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Intel Corporation Message Board

paul.ottelini 27 posts  |  Last Activity: Feb 5, 2016 7:56 AM Member since: Oct 12, 2007
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  • paul.ottelini paul.ottelini Nov 28, 2015 2:30 PM Flag

    With about 6 hours or so of selling on Thanksgiving day, that's about 20,000 ipads.
    Not much considering that their year over year comparable sales are going down in the millions on a quarterly basis.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Nov 28, 2015 2:43 PM Flag

    Apple is by far the number one seller of tablets.
    And the numbers for the number one seller do not look good in growth.
    In 2013 they sold 71 million ipads.
    In 2014 they sold 68 million ipads, down about 4.2%
    In 2015, they sold 55 million ipads, down about 19%. Wow!
    Looks like accelerated decline in sales.
    And this with all the new additions and improvements such as the ipad mini.
    Instead of tablets or iPads in general cannibalizing laptop sales, the 2 in 1's may be
    cannibalizing tablet sales. Or making on not need one anymore.
    And this new iPad pro will not help much because of the entry price point.
    Tablets in general looked attractive, especially the iPad, due to its inexpensive
    entry point to the Apple OS system relative to the alternative $1000 plus Macs.

    Sentiment: Strong Buy

  • Reply to

    NVDA new 8-yr HIGH !!!!

    by getanid61 Dec 4, 2015 10:59 AM
    paul.ottelini paul.ottelini Dec 6, 2015 11:59 AM Flag

    When Intel reaches near $38 again which will be its 52 week high,
    will you post that Intel has a 16 yr high?
    We are not that far off those levels.

    Sentiment: Strong Buy

  • And it's a profitable company.
    And it has strong partnership with the number one chip fabrication technology company, Intel.
    This market makes no sense at all.
    This stock is definitely a strong buy at current levels.

    Sentiment: Strong Buy

  • MU has certainly been way oversold at current levels.
    Just bought some more on Friday.
    And it's a very profitable company.

    Sentiment: Strong Buy

  • Here's how he ends his latest article on Motley Fool.
    "At this point, I feel that Intel has not really made a compelling case as to how it expects to maintain a manufacturing lead over the rest of the industry. The company's executives seem to have completely ignored statements from Taiwan Semi when trying to soothe investor fears that Intel may be losing its manufacturing lead.
    In my mind, that's a big red flag. "

    Then why would anyone with that kind of mindset still hold onto Intel shares?
    I for one as an Intel share holder and believer, trust Intel's claims of maintaining
    the lead for years to come and question the abilities of Taiwan Semi to catch
    up in a meaningful way to Intel.

    Sentiment: Strong Buy

  • Reply to

    Another Excellent Quarter!!!

    by wallisweaver Jan 15, 2016 12:25 AM
    paul.ottelini paul.ottelini Jan 15, 2016 1:18 AM Flag

    Wallis, I think that the quarter was pretty good myself and guidance was better than expected.
    Yet the market is going to force it down for the last day of options expiration by focusing on a lower
    than expected data center sales. I'm thinking this would be a good buying opportunity to add
    some long term leaps. What do you think? Should I just jump in Friday or is there some more room
    for bargaining giving wall street jitters overall? Are you considering adding to your position yourself.
    I'm also about to buy at $34 and hold since I sold some January $34 puts which expire tomorrow which means
    I have to buy the stock.

    Sentiment: Strong Buy

  • Reply to

    Another Excellent Quarter!!!

    by wallisweaver Jan 15, 2016 12:25 AM
    paul.ottelini paul.ottelini Jan 15, 2016 1:38 AM Flag

    Makes sense. Actually, last quarter Intel did look better in earnings than most of its peers.
    I'll be starting my buying tomorrow for the leaps. They bring it down more, I'll just continue to add. My cash position is pretty high so lots of buying room left.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Jan 21, 2016 8:49 PM Flag

    Patience!
    Intel is a $40 stock and I will be adding to my stock position for dividends
    and to my long term leaps. I'm starting to buy some HPQ also. They have
    some very nice 2 in 1's with Intel's latest chips, trade at very low PE, have more
    cash on hand than what the company is worth, and pay around 5% dividend.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Jan 22, 2016 1:36 AM Flag

    Ashraf seems to ignore many positives on Intel for some reason.
    His negative Intel articles sound more and more like him whining.
    He should be whining more about his bad ARMH investment.
    Not sure if he has Qualcomm share, but that is doing terrible also.

    Sentiment: Strong Buy

  • At least when it comes to HP tablets.
    HP website listed about 39 different tablet
    models which they have on sale.
    Out of the 39 tablets, 34 of them had an Intel chip
    while only 3 had a qualcomm processor.
    I'm sure Dell is pretty deep into Intel processors
    for their tablets as well. Looks like Intel
    has accomplished quite a bit in this space.
    This cannot be good for ARMH.

    Sentiment: Strong Buy

  • In 2013, apple sold 22.86 million iPads during Q1 while selling 4.06 million macs.
    In 2014, apple sold 26.03 million iPads during Q1 up 13.7% while selling 4.837 million macs up 19.1%.
    In 2015, apple sold 21.42 million iPads during Q1 down 17.7% while selling 5.52 million macs up 14.1%.
    In 2016, apple sold 16.12 million iPads during Q1 down 25% while selling 5.31 million macs down 4%.

    Looks like the Intel based macs are doing much better than the limited performance and ARM based iPads.
    No matter how much effort and bells and whistles apple puts into its iPads, sales are still plummeting far far worse than PC's.

    Sentiment: Strong Buy

  • Reply to

    Another Dip on Absolutely No News

    by wallisweaver Jan 28, 2016 10:22 AM
    paul.ottelini paul.ottelini Jan 28, 2016 11:33 AM Flag

    Wallis, when do you think we will see monetary benefits or actually products going out
    from MU for 3D NAND and 3D crosspoint?
    I know the crosspoint thing will be later, but the 3D NAND should be coming up soon right?
    Question is, how soon? I invested in MU stock by selling puts and exercising them at expiration,
    so I'm not too far from current stock price. Just holding for now. But I don't follow the details
    on MU as closely as I follow Intel. Being a close partner of Intel though, Micron should be making some
    nice advancements long term.

    Sentiment: Strong Buy

  • paul.ottelini by paul.ottelini Jan 28, 2016 12:41 PM Flag

    Seems to be a big believer in smartphones.
    Fact is now (with QCOM being the undisputed leader in smartphones as he claims)
    QCOM is expecting a revenue drop of 24% year over year for next quarter and EPS drop of
    46% while Intel is expecting growth. I'm not a believer in smartphones. I think that is an area
    that mostly belongs to Apple and Samsung. But I do believe Intel may do well in the modem area
    for smartphones which could further hurt Qualcomm in the future. He is talking about Intel
    possibly buying Mediatek for $26 billion. I would not want that at all. If iPads cannot replace
    the need for PC's, laptops, 2 in 1's, or all in ones, then smartphones are alot more limited in form
    factor to do so.

    Sentiment: Strong Buy

  • Reply to

    Ashraf owns Intel and Qualcomm.

    by paul.ottelini Jan 28, 2016 12:41 PM
    paul.ottelini paul.ottelini Jan 28, 2016 2:02 PM Flag

    "I don't think Intel values the mobil market enough to shell out $13-$15B for a mobile company."

    Actually Ash is suggesting that Intel pay $26 Billion for Mediatek.
    Maybe this is his wish so that the high valuation for Mediatek may have
    some ripple effect for his Qualcomm shares.

    Sentiment: Strong Buy

  • Flagship smartphones with the chip will be announced at Mobile World Congress, bringing faster speeds, 4K displays.

    4K DISPLAYS?

    Do I really need a 4K display on my 4 or 6 inch screen smartphone?

    Sentiment: Strong Buy

  • After a terrible decline in growth, I think they have more bad news to come.
    Looks like Qualcomm fans, including Ashraf, have all their hopes of growth
    riding on the exceptional success of their snapdragon 820 chip.
    I would not count on that. Not much of a customer base left for Qualcomm to go after.

    Sentiment: Strong Buy

  • This is Apple's first announcement of dividend payouts.

    Here's a part of an article that's against Apple's share buyback plan and dividend payouts.

    Since then, Apple’s stock has gained 7.1% through Friday, while the S&P 500 SPX, +2.48% has climbed 37% and the Nasdaq Composite COMP, +2.38% has run up 51%.

    Remember, analysts have celebrated Apple and QCOM as the leaders in the exploding smartphone market,
    while putting down Intel for being the leader in the dreaded PC market.

    Well, after about 3.5 years, on an adjusted cost basis, Apple stock has gone up 15%, QCOM has gone down 20%, and Intel has gone up 48%.
    Looks like the PC business for Intel has served it a lot better than the smartphone has for the other two.

    Sentiment: Strong Buy

  • This is what they said a while back.
    ES samples of our 3D NAND will be available in 3Q15 with full production beginning in 4Q15.

    So with full production beginning in 4Q15, what does that translate into in terms of availability
    of the 3D NAND to its customers.

    Sentiment: Strong Buy

  • I would not really call it slashing when it only drops the estimates by less than 10 cents for the year.
    Nevertheless, this guy Chris Danely moved from JP Morgan to Citi, and has always been negative
    on Intel. Always! So it should not be surprising to investors he is writing negative stuff again.
    I look at this as a buying opportunity when investors run scared because of a manipulative #$%$ analyst like Chris Danely.

    Sentiment: Strong Buy

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