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Intel Corporation Message Board

marsavian 282 posts  |  Last Activity: 5 hours ago Member since: Jun 15, 2005
  • marsavian marsavian Jun 16, 2014 7:29 PM Flag

    'With that said there is no doubt that AMD's current A8 and A10 APUs blow Intel's offerings in the same market out of the water. '

    No they don't otherwise AMD would be the major marketshare holder in PC chips and not Intel. Planet Earth is calling you and wants you to return.

  • marsavian marsavian Jun 16, 2014 7:27 PM Flag

    'So if AMD really wanted to screw Intel they could force their hand and threaten to take away that licensing. '

    This option only exists in your imagination and not in reality. The cross-licensing agreement allows Intel to use any extensions for free and without restriction.

  • Reply to

    Come Join the Dark side!

    by ozzman_is_the_best Jun 16, 2014 6:46 PM
    marsavian marsavian Jun 16, 2014 7:17 PM Flag

    You're delusional as most AMD investors usually are. There is zero chance of Apple using AMD apus. They are too hot and too anemic compared to Intel products. AMD is also stuck on 28nm until well into 2015 unlike Intel. Keep taking the funny tablets.

  • Reply to

    Intel vs AMD Is Over

    by wallisweaver Jun 16, 2014 2:51 AM
    marsavian marsavian Jun 16, 2014 6:53 PM Flag

    You are wrong, they lose rights to everything including AMD64. AMD's graphics advantage goes away with Intel's 14nm products so you have yet more marketshare loss to look forward to which consoles won't be able to compensate for. AMD is a dying company living on borrowed time and money.

  • Reply to

    Intel will be the next AAPL Higher Flyer

    by twobitlouie Jun 16, 2014 6:38 PM
    marsavian marsavian Jun 16, 2014 6:48 PM Flag

    You obviously have got very high on printing $30 ;-). $600 is a $2tn market cap and a current p/e of 320. Perhaps not just yet ;-).

  • Reply to

    Intel vs AMD Is Over

    by wallisweaver Jun 16, 2014 2:51 AM
    marsavian marsavian Jun 16, 2014 5:57 PM Flag

    Intel is allowed free access to any x86 extensions including the 64-bit which is how the cross-license works. x86 licensees must pay Intel to be allowed to use it and Intel gets any extensions for free. You would expect something like that considering x86 is an Intel designed ISA originally developed on a Intel chipset and Intel only begrudgingly allowed licensing due to the original IBM contract but after that expired it was perpetually forced on Intel afterwards due to interfering anti-trust bodies.

  • Reply to

    Gap needs to be filled at $28.40

    by backbay_bstn Jun 13, 2014 8:14 PM
    marsavian marsavian Jun 16, 2014 11:30 AM Flag

    Agree and I was only pointing out even if the gap was filled it is not necessarily a bad thing in the long run as it shakes out old weak hands from the stock. Agree also that the strength around 30 is good today and has extra significance today as stock consultant has identified a resistance point at 29.82 ± 0.3, type Single, strength 8. If this is overcome and turned into support then the gap will *not* be filled this time and the stock will march on.

    CURRENT PRICE 29.94, at resistance, 29.82 ± 0.3, type Single, strength 8


    SUPPORT BELOW -6.5% at 27.99 ± 0.28, type Single, strength 5
    -10.5% at 26.81 ± 0.27, type Double, strength 10
    -11.9% at 26.39 ± 0.26, type Triple, strength 10
    -15.2% at 25.4 ± 0.25, type Triple, strength 10
    -17.5% at 24.71 ± 0.25, type Triple, strength 9
    -18.9% at 24.29 ± 0.24, type Triple+, strength 5
    -20.7% at 23.74 ± 0.24, type Double, strength 10

  • marsavian marsavian Jun 16, 2014 6:50 AM Flag

    'Analyst James Covello believes even projections for flat revenue growth are aggressive.'

    aggressively low it seems ;-)

    'Unfortunately, 2014 looks like another year where the Street will need to be worried about estimate reductions throughout the year and we therefore believe the stock is likely to continue to underperform'

    The only underperforming was your usual incorrect ANALysis again. Time to watch some more horses running around again and perhaps ask them for investment advice while you are at it because clearly your intelligence is lower than theirs.

  • marsavian marsavian Jun 16, 2014 6:39 AM Flag

    Covello fundamentally does not understand this company. His fundamental flaw is that he views capex spending as an expense rather than the material IP asset that it is. 22nm and 14nm FinFET are material advantages in performance, power and pricing over the 28/20nm competition Intel's products have to face. 10nm FinFET is also apparently in the bag driving home the advantage in the future. As to XP refresh being only a temporary advantage well I would argue that Win8 has more than provided a negative stimulus over this to general PC sales this year that will be removed once Win9 is unveiled next year. I also feel the Haswell refresh (4.0-4.4 GHz top-end and more unlocked chips) has been overlooked by analysts for positive stimulus for future consumer sales. Covello is technically illiterate who like Mosesmann really should be in another line of work because their calls have been consistently bad over the years on semiconductor/computer companies.

  • Reply to

    Gap needs to be filled at $28.40

    by backbay_bstn Jun 13, 2014 8:14 PM
    marsavian marsavian Jun 16, 2014 6:23 AM Flag

    We need to wait a few days before pronouncing this to be a confirmed runaway gap. INTC has a lot of liquidity and I feel there still maybe a lot of investors/traders who have not taken profit between 28.5 and 29.5 and may do so over the next few days/weeks thus closing the gap. This in the grand scheme of things should not be viewed with alarm or depression by Intel bulls if it happens as it will be a natural part of consolidation and resistance weakening in the high 20s before the next move up into the 30s. An incredible amount of resistance up to 30 has been blown away already on Friday and even if the gap is closed the stock will bounce back very easily once profit-taking is done and new buyers sense upward motion again. We will know where the new immediate equilibrium point is once volume returns to normal.

  • marsavian marsavian Jun 13, 2014 5:09 AM Flag

    This armored column was later engaged by Ukrainian forces and partly destroyed.

  • unbelievable what you can buy on the black market these days ...

  • marsavian marsavian Jun 13, 2014 4:11 AM Flag

    It's pretty fortunate that MSFT still had a decent fallback o/s onto which they could all upgrade, Win 7, after messing up with Win8. Maybe when MSFT gets its consumer o/s right with Win 9 next year, consumer PCs will also get a boost which will help INTC again.

  • marsavian marsavian Jun 13, 2014 3:54 AM Flag

    Intel always warns if it is not going to make its previous forecast guidance only this time it was a positive warning.

  • Reply to

    Some more info from yesterday's SEC filing

    by cherk_on Jun 12, 2014 10:26 AM
    marsavian marsavian Jun 12, 2014 2:48 PM Flag

    ASTC should have held out for the $75m they counter offered to LMT ;-).

  • Reply to

    Some more info from yesterday's SEC filing

    by cherk_on Jun 12, 2014 10:26 AM
    marsavian marsavian Jun 12, 2014 12:29 PM Flag

    On May 16 and May 17, 2013, our Chief Executive Officer met with the Chief Executive Officer of another company in the aerospace industry to discuss a potential sale of the ASO Business. The meeting was set up by a government affairs employee of the other aerospace company, who was also in attendance. After discussion, this company decided not to pursue the purchase of the ASO Business.
    On September 19, 2013, we received approval from our board of directors to hire an investment banking firm to assist in our efforts to actively explore strategic alternatives for the ASO Business. We interviewed various investment banking firms but did not ultimately engage one.
    On October 15, 2013, a representative from Lockheed Martin approached a member of our board of directors by email, followed by a telephone call, to discuss interest in a potential strategic acquisition of the ASO Business. This same day, another representative of Lockheed Martin spoke by telephone with our Chief Executive Officer, to express interest in a potential transaction and inform him that Lockheed Martin would be providing a mutual non-disclosure agreement for review.
    On October 17, 2013, we executed the mutual non-disclosure agreement with Lockheed Martin.
    On October 24, 2013, a representative of Lockheed Martin and our Chief Executive Officer held a conference call to discuss the process for evaluating Lockheed Martin’s interest in a potential strategic transaction.
    On November 5, 2013, representatives of Lockheed Martin toured the ASO facility in Titusville, Florida and held an initial meeting with our senior management team. At the meeting, our senior management team provided an overview of the ASO Business. Following the meeting, Lockheed Martin was given access to an online dataroom prepared by the Company containing additional information regarding the Company and the ASO Business requested by Lockheed Martin.

  • Reply to

    Some more info from yesterday's SEC filing

    by cherk_on Jun 12, 2014 10:26 AM
    marsavian marsavian Jun 12, 2014 11:44 AM Flag

    The following table presents selected unaudited prospective financial information prepared by the Company as of May 1, 2014 for the fiscal years ending 2014 through 2019: = a LOT of profit ! Did not think the future manifests looked that full to me so I wonder where they got these numbers from because if true they do imply that ASO does not necessarily need to be sold. Interesting.

  • marsavian marsavian Jun 12, 2014 10:10 AM Flag

    You and others did a good job defending 1.97. You can see how much easier she floats above it. Once all the descending moving averages are turned back into support you will no longer need to support this stock and it might even support you one day ;-).

  • Reply to

    Intel supplies ‘Moorefield’ to Samsung

    by wallisweaver Jun 12, 2014 3:34 AM
    marsavian marsavian Jun 12, 2014 8:39 AM Flag

    i.e. Core-M will be 50%+ faster than the A8 and probably more.

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