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Intel Corporation Message Board

mega.hurts 209 posts  |  Last Activity: Sep 15, 2014 11:17 AM Member since: Jan 11, 2008
  • Reply to

    Discrete graphics shipments to drop in 2Q14

    by wallisweaver Jun 19, 2014 3:42 AM
    mega.hurts mega.hurts Jun 19, 2014 7:00 AM Flag

    The decline in crypto-currency mining will impact AMD far greater than Nvidia. Nvidia cards are more often preferred by video editors while AMD's cards have long been the GPU of choice among bitcoin miners. A lot of used Radeon cards are finding their way on Craigslist. This market probably isn't coming back for AMD.

  • mega.hurts mega.hurts Jun 18, 2014 10:02 AM Flag

    This is a high dollar, high margin part. Those graphic cards could run near a $1,000. If you can't justify putting this relatively low volume high margin part at the front of the queue, then nothing will make it.

  • mega.hurts mega.hurts Jun 18, 2014 9:20 AM Flag

    Tablets are useful for some activities but the notion that Android or iOS tablets were substituting PCs people were using to get work done was vastly exaggerated. Windows 2-1 devices that Asus helped popularize are the best blend of features for work and leisure that have been introduced so far.

  • Reply to

    Almost a 17 PE ???

    by backbay_bstn Jun 17, 2014 12:56 PM
    mega.hurts mega.hurts Jun 17, 2014 1:27 PM Flag

    In a growth market shares often trade not on PE but on expectations of earnings growth due to fundamental improvements in a company's competitive position. This is why growth oriented companies are better measured by gross margins or FCF. At least with respect to Intel's mobile efforts Intel is behaving like a growth company and its gross margin outlook is stellar.

    As for your dividend catalyst theory, Intel's stock predictably doubled every 18 months for years and they paid zero dividends.

  • Reply to

    Project Loon: The Technology

    by wallisweaver Jun 16, 2014 8:09 PM
    mega.hurts mega.hurts Jun 17, 2014 9:06 AM Flag

    The idea of having many unstable dirigibles to compensate for the inability to make any stable seems questionable. This is a much bigger aerospace issue than most people realize.

    Between the competing "cover the earth" projects financed by social media companies with more money than brains I'd go for the constellation of LEO (Low Earth Orbit) satellites. The technology is proven and it benefits from deep pockets.

  • Reply to

    Project Loon: The Technology

    by wallisweaver Jun 16, 2014 8:09 PM
    mega.hurts mega.hurts Jun 17, 2014 8:45 AM Flag

    About every 7-8 years somebody pitches this idea. Each startup claims they'll revolutionize the way Internet access is delivered. The first attempt was a fairly serious effort lead by General Al Haig but his aerospace friends couldn't get it to work. Years later a completely clueless penny-stock company out of Florida pitched this idea again, created a lot of news and hype, raised some serious cash and they failed.

    It sounds good on paper and the business model looks compelling (which is why it attracts the attention of investors and the media) but no one has been able to adequately stabilize the dirigible once in the stratosphere.

    So now Google is the latest to be addicted to the idea. It will generate jobs for aerospace workers but beyond that, I wouldn't get my hopes too high.

  • mega.hurts mega.hurts Jun 17, 2014 8:16 AM Flag

    There was a time when AMD's existence benefited Intel but those days are long past. In the recent past AMD did everything they could to encourage the US and every other country to bring antitrust charges against Intel, including the EU.

    And ARM is actually a better example of competition as they are very vocal how their massive ecosystem is going to take Intel's market share.

    In reality, nobody needs AMD.

  • Reply to

    Jimbo's Credentials

    by wallisweaver Jun 16, 2014 7:37 PM
    mega.hurts mega.hurts Jun 17, 2014 6:35 AM Flag

    It may be a good education for someone wanting to be a policy wonk in Washington but it's certainly not ideal to be an analyst for the semi-conductor industry. There's no finance, no math, no engineering, no physics or chemistry that would give an individual insight to what Intel does. And depending on the curriculum MBA's can be pretty fluffy too.

    Maybe Goldman doesn't want critical analysis, maybe they just want someone willing to say whatever is necessary to support the investment side of the house.

  • mega.hurts mega.hurts Jun 16, 2014 8:45 PM Flag

    LOL, Intel will throw AMD a bone, more like an anchor to make sure it sinks to the bottom.

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