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Intel Corporation Message Board

paul.ottelini 109 posts  |  Last Activity: Oct 24, 2014 1:14 PM Member since: Oct 12, 2007
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  • Reply to

    Intel Busting Out

    by wallisweaver Oct 24, 2014 10:35 AM
    paul.ottelini paul.ottelini Oct 24, 2014 1:14 PM Flag

    Covello said that 1H14 of strong sales due to refresh will be a headwind to PC sales in 2H14.
    Well, Q3 so far states otherwise with record laptop sales and record overall chip sales and of course record server sales. His sell rating looks to be pretty costly to those that listened to him at that time.
    Stock was $28 and now is back over $33.

    Sentiment: Strong Buy

  • Reply to

    Intel Busting Out

    by wallisweaver Oct 24, 2014 10:35 AM
    paul.ottelini paul.ottelini Oct 24, 2014 1:11 PM Flag

    Here's what Covello said after Intel preannounced for Q2.

    Goldman Sachs maintained a Sell rating on Intel (NASDAQ: INTC) with a modified price target of $18.00 (from $17.00). Yesterday shares gained after Intel raised Q2 guidance. Analyst James Covello thinks strong execution is priced in.

    "We had not expected Intel to positively preannounce, and we believe the announcement illustrates improved execution under the new management team. We believe stronger enterprise PC demand is due to ongoing upgrades in 2Q14 post the end of Windows XP support in April. However, we had been surprised when Intel did not report upside to EPS earlier this year, as others in the PC supply chain experienced a pick-up in PC demand. As a result, Intel’s higher 2Q likely reflects part of the strength that peers saw in 4Q13 and 1Q14," said Covello.

    "We highlight that 1) the corporate refresh cycle in 1H14 will likely be a headwind to PC sales in 2H14 and 2015; 2) short interest is at a 1-year low, suggesting that the market has already anticipated stronger near-term fundamentals; 3) INTC’s premium EV/FCF valuation (19X vs. the group at 17X) suggests that Intel’s improved execution is already priced in. We remain Sell as capex is elevated, FCF is flat to down yoy, and we believe the company faces structural challenges," he added.

    Sentiment: Strong Buy

  • ARMH continues to go lower while Intel
    is once again moving higher.
    With Intel revenue growth better than ARMH while
    its PE is one fifth of ARM's, Intel stock price
    could work it way to passing ARM in the near
    future.

    Sentiment: Strong Buy

  • His average purchase price on IBM is around $172.
    The stock is over $10 or 6% below his purchase price.
    While he decided to take huge profits on the little amount of shares
    he had with Intel when he sold at $27 a share. Never to buy them
    back while instead decided to add more to his IBM shares.
    That decision to part with Intel denied him another 19% of gains
    as of today or as high as 31% of gains at Intel recent 52 week high.
    With much of the positive news being on Intel's side, we could be passing
    that 52 week high in the near term. With so much potential in gaining market
    share, we could see another double digit percentage of gains in 2015.

    Sentiment: Strong Buy

  • Reply to

    The Humpty Report

    by wallisweaver Oct 21, 2014 8:37 AM
    paul.ottelini paul.ottelini Oct 21, 2014 9:00 AM Flag

    I guess what AE did not understand that Intel does not take any prisoners. That ARM's true fate in survival lies in the hands of Intel. Just like AMD has been for years.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Oct 21, 2014 8:51 AM Flag

    "It's going to take more than a keyboard to pump energy into the iPad line."

    I think that more is gonna have to be Intel processors. Funny how some people buy an iPad air with about 128 GB SSD, slap on a protective cover that makes it look like a notebook and about as thick as a MacBook air and end up paying between $750 to $800. When a Mac Book air does a lot more and costs less than a few hundred more. Better to buy the cheapest iPad model and buy a MacBook air separately for an Apple fan. True differentiation between current models of iPads compared to past models is going to have to be done with the help of the much better Intel based processors.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Oct 21, 2014 8:16 AM Flag

    Tablets were being cheered as replacements for the PC. As iPhones have only been proven to be replacements for the iPods or alternatives to other smartphones. So the cannibalization analysts talk about is iPhones taking share away from iPods and competitor smartphones using ARM processors. In the end, ARMH doesn't win much or at all.
    The Mac growth was 27% year over year by the way.
    Apple's to apple's comparison, Apple's own iPad (tablet) sales are going down while their much more useful Mac sales are going up with record sales and the best growth in quite a long time.
    And better news is coming for Intel based products as the Core M series of Intel chips will make new mac books along with other competitors laptops and 2 in 1's fanless or much thinner. Making the need for expensive standalone tablets a thing of the past.
    Disingenuous, give me a break.
    Longs are not pumping the stock because Intel is doing a great job creating great value on their own.

    Sentiment: Strong Buy

  • paul.ottelini by paul.ottelini Oct 21, 2014 8:07 AM Flag

    ARMH grew revenues by $19 million or 6.3% year over year.
    Intel grew revenues by $1.1 Billion or 8% year over year.
    Looks like ARMH's 15 minutes of fame is coming to an end so to speak.
    If ARM deserves a PE of 76 with 6.3% revenue growth, then what does
    Intel deserve with 8% revenue growth.
    With Intel PE at 15, looks like Intel stock has plenty of upside left while
    ARMH stock has plenty of downside left.

    Sentiment: Strong Buy

  • Another huge drop in iPad sales.
    Expectations were for 13 million ipads,
    Apple sold 12.3 million ipads.

    Expectations were for 4.84 million Mac sales,
    Apple sold 5.52 million Macs.

    iPads use ARM based processors.
    Macs use the more expensive Intel processors.

    Sentiment: Strong Buy

  • I picked up some long term leaps last Friday's lows
    and some more today near the lows.
    This will give me reason to unload some of my
    near term calls for 2015 since I have already replaced them
    with 2016. Of course, no reason to sell the shares at this point
    given the nice and very safe dividend.
    Did you get a chance to add to your position?
    Intel's upcoming and most certain buyback action
    should give stock some boost during the quarter
    after the weak hands have been shaken off.
    And Morgan Stanley's call will be pretty much a joke
    as Goldman has been for many years now.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Oct 15, 2014 10:52 AM Flag

    Thanks for that post.

    Morgan Stanley's thoughts are a complete joke.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Oct 15, 2014 10:50 AM Flag

    Intel is a great company with great abilities.
    They do everything in house. They will win in the end.
    The stock should have no problem going to $40's as
    they are guiding conservative and will continue to beat
    estimates and their own guidance.
    Many of the fears that were being created about
    tablets cannibalizing PC's have obviously been
    proven false. Double digit growth in laptop sales
    is huge, but 21% growth is what Intel just gave us which is amazing.
    Smart investors will hold on to shares.
    I will actually add more Intel.
    Looking for some good calls to buy for 2016.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Oct 15, 2014 10:45 AM Flag

    Thanks for posting.

    Sentiment: Strong Buy

  • The firm downgraded Intel back in November 3, 2009.
    The stock dropped from $19.01 down to $18.50 on that day.
    Stock did not go much lower after that and went on a rally in
    the next four months to trade above $24.

    MORGAN STANLEY HAS BEEN VERY WRONG MANY TIMES BEFORE.

    Sentiment: Strong Buy

  • paul.ottelini by paul.ottelini Oct 15, 2014 9:18 AM Flag

    RBC Capital analyst Doug Freedman bumped his price target on Intel (NASDAQ: INTC) to $35.00 (from $34.00) following Q3 results but maintained a Sector Perform rating. The firm was positive on the guidance but said inventory build concerns trump.

    "We like the Q4 guide, which may assuage fears of a semis cycle rollover," Freedman commented. "However, inventory build concerns could outweigh the positives takeaways from the guide. We think that Intel's leverage from marginal DCG and PCCG segment growth continue to fund Mobile & IoT initiatives."

    MORGAN STANLEY HAS BEEN VERY WRONG MANY TIMES BEFORE.

    Sentiment: Strong Buy

  • Jefferies analyst Mark Lipacis reiterated a Buy rating and $45 price target on Intel (NASDAQ: INTC) following Q3 results after the close, saying the company's manufacturing leadership is just starting to manifest in the model.

    Lipacis commented, "INTC posted 3Q results that support our thesis that its manufacturing leadership will translate to higher share, profits and cash flow. Intel gross/op margins have improved by 900/1,000bps since 1Q13, as it ramped shipments of the industry's first 22nm FinFET MPUs and has emerged as the leading merchant supplier of tablet MPUs. We think it gets better in '15 as it ships its 2nd gen 14nm FinFET MPUs. For 2016, our EPS base case is $3, and our bull case is $4."
    Morgan Stanley has been very wrong before many times.

    Sentiment: Strong Buy

  • This was from an SA article.
    A troubling report:

    Intel's 2014 goal is to ship 40 million tablet application processors in 2014, up from 10 million or so a year ago. A push into Android is obviously a part of this campaign for 2014. Intel reaffirmed this goal on the Q1 conference call and provided this update:


    We set an aggressive goal of shipping 40 million tablet SOCs this year. And I'm happy to say we've tallied more than 90 designs on Android and Windows and shipped 5 million units in the first quarter, placing us squarely on track to that goal.

    However, a recent Digitimes report believes that Intel's goal is too aggressive. Digitimes Research believes that Intel will ship 32 million processors in 2014, which would be "achieving 80% of its [Intel's] goal." Obviously, 32 million would seem to be a clear disappointment for Intel, but the number above doesn't tell the whole story. Yes, 32 million out of 40 million is 80%. However, Intel shipped at least 10 million units last year. So if you start at 10 million, Intel would be increasing its tablet shipments by 22 million out of a 30 million goal. That's about 73.33% of its goal, a bit less than 80%.

    Intel could actually be reaching around 45 million.
    Not too smart to doubt a company as strong as Intel.

    Sentiment: Strong Buy

  • Intel hasn’t been very successful at getting its chips into smartphones. Now a Taiwanese ally has given the processor powerhouse something to crow about.

    Asustek Computer 2357.TW -3.31% on Wednesday is announcing plans with AT&T T +0.06% to sell a version of a device called the Padfone X Mini that incorporates two Intel chips: an Atom processor to handle general computing chores and a modem that provides 4G wireless connectivity. Intel hasn’t previously placed that cellular technology in a smartphone targeting the U.S. market.

    The Taiwanese company has tried to attract attention by giving the Padfone X Mini an unusual design. The unit works as a standalone smartphone but also plugs into a companion module that integrates a larger display and a battery: Voila! It’s a tablet. Reviews of the original model were mixed.

    Still Intel, which reported third-quarter results Tuesday, is eager to capitalize on the news. Brian Krzanich, its chief executive, noted that Samsung 005930.SE -0.18% picked its LTE technology for two recent smartphones aimed at non-U.S. markets. And he predicted that more tablet and even laptop computers will hit the market with Intel’s LTE as well as Wi-Fi chips. By 2018, Krzanich estimated the percentage of tablets that include Intel’s broadband networking technology “will roughly double, and in PCs will rise to more than 15%.”

    The new device, which runs Android, is expected to be available from AT&T for $199.99 starting Oct. 24, with prepaid wireless plans from the carrier’s GoPhone service starting at $40 per month.

    Sentiment: Strong Buy

  • And after hours, INTC adds another 2.61% gain.

    Would love to see a one two punch on shorts today and tomorrow.

    Sentiment: Strong Buy

  • And this was after they gave this view on Intel back in July.
    We expect revenues to rise 3.6% for 2014 and
    increase 2.4% in 2015. Our outlook for Intel reflects
    our view that the PC market, which comprises
    the largest chunk of INTC's revenue, is
    stabilizing.We see healthy growth for INTC's
    Data Center Group, driven by cloud computing,
    communications and storage. INTC continues
    to expand its chip offerings at lower price
    points to gain share in mobile devices.
    We estimate EPS of $2.18 for 2014 and $2.24 in
    2015.

    Well, so far it looks like Intel will post 6% revenue growth in 2014 with
    an EPS of about $2.25.

    Looks like Intel will easily beat S&P estimates.
    So how much will S&P raise target to?

    Sentiment: Strong Buy

INTC
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