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Intel Corporation Message Board

parabolic_lover 47 posts  |  Last Activity: Mar 4, 2013 2:13 PM Member since: Nov 22, 1999
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  • Reply to

    SB Sell Signal Triggered Today..

    by luke.2012 Feb 15, 2013 4:21 PM
    parabolic_lover parabolic_lover Mar 4, 2013 2:13 PM Flag

    BTW... "Short selling, or shorting, stocks is a trading tactic to profit from falling stock prices. A trader who shorts a stock should be aware of any pending dividend payments by the stock. Traders shorting stocks that may pay a dividend should be aware of such consequences as the requirement to pay the dividend or possible recall of the stock."

    Most people who have been in the market for a while know this.

  • Reply to

    SB Sell Signal Triggered Today..

    by luke.2012 Feb 15, 2013 4:21 PM
    parabolic_lover parabolic_lover Mar 4, 2013 2:11 PM Flag

    UP since this forecast of doom. Remind me again NOT to listen to this paid basher.

  • Reply to

    VERY LIKELY TO FALL BACK TO THE 60$. OHH WELL

    by mystk7 Feb 2, 2013 10:11 PM
    parabolic_lover parabolic_lover Feb 3, 2013 3:13 PM Flag

    Hey buck, QCOM has paid 5.57 in dividends and INTC only 5.22. LOL at the INTC paid pumpers.

  • parabolic_lover parabolic_lover Feb 2, 2013 11:49 PM Flag

    check the chart, tell me who is on top, it ain't INTC bagholder. Glad you enjoyed my OLD posts. Since then I bought QCOM at about 13.60 in 2003 now it's 66+ sorry the same CAN'T be said for INTC. Looks like the death spiral for you guys. ahhahhahahhahhahhaha

  • parabolic_lover parabolic_lover Feb 2, 2013 11:46 PM Flag

    LOL check the ggraph, tell me who is on top, it ain't INTC LOL glad you liked my old posts. ahahhahhahaha U R the bagholder.

    http://finance.yahoo.com/q/bc?s=INTC&t=my&l=on&z=l&q=l&c=qcom

  • parabolic_lover parabolic_lover Feb 2, 2013 8:52 PM Flag

    Glad you asked:

    LOL 12/16/1991 QCOM was $0.47 split and dividend adjusted...now $66.73.

    12/16/1991 INTC was $1.10 split and dividend adjusted now $21.36

    Need I say more ????

    Have a nice weekend bagholder.

  • With smartphone and tablet sales through the roof, and lagging laptop sales that don’t show signs of resurgence any time soon, some companies are taking the hit—namely, PC-chip companies. Advanced Micro Devices (NYSE: AMD), Texas Instruments (NASDAQ: TXN), and Intel (NASDAQ: INTC) all have bad news for investors: the fourth quarter numbers weren’t great. For many, this shouldn’t be a surprise.
    Now, let’s look at Intel. Fourth quarter profit numbers revealed a 27% slide, another sign of lagging PC demands. Formerly so successful due to their market dominance in the PC chip field, Intel is now in a bind and facing the question about what to do to adapt to the way of the world. A shift in consumer interest towards tablets and smartphones has sent Intel spiraling downwards.

    Hopes that Microsoft’s new Windows 8 devices would spur sales haven’t exactly followed through. Sales numbers for the new devices haven’t shown enough to revive the PC market for Intel. So, what now?

    Intel revealed that revenue from its PC chip division sank 6% from a year earlier, pulling down total revenue 3% at a time when the company usually releases its best results. Intel predicts a further 6% slide in the current quarter.

  • Roomy Khan, the former Intel Corp. (INTC) executive twice convicted of passing illegal tips to Raj Rajaratnam, was ordered to serve one year in prison for obstructing justice after she agreed to help the U.S.

  • parabolic_lover parabolic_lover Feb 2, 2013 1:31 PM Flag

    thanks gut

  • Reply to

    QCOM doesn't "make" anything.

    by galba_imperator Feb 2, 2013 1:15 PM
    parabolic_lover parabolic_lover Feb 2, 2013 1:30 PM Flag

    except MONEY ahahhahhahhahhaa

  • Reply to

    QCOM doesn't "make" anything.

    by galba_imperator Feb 2, 2013 1:15 PM
    parabolic_lover parabolic_lover Feb 2, 2013 1:30 PM Flag

    except MONEY ahahhahhahhahhaa

  • parabolic_lover parabolic_lover Feb 2, 2013 1:29 PM Flag

    bought at $13.80 in 2003 now $66, sorry you can't say the same for INTC

  • Reply to

    We sold all our shares at 20.00 today

    by raystock48079 Nov 29, 2012 11:43 AM
    parabolic_lover parabolic_lover Feb 2, 2013 12:36 PM Flag

    smart move.

  • Intel (INTC) stock has had a rough time of late, falling over 16% year to date and over 30% from its 52-week high of $29.27 set earlier this year. On top of that, Paul Otellini announced that he will be stepping down as CEO next year, creating even more uncertainty among shareholders. This all comes as the company faces intense pressure in its chip business from the mobile and tablet markets. Qualcomm (QCOM), which recently took away Intel's position as the world's largest chip maker, is leading the way with its smartphone chips. Qualcomm chips are in basically all mobile devices, ranging from the Google's (GOOG) Droid RAZR M to Nokia's (NOK) and Microsoft's (MSFT) Lumia 920.

    This loss in market share has resulted in a contracting of margins for Intel. Intel's margins, which used to be as high as 65%, are now averaging 55%. As more and more consumers make the move to mobile devices, PC sales will continue to decrease, which ultimately has negative effects on the overall revenue that Intel can realize. Qualcomm, on the other hand, currently is in a perfect position to capitalize on this move to mobile devices, and consequently has seen its margins continue to expand.
    Even though it already seems clear that Intel is not adapting to the times, it is rumored that the company is proposing the idea of supporting Apple (AAPL) with all of its ARM chips. With tensions currently high between Apple and Samsung Electronics Co., Intel is hoping to capitalize on this opportunity to increase overall market share and gain penetration into the mobile market. Unfortunately, the overall consensus from the analyst community is that the total impact to Intel's bottom line would be minimal.

  • Qualcomm ( QCOM ), a leading CDMA chipset maker, sits at the center of a trend we see where traditional technology industry rivalries, such as AMD ( AMD ) vs. Intel ( INTC ) or AMD vs. nVidia ( NVDA ), are being overshadowed by the growing rivalry between mobile vs. PC.

    In the mobile vs. PC debate, the main drivers to a company's value are: 1) the size of the addressable market - or its "market opportunity" (number of chips sold x average price), and 2) the company's market share.

    We believe that prospects look brighter for companies in the mobile chipset business vs. those in the PC notebooks and desktop businesses, and we forecast that if Qualcomm can grow its market share to 75% from around 69% currently, this adds 11% to the current Trefis price estimate of $48.12 .

    Rising CDMA Penetration A Key

    Qualcomm's mobile chipset business is worth $35 billion, which is equal to 40% of Intel's notebook and desktop businesses combined and greater than our estimated values of nVidia and AMD combined - worth $6.7 and $5.6 billion respectively.

    Rising penetration of phones using CDMA technology, largely driven by emerging markets demand, is helping buoy Qualcomm's business. Qualcomm currently makes CDMA and WCDMA chips for cell phones competing with Texas Instruments ( TXN ), Infineon (PINK:IFFNY) and Broadcom (BRCM).
    We expect the number of CDMA chips sold to increase from 1.3 billion in 2010 to 1.8 billion by 2016, a 38% increase, and for pricing to stay relatively flat - from $16.30 to $15.30. This represents a 30% growth in market opportunity from $21 billion to nearly $28 billion.

    CDMA Mobile Chipset Market Catches up to PC Market

    The desktop business looks less attractive in the near term as we expect chip sales to increase from 136 million in 2010 to 139 million and for average prices to drop from $79.70 to $56.80 - a decrease in market opportunity of 27% from $10.8 billion to about $8 billion by 2016.

    For notebooks, we expect chip sales to increase from 177 million to 260 million and average prices should drop sharply from $101 to $81.50. This translates to a gain in market opportunity from about $18 billion to $21 billion, representing a healthy 18% climb but still smaller in market size and growth rate than Qualcomm's mobile business.

    This implies that the overall PC chipset market (desktops plus notebooks) is expected to remain about flat at around $29 billion over our forecast period while the mobile CDMA chipset market catches up, reaching $28 billion by the end of our forecast period.

    Upside from Higher Qualcomm Chipset Market Share

    If we assume Qualcomm can achieve 75% market share by 2016, similar to Intel's market share of PC chips, this adds 11% to the current price estimate. This would be a slight reversal from our current estimates and bring market share inline with 2007 levels. See our chart below.

  • Evaluating a company's Strengths, Weaknesses, Opportunities, and Threats (SWOT) allows us to develop a detailed picture of company's resources and competitive position in the market. Today, we take a look at chip maker Qualcomm (NASDAQ: QCOM), who's robust performance over the last three years has made it one of the most dominant names in Tech.

    Strengths

    OEM agnostic: Qualcomm chips are featured in iPhones, Galaxy IIIs, Nexus 4s, and Lumia 920s. No matter who wins – Apple, Samsung, Google, or Nokia – Qualcomm wins.

    Market Leader: Qualcomm chips are increasingly being deployed in high end devices, allowing it to seize a dominant share of the fast growing mobile components market. The company recently surpassed chipmaking legend Intel by market cap.
    High Volume: There are 300 million smart phone shipments coming up in 2013.

    Consistant Growth: Since 2005, Qualcomm's Market Cap has grown by +82%; Revenues have increased by +312%; EPS +177%, and Cash and ST Securities by +239%.

    War Chest: Qualcomm has $12.37 billion in cash and short term investments.

    Bumper Year: Record revenues, earnings and MSM chipset shipments driven by increasing global consumption of wireless data across a diverse range of devices, particularly smartphones. Revenues have increased +28% YoY, Non-GAAP EPS (+16%), MSM chip shipments (+22%), Total Reported Device Sales (+25%).

    Royalties: Qualcomm receives royalties on 1 billion-1.07 billion units. (And counting...)
    Emerging Markets: Emerging markets are increasingly shifting to content friendly 3G, which helped Q3 global smartphone shipments increase 44% TO 173.7 million units, according to Canalys. Since Qualcomm supplies the market leaders, this shift has given Qualcomm a big boost. Company forecasts 14% 3G/4G unit growth in 2013

    Dividends/Buybacks: Since 2003, Qualcomm has returned $19.5 billion to stockholders. QCOM shares soared from around $19 to $63 per share in the same period. $2.5 billion in stock repurchases remain under the Board's current authorization.

    Qualcomm Crushes It in 2012
    By Kyle Spencer - November 29, 2012 | Tickers: INTC, QCOM | 0 Comments

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    Kyle is a member of The Motley Fool Blog Network -- entries represent the personal opinions of our bloggers and are not formally edited.

    Evaluating a company's Strengths, Weaknesses, Opportunities, and Threats (SWOT) allows us to develop a detailed picture of company's resources and competitive position in the market. Today, we take a look at chip maker Qualcomm (NASDAQ: QCOM), who's robust performance over the last three years has made it one of the most dominant names in Tech.

    Strengths

    OEM agnostic: Qualcomm chips are featured in iPhones, Galaxy IIIs, Nexus 4s, and Lumia 920s. No matter who wins – Apple, Samsung, Google, or Nokia – Qualcomm wins.

    Market Leader: Qualcomm chips are increasingly being deployed in high end devices, allowing it to seize a dominant share of the fast growing mobile components market. The company recently surpassed chipmaking legend Intel by market cap.

    (Source: Gartner, Company Data, Nomura Estimates)

    High Volume: There are 300 million smart phone shipments coming up in 2013.

    Consistant Growth: Since 2005, Qualcomm's Market Cap has grown by +82%; Revenues have increased by +312%; EPS +177%, and Cash and ST Securities by +239%.

    War Chest: Qualcomm has $12.37 billion in cash and short term investments.

    Bumper Year: Record revenues, earnings and MSM chipset shipments driven by increasing global consumption of wireless data across a diverse range of devices, particularly smartphones. Revenues have increased +28% YoY, Non-GAAP EPS (+16%), MSM chip shipments (+22%), Total Reported Device Sales (+25%).

    Royalties: Qualcomm receives royalties on 1 billion-1.07 billion units. (And counting...)

    Qualcomm Q4/2012 results vs. Q4/2011

    (Source: Qualcomm IR)

    Emerging Markets: Emerging markets are increasingly shifting to content friendly 3G, which helped Q3 global smartphone shipments increase 44% TO 173.7 million units, according to Canalys. Since Qualcomm supplies the market leaders, this shift has given Qualcomm a big boost. Company forecasts 14% 3G/4G unit growth in 2013

    Dividends/Buybacks: Since 2003, Qualcomm has returned $19.5 billion to stockholders. QCOM shares soared from around $19 to $63 per share in the same period. $2.5 billion in stock repurchases remain under the Board's current authorization.

    (Source: Qualcomm IR)

    Institutionally Owned: 82.60% of QCOM stock is held by Institutions.

    Weaknesses

    Supply bottlenecks: Qualcomm has had to trim it's Q4 estimates due to lack of supply of its 28 nm chips.

    Where AAPL goes, QCOM follows: Despite its platform agnosticism, Qualcomm's stock tends to exhibit a strong correlation with Apple's performance.

    Bellweather Stock: Qualcomm's stock price closely mirrors the market as a whole.

    Opportunities

    1000x: Global mobile traffic roughly doubled from 2010-2011. The mobile industry is currently preparing for x1000 mobile traffic growth by 2020. This surge in volume which will require additional spectrum as well as infrastructure. Qualcomm is in an ideal position to provide the latter.

    3G China: China's 3G subscribers only account for 19% of its total subscriber base. China's top 3 mobile service providers are currently adding 10 million+ 3G subscribers a month.

    Threats

  • INTC bagholders lose

  • that's why they are here. LOLOL

  • that's why they are here. LOLOL

  • parabolic_lover parabolic_lover Feb 2, 2013 12:21 PM Flag

    SHORT INTC, THE ONLY WAY TO WIN HERE.

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