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Intel Corporation Message Board

paul.ottelini 72 posts  |  Last Activity: Apr 15, 2014 11:31 PM Member since: Oct 12, 2007
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  • Jefferies & Co.’s Mark Lipacis today reiterates a Buy rating on shares of Intel (INTC), and a $32 price target, writing that skeptical arguments about the cost of Intel’s chip manufacturing are wrong, and that chips such as “Bay Trail,” released last year for tablets, are competitive with parts produced by Taiwan Semiconductor Manufacturing (TSM) for Intel’s competitors.

    Can read the rest on Barron's report in Yahoo Finance.

    Sentiment: Strong Buy

  • Reply to

    The Intel Report

    by ashraf.eassa Mar 13, 2014 3:38 PM
    paul.ottelini paul.ottelini Mar 19, 2014 1:33 PM Flag

    Ashraf,
    Do you own any calls on Intel for the time being?
    Just a reminder too, I would do my best to stay away from attacks.
    Responding to attacks themselves also is a big waste of time.
    I feel the need to defend also, but trust me when I tell you that
    posters such as pumper-kryptonite aka Warreneast, among some others,
    have more time on their hands.
    If you really like Intel's potential, focus on the company itself and not what people
    here say about you. Really is a waste of time.

    Sentiment: Strong Buy

  • Reply to

    Why Intel 14nm is NOT a Game Changer!

    by dnenni Feb 1, 2014 7:03 PM
    paul.ottelini paul.ottelini Feb 2, 2014 10:07 AM Flag

    You either have no clue about the history of Intel or you are just here to frustrate people.
    Or both.
    As many long term investors know, Intel took a while to come from behind in the server market
    only to become the overwhelming leader with over 90% of the market currently.
    With Intel's manufacturing might, they certainly have the luxury of waiting to see what market is solid and
    come from behind to take the lead. It does take some time, but in the end Intel will win.
    I have never and will never go to your semiwiki stuff to read worthless opinions.
    If you are truly clueless about Intel's intentions in mobile, then go read the latest article by Ashraf titled,
    "Intel will not quit mobile". It certainly touches up fairly well on where Intel is going with it.
    He gives some of the reasons why Intel will not quit but there are more reasons why Intel will not quit.
    All in all it was a good read. I'm sure alot better than anything you can produce.

    Sentiment: Strong Buy

  • Reply to

    wallisweaver

    by ashraf.eassa Feb 19, 2014 7:47 AM
    paul.ottelini paul.ottelini Feb 19, 2014 11:03 AM Flag

    With Intel, it's show me the money. And with near record $54 Billion in revenue for 3 years straight now and counting, Intel for the most part has been showing investors the money.
    But with everybody else it's show me the reviews?
    We will see how much damage Nvdia can do to Intel's bread and butter with its reviews.
    I for one also think that both design and fabrication are important. But leading edge fabrication such as Intel's is alot harder to attain while design is more or less art. More engineers out there can fix design problems, but nobody seems to be able to fix Intel's competition's fabrication problems enough to catch up to Intel. I'm sure Intel will figure out what sells and fix its remaining design issues near term on their own.
    In the meantime, they enjoy their one of a kind fabrication lead that I think will never be broken.

    Sentiment: Strong Buy

  • Reply to

    Remind me why Surface Pro is so great?

    by blackoutbuzz Feb 16, 2014 2:55 PM
    paul.ottelini paul.ottelini Feb 16, 2014 3:16 PM Flag

    Because it runs every one of the millions of windows based programs, which is over 90% of the market.
    But most of all, because Surface RT is a piece of junk.

    Sentiment: Strong Buy

  • Responsiveness was excellent.
    Puts my Motorola Razr phone with Qualcomm chip to shame.

    Sentiment: Strong Buy

  • paul.ottelini by paul.ottelini Mar 19, 2014 4:46 PM Flag

    This message board is getting polluted again by psycho boy poster pretending to be the guardian of this board. Do you have another site where you post? Ashraf suggested iHub, not that I agree with everything he says. But would like to hear what you have to say also without any interruptions by lunatics.
    Do you frequent iHub quite a bit?

    Sentiment: Strong Buy

  • For the last three years (2011 - 2013) Intel had total revenues of $160 Billion, total net income of $33.5 Billion, and generated cash from operations of $60.9 Billion.

    Compare this to the previous three years (2008 - 2010) which were revenue totals of $116.3 Billion, total net income of $21.4 Billion, and generated cash from operations of $38.7 Billion. And one of these years was a record revenue of $43.6 Billion. Note that previous to this record revenue, Intel has never had revenues of $40 Billion or more. The iPad and iPhone have been around since 2010, iPhone actually much earlier, yet Intel has managed to still grow the last 3 year revenue by 37.5%, net income by 56.5%, and cash flow from operations by 57.3% when compared on a tri year basis. So you see, when you truly look at Intel on a long term basis in revenue and income performance, the company can produce some impressive numbers. Even for a company so mature and large as Intel. And all the while, Intel has also managed to seriously increase the lead in chip fabrication techniques. Designs can improve a lot faster than can chip fabrication capabilities.
    So I'm not too concerned about Intel's capabilities of coming up with more competitive designs to take advantage of its one of kind and best in class chip fabrication.

    Sentiment: Strong Buy

  • Hewlett-Packard #$%$ Thursday reported first-quarter earnings and revenue that topped Wall Street's forecasts, mainly on the surprising strength personal computer sales to businesses.

    Personal computer sales rose 4 percent to $8.53 billion, bucking a global decline. Research firm Gartner Inc. said last month that global PC shipments fell 7 in the final three months of 2013 as consumers bought more tablets and smartphones. International Data Corp. put the drop at 6 percent.

    Now some sell side analysts may say that this is a one time thing which is evident by HP guiding somewhat weaker than expected for next quarter. However, HP has proven for a while now to give very conservative guidance and beating those expectations in actuality. Last year for their april quarter, they beat estimates by over 7%. So there actually may be more PC updating needed to be done as Windows end support for XP.

    Sentiment: Strong Buy

  • You won't see that kind of sale on desktops or laptops or hybrids.
    Could it be that tablets are not that hot after all?

    Sentiment: Strong Buy

  • Reply to

    Wall Street's Sleazy Reputation

    by wallisweaver Feb 22, 2014 1:58 PM
    paul.ottelini paul.ottelini Feb 23, 2014 11:26 AM Flag

    Wallis is not ignorant on this topic. I've been investing and following Intel stock very closely for almost 20 years now. Fact is that some analysts are trying to manipulate the stock with bogus price targets and earnings estimates. Goldman Sachs back in 2009 thought that Intel will only earn $1.05 EPS. Intel's actual results were $2.10. Yet at that time, people were actually seeing very strong results coming out of Intel for 2 years, and the attempts by Goldman Sachs were constantly to try to hold the stock back with their opinions. Intel may not have grown much in the following 2 years, but it did manage to keep revenue very close to the record level of 2011. The reason why Intel's earnings is not as close to the 2011 levels is because of the huge investments Intel is making for the future. Many other companies are rewarded for that action, yet Intel is critisized by Goldman for placing to much effort in capital expenditures. As for the PE of 13, it still is well below the market average of 17. And Intel prospects are much better for growth in my opinion and experience of following Intel's action that many other companies of the S&P 500. One strong argument for that opinion is that Intel has something that is very very hard, if not impossible for others to attain, which is the fabrication techniques. The design improvements needed by Intel are much easier for Intel to attain over a short period of time. Investors say they look to the long term future yet some make negative judgements of Intel's actions in monthly or weekly or even daily periods. Intel has said that this mobile race is not a sprint but a marathon. And in the end, Intel will win.

    Sentiment: Strong Buy

  • Reply to

    Warren/pumperkrypto/psycho boy....

    by paul.ottelini Mar 19, 2014 12:15 PM
    paul.ottelini paul.ottelini Mar 19, 2014 12:50 PM Flag

    Ashraf,
    I don't really care what people say on this board.
    From time to time, I try to fish out some hints of info which
    I go somewhere else to double check. But lately, some psycho
    posters try to flood the board with attacks.
    My goal is to learn as much about Intel as possible, and try to make some
    money. Also, have no problem holding on to a core long position since anything
    above 3% dividend is good. When someone posts every single minute or multiple times a minute, they must have no real meaning in their life. You have some good writing skills. Hope you have lots of reasons to stay confident with Intel. I have been invested in Intel most of the time in the past 15 years. And I will admit, there have been times I have been frustrated. Like when AMD came out with the opteron and caught Intel off guard. As we can see, Intel ultimately pulled ahead. This mobile thing may take longer, but I believe it will happen. I'm surprised investors don't take the threat by Intel against QCOM seriously as Intel can at least create the power to weaken QCOM's profit margins in the long run.

    Sentiment: Strong Buy

  • Ms. James says Intel Corporation (NASDAQ:INTC) remains comfortable with its PC unit shipment estimate for a low single-digit percentage decline y/y. All-in-one and desktop PCs may actually increase in unit shipments y/y, while low end notebooks may lose share to tablets. Ms. James’ view is that a tablet is a PC, and she believes the two categories have converged. We agree, particularly as consumers demand dual O/S (Android Windows) on their two-in-one devices.

    Sentiment: Strong Buy

  • paul.ottelini by paul.ottelini Mar 19, 2014 12:15 PM Flag

    Please attack me all you can. Call me pumper all you want.
    Seems to be helping the stock price.

    Sentiment: Strong Buy

  • Watch out for the so called police of this message board who would consider
    you as a pumper. Especially our friend Warreneast61 (aka Lucy) who supposedly has spent
    years stalking me about my so called pumper posts.
    Anyways, it's could that we investors sometimes share our thoughts about how a company such as Intel
    can reach some respectable stock levels. Regardless of what the self proclaimed pumper police (aka covered call writers) may think.

    Sentiment: Strong Buy

  • Reply to

    Warren/pumperkrypto/psycho boy....

    by paul.ottelini Mar 19, 2014 12:15 PM
    paul.ottelini paul.ottelini Mar 19, 2014 12:34 PM Flag

    No, not at all.
    These Lucy aliases have been attacking my posts for years now, so I thought
    they might be enjoying the nice bump today on INTC. Especially now that we have
    crossed the $25 mark once again. Just being sarcastic with that post.
    Hope Intel starts to deliver some unexpected solid news so that stock continues rise.

    Sentiment: Strong Buy

  • Reply to

    Ashraf, Did Intel really have a bad 3 years?

    by paul.ottelini Feb 11, 2014 12:01 AM
    paul.ottelini paul.ottelini Feb 11, 2014 12:13 PM Flag

    Decline of the PC market?
    How much of a decline and what is used as a basis?
    Intel PC sales have done relatively for a very mature market that has been around for decades. It's been tried and tested many times before. The main reason why there has been some slowing, relative to its huge record sales of 2011 has been due to the huge sales that iPad has seen. And that's because it's a "cool" thing to have. Not because it outright replaces the need for a PC. Hundreds of millions of tablets sold yet only a few million PC sales decline here and there. Since 2010, when the iPad first came out, PC sales have not declined much. For Intel to continue to see over 300 million PC sales each year, even with an ASP that's over $100, is something to cheer about. In the meantime, the market dominated by ARM is in alot more danger of share loss to Intel than the market dominated by Intel having share loss to ARM.
    I think you're making this PC decline thing alot more than what it is. And a stock price of over $24 at this point, with much of the negative sentiment taken into account is not so bad for Intel. If this is the floor that the stock is developing, than I'm happy. Looking very much forward to the move to $30.
    Don't lose your confidence so prematurely.
    Remember, this is a marathon for Intel, not a sprint.

    Sentiment: Strong Buy

  • That iPhones grew 6.7%
    That iPads grew 13.5%
    And the so called dead form factor of desktops and laptops
    grew 17%.

    Looks like people love trying new gadgets, but they still need their
    laptops and desktops to be refreshed.
    Especially when Intel continues to deliver cutting edge processors that
    are more capable of bringing new capabilities to the computer.

    Sentiment: Strong Buy

  • Intel may have guided for a flat 2014 revenue, but 2013 Q4 results prove that Intel is back on a growth path and just decided to give a conservative revenue guidance for the year.
    Intel obviously had huge 2010 and 2011 growth years, with their record revenue being on Q3 of 2011 with $14.3 Billion in revenues. The following Q4 started showing some slowing with $13.9 Billion in revenues.
    With 2012 Q4 showing about $13.5 Billion in revenues, but still much higher than their 2010 numbers.
    But with Q4 of 2013, they finally showing a year over year growth of about 2.2%.

    Sentiment: Strong Buy

  • Seems pretty obvious now.
    Why spread rumors anyway unless you got an agenda?
    And writers from SA quote digitimes.
    What a joke.
    Don't matter anyways, Intel will win in the end.

    Sentiment: Strong Buy

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