billion, marking the latest merger in the semiconductor business, the Wall Street Journal reported on Friday.

    An acquisition of Altera, which makes programmable chips widely used in cellphone towers, the military and other industrial applications, underscores Intel Chief Executive Officer Brian Krzanich's determination to expand into new markets as the personal computer industry looses steam.

    Terms of the potential deal and its timing were not known, the Journal said.

    Intel declined comment on what would be its largest takeover ever if a deal were to be reached. Altera did not immediately respond to a request for comment.

    Intel, the world's largest chipmaker, and Altera have already been forming a close relationship.

    In 2013, Intel agreed to manufacture chips on behalf of Altera, a major change for the world's top chipmaker, which traditionally has been unwilling to share its cutting-edge technology. Since then the two companies have also expanded their cooperation to include other kinds of chip development.

    Shares of Altera, valued at $10.4 billion at Thursday's close, were up 24.5 percent at $43.16 per share on the Nasdaq on Friday. Intel shares were up 6.4 percent to $32 onNasdaq.

    Sentiment: Buy

  • M2 Communications 03/27/2015 8:46 AM ET
    Micron and Intel Unveil New 3D NAND Flash Memory; Technology Advancements Enable Three Times More

    Micron and Intel Unveil New 3D NAND Flash Memory

    03/26/2015 12:30 PM ET

    NEWS HIGHLIGHTS

    - 3D NAND technology uses floating gate cells and enables the highest-density flash device ever developed--three times higher capacity1 than other NAND die in production.

    - Enables gum stick-sized SSDs with more than 3.5 terabytes (TB) of storage and standard 2.5-inch SSDs with greater than 10TB.

    - Innovative process architecture techniques extend Moore's Law for flash storage, bringing significant improvements in density while lowering the cost of NAND flash.

    - Micron and Intel unveil new 3D NAND technology with three times higher capacity than other NAND die in production

    BOISE, Idaho and SANTA CLARA, Calif. - Micron Technology, Inc. (Nasdaq: MU), and Intel Corporation today revealed the availability of their 3D NAND technology, the world's highest-density flash memory. Flash is the storage technology used inside the lightest laptops, fastest data centers, and nearly every cellphone, tablet and mobile device.

    This new 3D NAND technology, which was jointly developed by Intel and Micron, stacks layers of data storage cells vertically with extraordinary precision to create storage devices with three times higher capacity1 than competing NAND technologies. This enables more storage in a smaller space, bringing significant cost savings, low power usage and high performance to a range of mobile consumer devices as well as the most demanding enterprise deployments.

    Planar NAND flash memory is nearing its practical scaling li

    Sentiment: Buy

  • billy_ray_valentine billy_ray_valentine Mar 27, 2015 4:10 PM Flag

    You should really get your mind off other posters. This isn't a theater for tit for tat. Be happy.

    Sentiment: Buy

  • According To Intel Corporation (INTC) And Micron Technology, Inc. (MU) 3D NAND Flash To Triple Capacity Of SSD’s

  • Form 4 Delphi Automotive PLC For: Mar 26 Filed by: Brazier Allan J

    Top 10 News for 03/23 - 03/27: Kraft/Heinz Mega Food Merger, SanDisk Warns, Biotech Bubblicious Dow Chemical (DOW) to Separate Chlor-Alkali Unit, Merge it with Olin (OLN) Intel (INTC) in Talks to Buy Altera Corp (ALTR) - WSJ UPDATE: BlackBerry …
    StreetInsider · 11 minutes ago

    Sentiment: Buy

  • Reply to

    Like I said yesterday

    by billy_ray_valentine Mar 27, 2015 3:54 PM
    billy_ray_valentine billy_ray_valentine Mar 27, 2015 3:58 PM Flag

    I saw something on the lead in to an article, but not on the actual page.

  • billy_ray_valentine by billy_ray_valentine Mar 27, 2015 3:54 PM Flag

    Something has to give...

    Sentiment: Buy

  • Jefferies & Co.’s Mark Lipacis today advises investors to jump back into semiconductors with both hands following this week’s big rout, given that “We think TSMC has company specific issues (share loss, inventories), and observe that this is the weakest quarter in the Asia supply chain, and semis appear to be shipping below the rate of their customers.”

    reiterates a Buy rating on shares of Intel (INTC), NXP Semiconductors (NXPI), Broadcom (BRCM), Maxim Integrated Technology (MXIM), and M/A Technology Solutions Holdings (MTSI).

    For one thing, work by Lipacis’s colleague, Sundeep Bajikar, suggests remarks on Tuesday at a Credit Suisse conference by Taiwan Semiconductor Manufacturing (TSM) reflect that company’s struggles more than any broad industry problem:

    Our sense is that the concern stems from comments made by TSMC at a competitor conference about slower demand, and we think investors are extrapolating those concerns to the broader market. Jefferies Samsung analyst, Sundeep Bajikar, has argued that Samsung is taking share from TSMC at Apple and Qualcomm, and furthermore, Samsung’s use of its own slim modem in the S6 likely means lower demand for Qualcomm baseband wafers at TSMC. We also observe that TSMC inventory days are above normal, which likely means shorter lead times and lower requirement for inventory safety stock at its customers.

  • billy_ray_valentine by billy_ray_valentine Mar 27, 2015 2:50 PM Flag

    Why Walgreens Boots Alliance Should Buy Rite Aid

    Mar. 26, 2015 6:15 AM ET | 9 comments | About: Rite Aid Corporation (RAD), WBA, Includes: CVS

    Summary
    •According to the rumor-mill, it seems as though an acquisition of Rite Aid by Walgreens Boots Alliance could be in the making.
    •While the deal may have some investors scratching their heads, it actually makes a lot of sense for Walgreens to consider a purchase.
    •Furthermore, based on the competitive landscape, it's unlikely that the government would strike such a deal down on anti-trust concerns.

    Recently, rumors have begun circulating that Walgreens Boots Alliance (NASDAQ:WBA) might be interested in acquiring smaller rival Rite Aid (NYSE:RAD). As a result of these rumors, shares of the latter have risen a bit, which suggests that Mr. Market is taking the news somewhat seriously. One big concern for a follower of these businesses, however, is whether the U.S. government would prevent Walgreen from engaging in an acquisition of this magnitude on the grounds of anti-trust issues. While this is certainly a possibility, it's more likely than not that the government wouldn't mind Walgreen picking up Rite Aid.

    Sentiment: Buy

  • Reply to

    Pinheads without Shares

    by wallisweaver Mar 27, 2015 9:42 AM
    billy_ray_valentine billy_ray_valentine Mar 27, 2015 9:44 AM Flag

    Unfortunately the 50dma crossed under the 200dma. This will of course bring lots of technical selling.

  • by Neha Gupta - March 27, 2015

    Post image for Micron Technology, Inc. (MU) And Intel Corporation (INTC) Join Hands In NAND Technology
    Micron Technology, Inc. (NASDAQ:MU) and Intel Corporation (NASDAQ:INTC) are planning to take the semi-conductor industry by storm. The two giants of this industry are working together to bring new developments in the flash memory and NAND technology. They have now come up with the world’s highest density flash memory.

    In this technology, layers of data cells are stored vertically and the storage devices thus built have three times higher capacity than any of its competitors. Since the data is more while the storage space is small, this ultimately results in huge cost savings, power reduction and excellent performance. This technology can be used not only on consumer mobile devices but also for enterprise deployments.

    Here it may be noted that the Planar NAND technology has already reached its scaling limit. Hence, the 3D NAND technology is set to capture the memory industry by reason of its excellent performance and huge cost savings. This will further help in extending the use of flash storage.




    As a result of this collaboration, huge pressure has mounted upon the companies in the semi-conductor industry, related to flash memory, namely SanDisk Corporation (NASDAQ:SNDK) and various others. Micron and Intel bring with them enormous experience in this field and hence they are bound to deliver better products to live up to people’s expectations from them. Thus they are set to pose a serious threat to all their competitors in the industry who are already feeling the pressure.

    In this regard, Vice-President of Memory Technology and Solutions at Micron, Brian Shirley, has said that the collaboration of Micron and Intel has helped to create a world-class technology, presently unmatched by any of its competitors. This technology woul

    Sentiment: Buy

  • The Taiwanese chip maker fell after an RBC Capital Markets research report noted Nvidia may have allocated some of its chip production business to Samsung Electronics that would have otherwise gone to Taiwan Semiconductor, according to a Barron's report.

    The RBC analyst bases this assessment on discussions with Nvidia's management and its annual report filed with the Securities and Exchange Commission. In addition to its research that points to some of Nvidia's business going to Samsung, RBC also speculates Nvidia may also turn to Intel (INTC) for some of the chip production.

  • Intel Corporation (NASDAQ:INTC) Deemed To Launch Two-Socketed Broadwell CPUs Shortly In Q2 2015




    By Abbott Michael

    31 Views

    Intel Corporation (NASDAQ:INTC)

    NASDAQ:INTC


    bt-group-plc-logo
    BT Group plc (ADR) (NYSE:BT) Returns To Mobile Market

    Rumours are abound that Intel Corporation (NASDAQ:INTC) may come up with socketed Broadwell CPUs for myriad desktop PCs. There might be a hiatus, a short one, between launch of INTC’s Broadwell socketed CPUs and Skylake CPUs – both for desktops. The company expects to come up with two distinct LGA 1150 CPUs (Broadwell based) into the worldwide market

  • In January, Google (GOOG) stopped selling its Glass eyewear technology to consumers and closed the Explorer program in which thousands of beta testers paid upwards of $1,500 to sample the wearable device.

    The move was widely reported as Google abandoning Glass, an understandable conclusion given the market’s tepid response to the device and the absence of clear market demand. But Google executive chairman Eric Schmidt told the Wall Street Journal the media got it all wrong.

    Related

    »Google Halts Glass Consumer Sales, Ends Explorer Program

    »Intel Pours $24.8 million in Vuzix, Google Glass Wearables Rival

    “[Glass] is a big and very fundamental platform for Google,” Schmidt said. “We ended the Explorer program and the press conflated this into us canceling the whole project, which isn’t true. Google is about taking risks and there’s nothing about adjusting Glass that suggests we’re ending it.”

    Glass, he said, is similar to Google’s self-driving car project in that the vendor views it in the long-term.

    “That’s like saying the self-driving car is a disappointment because it’s not driving me around now,” he said. “These things take time.”

    What Google’s done is put Glass back under the microscope to “make it ready for users,” Schmidt told the Journal, which reported earlier this year that the vendor is working on a new, less expensive version of Glass sporting longer battery life, with better sound and an upgraded display.

    The Glass project still is being led by Ivy Ross but has been relocated from the Google X research lab of its origin and moved under the direction of Tony Fadell, the co-founder and chief executive of home automation developer Nest, which Google acquired for $3.2 billion a year ago.

    At this point, it’s not clear what changes Fadell will make to Glass to make it more consumer friendly.

    Glass, which features a processor, camera and small screen affixed to an eyeglass frame, boasts a number of important distribution agreements, most prominently

  • billy_ray_valentine by billy_ray_valentine Mar 25, 2015 3:06 PM Flag

    what a shame.

PFE
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