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Intel Corporation Message Board

paul.ottelini 20 posts  |  Last Activity: Jun 2, 2016 6:49 PM Member since: Oct 12, 2007
  • What kind of a free society to we live in?
    Is the media that powerful?
    I guess Intel CEO has to be part of the silent majority also.
    But the silent majority will prevail and Donald Trump will
    become the next president of the United States.
    Thank goodness for Donald Trump having the guts to
    speak up for the silent majority and bring attention to what's really
    troubling this country.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini May 30, 2016 4:05 PM Flag

    Okay, let's say I buy your argument.
    Then do nothing?
    Just keep status quo.
    We are currently at $365 Billion merchandise trade deficit with China alone.
    And this grew from $250 Billion under Bush, which is very bad to begin with IMO, to a record $365 Billion under Obama.
    This is okay?
    Let's not talk about it and do nothing about it.
    Is $500 Billion okay also?
    Or can we go as high as $1 Trillion trade deficit with China and just borrow our way out of it by reaching a national debt of what?
    Is about $30 Trillion or $40 Trillion okay for that one?
    If anyone does not like Trump's ideas about solving that problem, than what is their solution? Just keep quiet and allow it to go on?
    I know many electrical engineers by the way with degrees and eagerness to work. Yet they themselves cannot find jobs either.
    So we invest in training our people and force their wages to be higher, yet the jobs continue to go out to other countries. is that okay?

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini May 30, 2016 9:14 AM Flag

    So the trade deficit with China is just a result of us being addicted to buying on the cheap.
    Would it be okay then to just ignore the alarming rate that this particular deficit with China is rising? If any other candidate or President is much more experienced in dealing with trade, would they not at least bring this issue front and center? Going from $25 Billion annually to nearly $400 Billion per year in a matter of less than 6 terms is no problem?
    It's gotten pretty bad out there my friend when it comes to manufacturing jobs.
    This $365 Billion annual merchandise trade deficit with China alone is nothing to sneeze at. I don't think China will want to get into a trade war with us, so I'm willing to take a chance that they will cooperate to some extent as to we need to do to make things a little more fair in trade. I think you are aware that for years China has been also manipulating their currency to help their products be alot more cheap than ours. That's just one thing. A business man like Trump I'm sure will know a few more things that need to be fair.
    Currently, Trump is echoing alot of what Ross Perot said in the past. Especially the part where NAFTA will be bad for the US. And years after it passed, even Clinton herself admitted that it has not done much good for the US during her Obama debate years ago. The term trade war seems like China would be threatening us with "if you guys don't allow us to do whatever it takes to have nearly a $400 trade surplus against the US, we will stop selling you cheap products". So we just say "okay"? Bend over and take it in the rear? I don't think China will dare to allow this to go to a trade war. I want someone that would at least start shaving off the trade deficit by standing up to some of these countries who don't seem to play fair. Even if we go back to below $100 Billion in deficit, its better than staying quiet about it and just stand by and do nothing.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini May 30, 2016 1:22 AM Flag

    Wallis,
    Again, I respect your thoughts on Intel as I am a big fan of Intel and have strong belief in its
    future.
    However, I'm gonna have to disagree with you about Trump.
    I myself was not a fan of Trump at all, but what he is saying, especially about the
    trade deficits we have with other countries is very much a problem that was not mentioned
    by the other candidates or any of the sitting presidents.
    The Chinese merchandise trade deficit is especially troubling after looking at the history.
    Under Bush senior, we opened trade with China I believe and we immediately say a trade deficit go from zero to as high as $25 Billion annually.
    Then under Bill Clinton, who also started NAFTA which most people were against at the time, the Chinese trade deficit went from $25 Billion annually to as much as $80 Billion.
    Then George Bush came in at allowed the Chinese merchandise trade deficit to go from $80 Billion annually to as much as $250 Billion annually.
    So Obama comes in and allows the Chinese trade deficit to reach a record $365 Billion annually for the year of 2015, and did not see it go down in any of the years during his presidency.
    The top five countries we have trade deficits with are China, $365 Billion, Germany $80 Billion, Japan about $70 Billion, Mexico $58 Billion, and Vietnam about $50 Billion. The top five only totaling about $625 Billion annually. And it's only getting worse.
    Why is it that the others don't talk about this or barely mention it while Trump pounds the table about it.
    I would like to have a president who at least brings attention to these types of major concerns and in return attempts something at least to change the direction of the deficit. If the others don't talk about it, that means they have no concerns about it to begin with and therefore will not try much to fix it. I would like to at least give Trump a chance to get a good team together and tackle these types of problems.

    Sentiment: Strong Buy

  • Well, Apple could easily take that title away from Intel tomorrow.

    Sentiment: Strong Buy

  • iPhone sales down nearly 17% year over year.
    iPad sales down nearly 19% year over year.
    While iMac sales down 10% year over year.
    Looks like computers that are Intel based seem to be a lot more stable than Apple's phones and tablets.

    So Apple reports a lousy quarter which makes Intel's report look that much better.
    Now Apple has reported and guided towards a path of about 5% NEGATIVE revenue growth for this year and about an 8% NEGATIVE EPS growth for this year.

    While Intel guided for a revenue of mid single digits growth, so about 5% POSITIVE growth and an EPS of about 5% POSITIVE growth also. However, Intel is proving to beat guidance and estimates while Apple is missing.
    Seems to me like Apple is losing its mojo and Intel's future looks much brighter with its dominant and very dependable x86 chips.

    Sentiment: Strong Buy

  • Reply to

    Ashraf pretty much hates Intel.

    by paul.ottelini Apr 25, 2016 11:33 AM
    paul.ottelini paul.ottelini Apr 26, 2016 12:32 AM Flag

    You forgot to repeat my following sentence.
    I've made great money in Intel long term leaps overall and have most of my current holding in Intel's stock.
    In other words, I don't lose sleep over holding on to my Intel shares.
    I feel confident about owning the stock. That's why I don't worry?
    Get it now? Or do you still need some asplainin.

    Sentiment: Strong Buy

  • Reply to

    Ashraf pretty much hates Intel.

    by paul.ottelini Apr 25, 2016 11:33 AM
    paul.ottelini paul.ottelini Apr 25, 2016 10:35 PM Flag

    I have great respect for the company and don't worry too much about the stock price.
    I've made great money in Intel long term leaps overall and have most of my current holding in Intel's stock. His articles mean nothing to me because of the obvious bias, yet his articles are posted on Yahoo finance more than any other author's articles, so I thought it's worth mentioning that he seems biased. And of course he doesn't influence the stock price, yet he may be able to scare some small investors to part from their shares. Intel is a worry free stock for me. As is Cisco due to its huge cash holdings. And both pay hefty dividends. Not looking to blame the guy, just pointing out the obvious.

    Sentiment: Strong Buy

  • Reply to

    Ashraf pretty much hates Intel.

    by paul.ottelini Apr 25, 2016 11:33 AM
    paul.ottelini paul.ottelini Apr 25, 2016 10:30 PM Flag

    Well said. I don't even read his articles. His headlines alone are a clue as
    to his bias.

    Sentiment: Strong Buy

  • paul.ottelini by paul.ottelini Apr 25, 2016 11:33 AM Flag

    Maybe because he owns alot more QCOM and ARMH shares and Intel's threat is annoying him so he tries to annoy Intel investors with his worthless articles on Motley Fool.
    I have no respect for him anymore.
    Here are his latest article titles.

    Intel Corp.'s Memory Business Isn't Looking So Great Right Now

    Intel Corp. Thinks It Can Continue to Dominate the Data Center

    Did Qualcomm, Inc. Really Just Confirm Intel Corp. Inside the iPhone 7?

    Intel Corp. CEO Brian Krzanich Avoids Answering Critical Question

    In all these he tries to cast doubt on Intel's leadership and potential to get into new markets.

    Yet he does not attack QCOM the way others in Motley fool did such as in these articles NOT from Ashraf.

    Qualcomm Earnings Top Expectations, but Stronger Competition Could Lie Ahead
    Ouch: Qualcomm Might Finally Lose Its Clutch on the iPhone

    It's clear to me Ashraf is biased against Intel at this point while giving alot more favor to QCOM especially and ARMH.
    He must own alot more of QCOM and ARMH than he does Intel if any (maybe just one share of Intel).

    Sentiment: Strong Buy

  • Reply to

    AMD situation largely overblown...

    by returntorael Apr 23, 2016 8:09 AM
    paul.ottelini paul.ottelini Apr 24, 2016 8:10 AM Flag

    I was thinking the same thing. AMD has looked outside to other countries before to help beat Intel, yet Intel has continued to get more share. If AMD, who understands its own IP the best, cannot do much to convince the market to buy it, some other entity trying to do something with it that's competitive makes it even harder.
    Throwing money at an unproven technology is not going to do much to change things if anything.
    I guess the market is focusing on the short term side of it with the near term investment China is making through the licensing deal.

    Sentiment: Strong Buy

  • Ashraf's latest article starts with,
    "Readers of my articles are well aware that I have been skeptical of Intel's (NASDAQ: INTC) claims that it has decisive chip manufacturing technology leadership over the rest of the industry. Intel's pace of innovation on the chip technology manufacturing front appears to be slowing down as competitors seem to be accelerating their timelines."

    And he says that he owns Intel shares.
    Makes no sense. Why doesn't he just sell his shares and be done with it?
    Using the line that he is an Intel investor but a very skeptical one at that seems
    to play to the fact that he is trying to get credibility from the current Intel investors.
    I for one do not believe the claims of some of Intel's competitors about catching up.
    Intel has much more transparency into what they offer than the competition does.
    His articles mean nothing anymore since I sense bias from him against Intel.

    Sentiment: Strong Buy

  • Intel Corp's shift to higher-growth businesses such as server chips and embedded chips for cars could drive a 25 increase in its shares in a year, according to a report on Sunday in the financial publication Barron's.

    While there is a risk Intel could cut its financial guidance for the year when the chipmaker reports earnings on Tuesday, it is likely to return to sustainable growth by year's end for the first time in seven years, the publication said.

    That's over $39 a share.

    Sentiment: Strong Buy

  • Did you read this article.
    What's your take on it?
    I really don't know this guy, he may be a genius or not, but hopefully
    he is not going to #$%$ off any of the good management of Intel.

    Sentiment: Strong Buy

  • Reply to

    Micron Shorts Please Continue to Hang In

    by wallisweaver Apr 5, 2016 3:24 PM
    paul.ottelini paul.ottelini Apr 6, 2016 4:19 PM Flag

    I only had to buy 500 shares at $24 after my $24 puts that I sold expired. So I've averaged down since then an now my average I $14. I may sell some more puts if this stock goes down more but I also might sell a few covered calls to average down further if it looks like we will be staying sideways for a while. For the most part, plan on waiting for the $15's to stat selling till I have a few thousand share left Those, I will hold on to till the $20's. My main stock is and will continue to be Intel. I'm in Micron because of the partnership and it just got way too cheap.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Apr 4, 2016 5:16 PM Flag

    Here we are, 5 years later, and not one PC has ARM in it.
    These analysts don't get it. A lot more goes into a PC or a server.
    Plus, ARM needs to somehow master the PC (which will not happen),
    before it moves into the server. So another prediction about ARM biting into
    Intel's dominance. WILL NOT HAPPEN FOLKS!
    As for Intel biting into ARM's smartphone dominance, now that's something
    for Qualcomm and ARM to worry about. Intel has already made great strides
    in tablets. Soooooo

    Sentiment: Strong Buy

  • This was an article dated May 5, 2011. Not an analyst prediction, but an IDC prediction.

    IDC on Thursday predicted that ARM will capture a 15 percent share of the PC microprocessor market by 2015, as the company dials up development of processors for laptops and desktops.
    ARM, which licenses processor designs to chip makers, currently has no presence in the PC processor market, which is dominated by Intel and Advanced Micro Devices. But ARM could take market share as consumers reconsider PC options with the emergence of Microsoft's upcoming Windows OS, which will work on the chip designer's low-power processors, said Shane Rau, research director for computing semiconductors at IDC.
    ARM in the past has said that entering the PC market was not a priority. ARM CEO Warren East in an interview earlier this year said the company will continue to focus on tablets and smartphones, which are growing in volume. East said that even if ARM entered the PC market, it would be "hugely expensive for frankly not much gain," considering Intel's market dominance.
    ARM processors go into most tablets and smartphones, while Intel's first dedicated tablet chip, code-named Oak Trail, will appear in devices starting this month. IDC's prediction for the 2015 PC processor market share does not include ARM's tablet processors, which Rau said are derived from smartphones.
    Microsoft's next OS, Windows 8, will work on both Intel and ARM processors, which could draw some interest for ARM-based laptops. Chip makers such as Nvidia, Qualcomm and Texas Instruments have announced that their ARM-based chips will run Windows 8. Nvidia is developing chips code-named Project Denver that are targeted at mobile devices, PCs and servers. Qualcomm and TI have no plans to develop PC chips, and have said they will stick to making ARM-based chips for handheld devices.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Apr 3, 2016 6:06 AM Flag

    Well, if it is an April fools joke, it makes no sense to do it against Intel and Apple. Benzinga website could be hurting itself if it matters at all. Either way, Intel is a great company with great dividends.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Apr 3, 2016 12:40 AM Flag

    It does seem odd that it mentions joint statement from the two CEOs and the article comes only from Benzinga. Something like this would certainly come from a number of more reputable news sources. If it is an April fools joke, it is a pretty stupid one and one where they forgot to say April fools at the end of the story.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Apr 2, 2016 11:18 PM Flag

    Isn't April fools on April 1
    The report seems to be from April 2.

    Sentiment: Strong Buy

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