% | $
Quotes you view appear here for quick access.

Intel Corporation Message Board

paul.ottelini 6 posts  |  Last Activity: Oct 29, 2015 2:10 AM Member since: Oct 12, 2007
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • paul.ottelini paul.ottelini Oct 29, 2015 2:10 AM Flag

    Qualcomm might have hoped that its days of overheating chips might be behind it but it appears the Snapdragon 820 might have the same problems of its predecessor, if the rumours are anything to go by.

    According to Business Korea Samsung is working hard to ‘stabilize’ Qualcomm’s next generation Snapdragon 820 processor. Samsung is modifying the processor’s control program to deal with its ‘heat problems’.

    Plan B involves building a radiating pipe in to its next flagship phones to stop the processor from overheating.

    It is identical to the issues the Korean company had with Qualcomm’s Snapdragon 810 processors last year. In that case Samsung decided not to use the SD810 in any of its high-end Android phones for 2015. Apparently walking away is not an option with the Galaxy S7, which we’re expecting to see hit the market towards the beginning of next year.

    Business Korea‘s sources claim that they will use the Snapdragon 820 processor in the GS7 “at all costs”, because Samsung itself is rumoured to be building the chips to Qualcomm’s specification on its own assembly lines.

    Samsung has allegedly tested at least two different versions of the Snapdragon 820 processor and intends to use the chipset primarily in the US and China. The chip itself will be the first one with Qualcomm’s hard-wired malware protection built in and reportedly boost camera and battery performance.

    While Samsung will probably be the first to use the Snapdragon 820, several other big-name manufacturers like LG and HTC are also likely to use it in their new top-tier smartphones from the first quarter of 2016. It is not clear what they will have to deal with the heating issue.

    Sentiment: Strong Buy

  • paul.ottelini by paul.ottelini Oct 25, 2015 2:08 AM Flag

    this is a 9 month high for Intel.
    Not too far from a 52 week high of $37.90 which was set on December 5, 2014.
    Looks like a breakout is happening for Intel stock.

    Sentiment: Strong Buy

  • Summit Research upgraded Intel (NASDAQ: INTC) from Hold to Buy with a price target of $40.00.

    Analyst Srini Sundararajan commented, "We are upgrading Intel to BUY from HOLD and move our price target to $40. Guidance was easily achieved in C3Q15 despite a fall in number of units due to customer preference for latest and greatest. Additionally, emerging economies were really not buying due to the strong dollar and macroeconomic concerns, though we are seeing some signs of stabilization. Future is systems with Skylake, DDR4 and Windows 10 which are doing extremely well and allowing ASP appreciation even with a tepid backdrop. Contra-revenue is no longer a contra-indicator to stay away and is within control. On smartphone, Intel has gotten religion and is trying to be all things to all people. It has defined the battle as being fought on the modem with Qualcomm. And if Samsung and TSMC pull back on capex (likely not the case), Intel's 10nm (equivalent to TSMC and Samsung's 14nm) stands a good chance of getting the foundry biz from Apple. For all these reasons, we upgrade Intel to a BUY based on 16X our FY16 EPS estimate of $2.50.

    Sentiment: Strong Buy

  • So all the mobile chip lovers that claim Qualcomm is the king of smartphones,
    think that Intel's PC market is not where you want to be.
    Well let's see where is an investors money better off.
    Even with a bad PC year, Intel is still expected to go down only a small 1.5% drop in revenue.
    Whereas QCOM is expected to drop a much bigger 5.5% in revenue.
    And the EPS for QCOM gets even worse.
    At this point in time, there could be a much better chance for Intel to pull out a positive surprise this year
    with the 6th generation core processor along with Windows 10 launch.
    Not too much excitement though for Qualcomm's offerings.

    Sentiment: Strong Buy

  • paul.ottelini by paul.ottelini Aug 29, 2015 7:00 PM Flag

    Can't remember if I asked this before,
    But recent talk of the Chinese company trying harder to acquire Micron
    company for $23 Billion or more.
    Any thoughts on this?
    I know there is very little likelihood of it being allowed to happen,
    but at the same time, doesn't the interest of a company that's willing to pay at least
    $21 a share for Micron place a floor on the stock price.

    Sentiment: Strong Buy

  • This from Russ Fischer from Seeking Alpha article.

    I think there's little doubt that Intel is in the memory business and very soon will be even more committed to the memory business.

    The two new memory technologies could represent $74 billion in growth business for Intel over the next three years.

    Processor performance has been held back by the "memory wall" for more than a decade.

    The last step in performance will be to include system memory and some level of storage in the CPU package. That last move eliminates any possibility of competition for system memory and storage, making high memory margin persistent.

    No other semiconductor company can implement this strategy because , very simply, they don't have ownership of the X86 CPU business.

    The present value of Intel with a growth rate of 25% for four years and 27% net margin and $1 dividend would be $91. Of course, those numbers are not evident today. I believe the fog will begin to clear by the end on 2015. I think we see $45 in 2016, $65 in 2017 and $85 in 2018.

    To believers, today's price of $27 is a screaming buy.

    Sentiment: Strong Buy

34.45+0.09(+0.26%)Nov 25 4:00 PMEST