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Intel Corporation Message Board

billy_ray_valentine 382 posts  |  Last Activity: Apr 28, 2015 4:08 PM Member since: Apr 22, 2008
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  • Reply to

    ARM posting

    by zisdead1 Apr 28, 2015 3:15 PM
    billy_ray_valentine billy_ray_valentine Apr 28, 2015 4:08 PM Flag

    *I agree that the ARM postings are nothing but a personal issue with people that just clutter the board. The ARMH board is the appropriate place for such posts.

    Sentiment: Buy

  • Reply to

    ARM posting

    by zisdead1 Apr 28, 2015 3:15 PM
    billy_ray_valentine billy_ray_valentine Apr 28, 2015 3:58 PM Flag

    You can flag all off to[pic posts. I flag all "Stock Alerts" postings. I think it helps.

    Sentiment: Buy

  • billy_ray_valentine billy_ray_valentine Apr 28, 2015 9:38 AM Flag

    You are not very politically astute. You should stick to INTEL and try and figure why they are stumbling just as their technical began turning positive.

    Sentiment: Buy

  • Intel (NASDAQ:INTC) was upgraded by equities research analysts at Tigress Financial from a “neutral” rating to a “buy” rating in a research note issued to investors on Friday.

    Other equities research analysts have also recently issued reports about the stock. Analysts at Sanford C. Bernstein upgraded shares of Intel from an “underperform” rating to a “market perform” rating and raised their price target for the stock from $28.00 to $32.00 in a research note on Thursday. Analysts at Barclays reiterated an “equal weight” rating and set a $32.00 price target on shares of Intel in a research note on Wednesday. Analysts at FBR & Co. set a $40.00 price target on shares of Intel and gave the company a “buy” rating in a research note on Wednesday. Finally, analysts at Oppenheimer reiterated a “market perform” rating on shares of Intel in a research note on Wednesday. Four equities research analysts have rated the stock with a sell rating, fifteen have given a hold rating and twenty-two have issued a buy rating to the company’s stock. The stock has a consensus rating of “Hold” and an average price target of $36.58.

  • billy_ray_valentine by billy_ray_valentine Apr 17, 2015 9:26 AM Flag

    however , close above 33:48 to confirm. It can can just as easily flounder and reverse new :neutral" rating to :avoid" again. The stock has gone higher on better volume days recently indicating is under accumulation.

    Sentiment: Buy

  • INTC


    By: Martin Blanc
    Published: Apr 15, 2015 at 8:55 am EST

    Intel Corporation.(NASDAQ:INTC) may soon announce the acquisition of chip manufacturer VIA Telecom, a subsidiary of Taiwan-based company VIA Technologies. According to a recent report published on Next Magazine the two companies are close to finalizing an acquisition agreement that values VIA Telecom at $500 million. Next Magazine, a Taipei-based publication, however did not cite any sources in this regard.

    VIA Technologies currently has a 50% stake in Via Telecom, which means that the company would be paid half of the sale proceeds in cash. Following these reports, VIA’s stock soared by 7% on Taiwan’s stock market, reaching its upper limit for the day.

    Intel has been taking several initiatives to establish itself as a key supplier of processor chips to the smartphone and tablet segment, as PC demand continues to decline across the globe. Back in March, Intel had attempted to acquire Altera Corporation (NASDAQ:ALTR), a semiconductor manufacturer highly regarded for its programmable chips. Intel had offered to purchase Altera for $50 per share at a premium of 40%, but the deal failed to materialize as Altera‘s management deemed the offer too low.

    There is still growing speculation in the media that the two companies might renegotiate a deal. Key stakeholders in Altera such as Cadian Capital Management and TIG Advisors are insisting that the company reconsider Intel’s offer before it loses interest. These investors have also doubted Altera’s ability to generate value on its own that pars with Intel’s bid.

    Intel released its quarterly report on Tuesday after the closing bell. While the company’s revenue of $12.78 billion narrowly missed expectations of $12.82 billion, its net income of 4 cents per share was very much in line with consensus estimates. Intel’s stock subsequently surged by 4% in after-hou

  • Intel Corporation (INTC) Reportedly Intends To Buy The Chip Unit Of VIA Technologies Inc

    ALTRINTCQCOM

    by Neha Gupta · April 16, 2015 05:21 AM PDT

  • billy_ray_valentine by billy_ray_valentine Apr 15, 2015 11:56 AM Flag

    Altera and Intel did not immediately respond to requests for comment.

    Altera's upcoming earnings report on April 23 may also be on the minds of options traders as volatility expectations tend to spike ahead of earnings reports.

    But in Altera's case, the expectation for a big move in the near term is about twice as high as it has been ahead of its other recent reports.

    "While it’s hard to discern how much of the implied volatility increase is on takeover speculation and how much is because of the known event, I do expect it to still stay in the high end of the range even after earnings," Brian Overby, senior options analyst at online brokerage TradeKing in Charlotte, North Carolina, said.

    Open interest in Altera's calls, usually used for placing bullish bets on a stock, has risen to more than 310,000 contracts, up from 81,000 on May 26, according to Trade Alert.

    Calls betting on the shares rising above $45, $47 and $55 have attracted a lot of attention and now represent some of the biggest blocks of open interest in Altera's options expiring in April. Despite reports of the talks stalling, calls have outnumbered puts by a ratio of more than 3-to-1 on heavy volume.

    Still, since implied volatility only gives a sense of the risk of a big move in the stock and not the direction of the move, the elevated risk in share price could also be read to mean that Altera shares could go lower sharply if a deal does not materialize, said Gottlieb.

  • billy_ray_valentine by billy_ray_valentine Apr 15, 2015 11:11 AM Flag

    CFO Stacy Smith, noting the company’s Q2 outlook, remarked, “We believe there was an inventory burn across the worldwide PC supply chain in the first quarter, and we expected a further reduction in inventory supply chain levels in the second quarter, in anticipation of the Windows 10 launch this summer.”

    The stock has gotten two upgrades this morning, that I can see, from Wedbush’s Betsy Van Hees, and from RBC Capital’s Doug Freedman.

    Van Hees, raising her rating to Outperform from Neutral, and raising her price target to $37 from $34, writes that ”We believe we are at the trough in PCs and expect strong Q3 Q/Q growth as the supply chain replenishes for the launch of Windows 10.”

    Moreover, the situation is going to improve for Intel’s struggling mobile chip efforts, she writes:

    2H Client Computing Group (CCG) to benefit from roll-off of contra dollars. INTC is now reporting mobile in CCG. Revenue from Mobile was $202MM in 2014 and operating losses were -$4.2B, primarily impacted by contra dollars. INTC said it will reduce mobile losses by $800MM in 2015. While bears will likely balk at the strong growth needed in 2H from CCG to achieve the flat Y/Y revenue guide for 2015, we argue if mobile were to be flat at $202MM, plus the $800MM lost revenue from the contra program that provides about 3% to 4% Y/Y growth in CCG, it would make the 2H snap back needed in CCG to hit the 2015 revenue easily achievable.

    Freedman, raising the stock to Outperform from Sector Perform, and raising his target to $40 from $38, writes that “Our upgrade is about double digit data center growth driving a 25% increase in cash flow over the next 2 years. It is not about Q/Q changes in inventory and reported gross margins.”

    It’s all about data center, writes Freedman:

    The Increasing Mix of DCG has a Big Impact on INTC due to higher margins Because INTC’s operating margin on DCG is ~10% (on an absolute basis, 40% vs. 50%) higher than that of PCCG, INTC may become more driven by DCG prospec

    Sentiment: Buy

  • 7:48 EDT - RBC says investors need to not be so myopic on PCs and look at data centers as it upgrades the chip maker to buy and raises its price target $2 to $40. In a 49-page report--which points to RBC being primed to upgrade going into yesterday's 1Q report so long as the details, including updated guidance, didn't shock to the downside--it sees data-center growth helping drive "a 25% increase in cash flow over the next 2 years." Amid better-than-feared 2Q gross-margin guidance, INTC has rallied since yesterday's report and is up 3% premarket at $32.42. Shares through Tuesday were down 13% for the year.
    (END) Dow Jones Newswires

    April 15, 2015 07:48 ET (11:48 GMT)

    Sentiment: Buy

  • Intel INTC RBC Capital Mkts Sector Perform » Outperform $38 » $40

  • Other equities research analysts have also recently issued reports about the stock. Analysts at Jefferies Group set a $48.00 price target on shares of Intel and gave the company a “buy” rating in a research note on Monday. Analysts at JMP Securities upgraded shares of Intel to an “outperform” rating and set a $42.00 price target on the stock in a research note on Thursday, April 2nd. Analysts at Credit Suisse Group AG upgraded shares of Intel to an “outperform” rating and set a $50.00 price target on the stock in a research note on Thursday, April 2nd. Finally, analysts at Cowen and Company upgraded shares of Intel to a “market perform” rating and set a $36.00 price target on the stock in a research note on Tuesday, March 31st. Five equities research analysts have rated the stock with a sell rating, sixteen have given a hold rating and twenty-one have given a buy rating to the company. The stock presently has an average rating of “Hold” and an average target price of $36.46.

  • Canadian Capital Management and TIG Advisors Send Letters to Altera Corporation (ALTR)’s Management

    The pressure is mounting on Altera Corporation (NASDAQ:ALTR) management to sell itself to Intel Corporation (NASDAQ:INTC). This follows after both the companies failed to come to an agreement on pricing.

    Sentiment: Buy

  • Pacific Crest Expects Intel Corporation Q1 Earnings To Match Pre-announcement

    Pacific Crest reiterates Overweight rating on Intel (INTC), with first-quarter results expected to match the chip maker’s pre-announcement

    INTC


    By: Larry Darrell
    Published: Apr 13, 2015 at 12:47 pm EST

    In a research note published on Monday, Pacific Crest reiterated an Overweight rating on Intel Corporation's (NASDAQ:INTC) stock, with a price target of $35. The sell-side firm expects Intel’s first-quarter 2015 (1QFY15) performance to be in line with the company’s pre-announcement, following weak PC demand.

    Pacific Crest analyst, Michael McConnell, expects 1QFY15 earnings per share (EPS) of $0.40, slightly below the consensus of $0.41, estimating revenue at $12.80 billion, compared to the consensus of $12.87 billion. He also reduced EPS to $2.07 for full-year 2015, below the consensus of $2.14.

    According to Pacific Crest, recent supply-chain feedback, showing soft motherboard demand in the first-quarter, is expected to continue in the second-quarter as well. The firm expects 1QFY15 sales to decline 17% quarter-over-quarter (QoQ), making it the second-largest decline in the company’s history. However, notebook demand is expected to grow in the second-quarter with server demand also remaining solid.

    Mr. McConnell commented, “We expect tailwinds for INTC’s GM in 2H15, including less 14 nm production cost, lower subsidies in tablets, and seasonally higher shipment volumes for PCs in 2H15.” Overall, he remains positive on Intel and considers it an attractive investment opportunity at current price levels.

    Out of 50 analysts covering Intel stock, 22 rate it a Buy, 20 recommend a Hold, and 8 advocate a Sell. The 12-month consensus price target on the stock is $35.05, showing upside potential of 9.8% on current trading price.

    The stock was trading down by 0.28% at $31.84, as of 10:53 AM ED

  • Reply to

    Hillary will be the final nail in the coffin

    by boob_patrol Apr 13, 2015 10:10 AM
    billy_ray_valentine billy_ray_valentine Apr 13, 2015 10:40 AM Flag

    Hillary hot? You must be out of your mind. Try looking at recent pictures. She looks like death warmed over.

    Sentiment: Buy

  • billy_ray_valentine billy_ray_valentine Apr 11, 2015 5:05 PM Flag

    I have read various analysis of the proposed deal close to half saying it is too much money and others raving about it. What I worry about is them offering even more for the deal.

    Sentiment: Buy

  • Wall Street: Intel-Altera Deal Not Over 'Til It's Over

    John Seward , Benzinga Staff Writer Follow

    April 10, 2015 11:38am Comments

    Altera Corporation
    ALTR 2.75%
    's board may get pressured to revisit its decision to reject a $54 a share offer from Intel Corporation
    INTC 2.21%
    , analysts said Friday.

    The market gave some support to that view, with Altera opening sharply lower on the news Thursday, but then gaining as much as 12 percent in intraday trading.

    Altera changed hands recently at $43.73, up $0.40.

    "This isn't over," according to Raymond James' Hans Mosesmann, who said Intel, which has struggled as the personal computer market lags, may have leaked the unconfirmed news early Thursday to CNBC TV in a bargaining ploy.

    Several analysts said $54 a share for Altera, which makes field-programmable chips that are more versatile than Intel's standard product, would amount to a handsome offer.

    Related Link: Raymond James: Altera-Intel Deal Still On

    Unconfirmed merger talks were first reported March 27 by the Wall Street Journal.

    There may be "considerable pressure on Altera's board to resume talks," Morgan Stanley's Joseph Moore said.

    Altera would be hard-pressed to attain a share price in the low 50s in the absence of a premium offered by a merger deal, according to Moore.

    Sentiment: Buy

  • Wells Fargo notes that Intel’s revenue and profit figures for the March quarter will hit ‘bottom’ this year

    INTC


    By: Martin Blanc
    Published: Apr 9, 2015 at 9:07 am EST

    Intel Corporation’s (NASDAQ:INTC) quarterly results for the first quarter stands to signify a low point for the company in 2015, according to a thesis published by Wells Fargo. Analysts at the investment firm project immense weakness in Intel’s revenue and margins for the March quarter.

    The previous month saw Intel’s management revising its guidance for the quarter, as it slashed revenue estimates by $900 million to $ 12.8 billion. Intel made this significant change in light of the ongoing downward trend in PC demand across the globe. The company’s management cited the depreciating euro versus a strong dollar, as key factor that has hampered the overall PC demand.

    These trends are relatively recent for the company, considering that Intel reported excellent results for the December quarter. Accordingly, the PC manufacturer surpassed street expectations, as it earned 74 cents per share on revenue of $14.72 billion, versus a consensus estimate of 66 cents per share of $14.71 billion revenue. Intel’s Chief Executive Officer Brian Krzanich described this performance as ‘strong finish to a record year’.

    Analysts at Wells Fargo hold the view that the company reporting below par results in the March quarter, will not hamper its stock price. In fact these analysts believe it to be an attractive opportunity to invest in Intel shares, considering that investor expectations with regards to the company’s March quarter earnings are already low.




    Hence the investment firm has maintained its Outperform rating on Intel’s stock, which has declined 15% this year. Additionally, Wells Fargo’s research report on Intel makes note of the compa

    Sentiment: Buy

  • Reply to

    Nasty fall this AM

    by billy_ray_valentine Apr 9, 2015 9:08 AM
    billy_ray_valentine billy_ray_valentine Apr 9, 2015 9:19 AM Flag

    The "sources " still haven't been revealed, however, I believe that Altera did turn down a low 50s offer. I also believe it was stupid. It should be interesting to see how the Altera shareholders react.

    Sentiment: Buy

  • billy_ray_valentine by billy_ray_valentine Apr 9, 2015 9:08 AM Flag

    on speculation the Altera deal isn't happening.

INTC
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