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Intel Corporation Message Board

paul.ottelini 104 posts  |  Last Activity: Dec 24, 2014 12:10 PM Member since: Oct 12, 2007
  • Says there is huge opportunity for Intel on SSD memory conversion with Intel
    currently having plans to produce 3D NAND memory with disruptive cost.
    Article is dated December 14 on Seeking Alpha.
    Very interesting read.

    Sentiment: Strong Buy

  • Intel Corporation (NASDAQ:INTC) was named top stock pick by Bank of America analyst Vivek Arya, who reiterated a Buy rating with a $43 price Target Corporation (NYSE:TGT) on December 19th. Arya’s Buy rating comes amidst Intel’s announcement to provide chips in the new 4G Levono smartphone and plans for a new platform to accelerate innovation in the Internet of Things space.

    Intel, mostly known for its Personal Computers, has been struggling to break into the smartphone chip market for the past several years. The company has now been given a chance to shine in the mobile market after being selected by Chinese electronics giant, Levono, to handle two key functions in a mid-range smartphone that will be sold in the company’s online store.

    The two functions Intel will provide are a processor for calculating chores and a separate Intel cellular modem chip based on LTE-Advanced technology.

    In addition, just last week Intel launched a new platform and related software to assist developers in gaining momentum with innovation in the Internet-of-Things (IoT) space. The platform is directed at IoT devices from industrial machinery to smart headphones to medical equipment, including wearables.

    Arya has continued “to like Intel on a stabilizing PC market, underappreciated growth in data center/internet-of-things, and a gradual reduction in losses in mobile.” However, the analyst cited some potential downsides, noting “1) Weaker than expected trends in mature PC market, which is largest revenue generator for Intel, 2) Competition from ARM Holdings plc (ADR) (NASDAQ:ARMH)(LON:ARM) and other architectures in profitable data center market, 3) Inability to drive profitable growth in new mobile and foundry markets, 4) Increasing cost and complexity of semiconductor manufacturing that pressures capex and gross margins, and 5) Semiconductor and macro cycle risks.”

    Arya has rated Intel 10 times in the past year, earning an 89% success rate recommending the stock

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Dec 22, 2014 4:06 PM Flag

    He has been wrong on Intel for much longer than a year.

    He has been wrong ever since he slapped a sell rating on the stock many many years ago and a $15 price target. Stock has never hit his price targets.

    Sentiment: Strong Buy

  • Just listened to the full presentation of Intel Rob Crooke who is the Vice President
    and General Manager of Intel's Non-Volatile Memory Solutions Group.
    WOW!!!!
    Some huge revenue growth potential there.
    Now I can understand the excitement by Russ Fischer's SA articles on Intel.
    I'm certainly glad I'm invested in Intel at this point, and may add some more to my position
    during any market weakness.

    Sentiment: Strong Buy

  • Reply to

    Who bought a tablet this Christmas. Anyone?

    by will_amd_yu Dec 18, 2014 8:17 PM
    paul.ottelini paul.ottelini Dec 19, 2014 9:05 AM Flag

    The Yoga 3 is certainly better than my previous laptop which was an HP ultrabook touch, in performance so far. Can't give opinion about the difference in the Core i7 from the Yoga 2 to the Core M in Yoga 3.
    The main reason for the choice of Yoga 3 over Yoga 2 was the physical construction.
    It's a thinner, lighter, and I like the hinge mechanism.
    For those reasons, the extra $100 in price tag seems reasonable.

    Sentiment: Strong Buy

  • Reply to

    Who bought a tablet this Christmas. Anyone?

    by will_amd_yu Dec 18, 2014 8:17 PM
    paul.ottelini paul.ottelini Dec 18, 2014 8:34 PM Flag

    I bought a Lenovo Yoga 3, which they say turns into a tablet.
    Does that count?

    Sentiment: Strong Buy

  • Lenovo is a huge player. This should be good for Intel in the long run.
    They are breaking into smartphones with LTE capabilities starting with
    one of the big players. This cannot be good for ARMH or even QCOM.
    But it will only get better for Intel.

    Sentiment: Strong Buy

  • Year to date, which means for the year of 2014 or the past 11.5 months to be exact,
    ARMH stock has gone down 18% while Intel stock has gone up nearly 40%.

    Market starting to see how powerful Intel is.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Dec 12, 2014 12:36 PM Flag

    Must have taken James Covello's advice.

    Sentiment: Strong Buy

  • He sold all his position in Intel back in the 2nd quarter of 2012 when INTC was between $26 and $27 a share.
    In the meantime, he decided to keep all his IBM shares which was at least $10 Billion worth at the time.
    In the last 2.5 years, he has given up on a potential gain with Intel of about 37% while having a loss of around 21% with IBM.
    Now Intel is near 52 week high while IBM is near 52 week low.
    Not very smart.

    Sentiment: Strong Buy

  • paul.ottelini by paul.ottelini Dec 5, 2014 6:14 PM Flag

    Intel had a new 52 week and 14 year intraday high and closing high for its stock.
    Looks like we are on a roll.

    Sentiment: Strong Buy

  • The first Google glass will not even go on sale. But the next version will be powered by Intel according to Wall Street Journal report citing a reliable source.
    Makes sense for Google to go with the best hardware if they want to go for being the best.
    More and more news such as this will develop as Intel's chips pull more and more ahead of the competition.

    Sentiment: Strong Buy

  • This was a downgrade back in July of 2013 on Intel.
    We are downgrading Intel to Underweight from Equal Weight, lowering our estimates and reducing our price target to $20 from $22.

    Our recent Asia trip gave us greater conviction behind our long-term concerns with Intel (ticker: INTC).

    Shares peaked in June with the Hierarchical Scheduling Windows launch due to multiple expansion, from a P/E of 10x to 13x, on improving prospects in low-power devices as well as hope for a more robust second half.

    That said, we've been cautious on the long-term story for some time and can no longer look past our structural concerns. Current PC trends are weakening and could result in a unit decline by 10% year-over-year this year with no inflection in sight.

    More importantly, we see average sales price challenges ahead as management capitulates on the Atom processor in the PC Client Group and somewhat in the Data Center Group.

    Even assuming healthy gross margins on Atom, the combination of cannibalization and average sales price reduction will result in less overall profit dollars. Further, we don't expect share gains in tablets and smartphones to be material to 2014 EPS.

    Clearly, things are in motion at Intel with CEO Krzanich reorganizing businesses, reupholstering the core business, and carefully structuring foundry plans. Looking ahead, we believe the Fall Analyst Day could serve as a potential catalyst with new leadership sharing their vision and perhaps providing an update to the financial model.

    For now, we lower 2014 EPS to $1.90 from $1.98 and don't see peak earnings power over $2 for the next few years.
    Wow! Waaaaaaaay off!

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Nov 29, 2014 3:13 PM Flag

    Not enough scrutiny from the SEC. Not enough regulations against these idiots who call it their opinion yet have some influence as to which way the stock goes. At least in the long run Intel is gets the last word.

  • On October 15, Morgan Stanley's Joseph Moore downgrades Intel to Sell.
    In 5 weeks, Intel stock goes up 16%.

    On October 16, Goldman Sachs' James Covello reiterates sell on Intel and $20 target price.
    In 5 weeks, Intel stock goes up 19%.

    On November 4, Stacy Ragson of Sanford Bernstein downgrades Intel to sell.
    In 3 weeks, Intel stock goes up 8.6%.

    On November 21, Srini Pajjuri of CSLA, thinking Intel ride is done, downgrades Intel to sell.
    In 1 week, Intel stock goes up another 4.7%.

    These analysts have obviously done a huge disservice to their clients or whomever was naïve enough to listen to their ill informed recommendations against Intel, the greatest tech company in the world.

    Sentiment: Strong Buy

  • paul.ottelini by paul.ottelini Nov 28, 2014 10:36 AM Flag

    I believe we are!
    Intel been berry berry good to me.

    Sentiment: Strong Buy

  • They have been pumping this stock and forcing us to make lots
    and lots of money. Such a disservice to this board that the pumpers
    have been pumping this stock since it was $22. When is this going to stop?
    When are we suckers going to stop making money. Should we have listened to the
    cautioning analysts and sold the stock when it was $22? Would life have been much better?
    I was called a pumper also.
    Am I sorry for pumping this stock?
    No. I take back my apology.
    Go INTEL!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

    Sentiment: Strong Buy

  • This is a Seeking Alpha article which can be found under INTC ticker at Google Finance.

    Here is a paragraph from it:

    " Fair Economic Value
    To arrive at the value of the firm, I chose to take the average implied stock price between my two valuation analyses above, which leads to a fair value at $41.64, 17% higher than the company's most recent closing price. I believe that this is a very conservative value and the company has the opportunity to appreciate up to a much higher value. I hope that this valuation analysis helps INTC investors observe the relative undervaluation of the company, and I hope it provides illustration on where the company's stock price should be trading, based on a purely fundamental analysis."

    Sentiment: Strong Buy

  • Looks like Ashraf getting very bullish on Intel again.
    Can't blame him on this one. Hope he is correct.
    Although I believe $40 will happen very soon.

    Sentiment: Strong Buy

  • Well, Russ Fischer of Seeking Alpha thinks so.
    Here's what he had to say about that.
    "I personally think these projections are somewhat conservative. Skaugen thinks he will get 5% growth on $40 billion and Diane thinks she will get 15% growth on $15 billion. That's a blended growth of 8%. The rest of the businesses should grow at least as fast. So, we should see $60 billion in sales with a 23% net margin and 4.5 billion shares. That's $3.08 per share, 18P/E = $55/share sometime in 2015."
    Great read. Could be seen by going to Google Finance page on Intel.

    Sentiment: Strong Buy

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