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Intel Corporation Message Board

paul.ottelini 32 posts  |  Last Activity: Apr 26, 2016 11:39 PM Member since: Oct 12, 2007
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  • Reply to

    Qualcomm eyeing server business?

    by paul.ottelini Feb 4, 2016 4:43 PM
    paul.ottelini paul.ottelini Feb 5, 2016 7:56 AM Flag

    True. True.

    As for Intel management, would like to here them counter these analysts, however, they seem to be taking the show me approach. Usually, they talk about competitions ambitions being weak during their November analyst meetings. Unfortunately, that's only once a year.

    Sentiment: Strong Buy

  • Again cheerleading his Qualcomm while attacking Intel.
    This is really getting tiring. What gives AE authority to know
    what Intel can and cannot do for the future of mobile.
    Intel said this is a marathon.
    Apparently, AE considers it more of a sprint.
    If I were Ashraf, I would fear my QCOM stock risks alot
    more than Intel's.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Mar 12, 2016 9:38 AM Flag


    I have respect for your thoughts on Intel. A great company with exceptionally unchallenged products.
    But when it comes to politics, I and others have a right to disagree with you as you have a right
    to disagree with us. I totally support you voice for Intel. But what happened yesterday, I believe
    is not right. To try to disrupt a rally because these protesters don't care for it seems unamerican to me.
    The fact is that well over 10,000 people were there to listen to trump. Yet a few hundred protesters went there
    just to intimidate them with who knows what, including the middle finger. If the protesters are against Trump, they can voice their opinion by campaigning for the others and attending the rallies of the others which pales in comparison to Trump's. Maybe that's what is frustrated the relatively few. So the protesters or anti Trump
    movement seems to be, if you can beat Trump or his millions of supporters by your vote, "try to intimidate them to not to vote." Trump cancelled the event, (because of safety concerns which I'm glad he did), but the resolve to vote for him I think only got stronger. Just my very strong opinion on this issue. As for Intel, (which I like to keep the discussion there only on this board), I'm totally with you. Intel is a great company and voting in the United States of America is a very sacred and personal thing which everybody has a right to do with no intimidation.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Mar 12, 2016 5:20 PM Flag

    The media has been mostly attacking Donald Trump for just about everything. The fact is that this country now is in about $20 Trillion in debt and we have still many problems that have not been fixed. This is about 4 times the debt, by the way, that it was when Ross Perot ran for president. People were so #$%$ off at George Bush 8 years ago that they voted as opposite Bush as they can get with Obama. Which is fine. Obama was very loud back then. People were allowed to show their support for him without much disruption. I was not a fan of Donald Trump. As a matter of fact, didn't like him much as a celebrity. But he does have millions of supporters that are fed up with what's going on and they want to listen to something very different. It's their right. All these protesters can just create their own movement to attract people to vote against him. Showing up and challenging tens of thousands of people, usually will result in getting under the skin of maybe a hundred. Which is enough to cause some sort of chaos. Why use this method? We are Americans and we use the power of voting. As Donald and his supporters have the freedom of assembly and speech. Just vote the guy out. It's that simple. Some of the protesters which I saw on TV and in pictures on the internet news, (which by the way has been pretty much against Trump for the most part), seem very aggressive and intimidating. For example the tearing up of a Trump slogan or the burning of a trump slogan flag. Why? Why this method is okay? Trump says something they don't like, just campaign against him. Create their own rallies. Go to his opponents rallies. Protesting a pro Trump rally is bound to create problems. I respect everybody's opinion against Trump as an individual. They all have the right to vote. If they win, so be it. I'm not going to get mad as hell and yell at them for voting for what they believe in. Just as I respect your opinions, especially the ones towards Intel.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Mar 12, 2016 5:40 PM Flag

    All I'm saying is live your life to its fullest potential and use your power to vote. This is to the protesters by the way. If they can organize a protest, then they can organize their own rallies separately. Why clash with those ( who have numbers in the tens of thousands), that believe in something. Whatever that may be. It only results in a recipe for trouble of violence. And protesters usually know this. This worries me a lot more than some of the ideas of Trump. What are his ideas anyways?
    Put a wall along the Mexican border. Okay, we already have some sort of a wall, like fencing, and laws that they have to enter in a legal manner, yet millions and millions have and are still coming in illegally. Why have laws such as this if we have a very hard time enforcing them?
    Be much tougher with China and others who have huge advantage against us in trade. If our annual trade deficit has been over $500 Billion dollars for years and under many presidencies, both republican and democrat, what's wrong with saying we have to make it more fair?
    These are huge issues that affect our economy in a very negative way, I believe. That's my opinion. That does not seem such a dangerous thing to me. So with all the other things, like he is a racist or he hates muslims, where was the media before in the last few decades to expose him. Looks like this type of stuff is front and center now that many people are actually voting for this guy. Doesn't that seem odd as to how far the media goes and if it doesn't work that people go out in the streets to try to intimidate supporters? What else are the protests for if not to scare Trump supporters that violence could erupt if you guys continue this and if he wins? Do we want to encourage actions that may eventually lead to the LA riots type behavior? That if you go out in the streets in force, you can make a difference? Isn't simple patience a better virtue? Trump has not even won the Republican nomination yet.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Mar 12, 2016 5:44 PM Flag

    What if he wins the presidency? Am I supposed to worry about going out because there could be lots of agree protesters out there? Just vote. It's that simple. I just don't see any good in protesting some other groups rally for votes. It just does not seem like anything other than simple intimidation.

    Sentiment: Strong Buy

  • One of the most if not THE most important tech company in the world.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Mar 12, 2016 11:53 PM Flag

    Anger is not a plan. Rally's are about getting people to vote. If protesters hate what Trump is saying, have their own rally's and vote him out. The facts are that he is winning so far and that seems to be what's really angering protesters. If he was in last place, they probably would not even care at all. But the numbers of protesters is not even that big. Another fact is that only a few out of Trumps twenty some odd thousand supporters when as far as pushing and shoving. How can a civil minded protesters not think that showing up to these rally's when they are not invited not cause somebody to lash out against them? I saw some challenges by the protesters mostly. All I'm saying is that the leadership should urge these protesters to simply assemble themselves at their own events and vote against Trump. If you have a birthday party, and some people come uninvited to taunt you, would that be okay? This guy is not president yet. Just vote him out. It's that simple.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Mar 13, 2016 12:06 AM Flag

    I'm sure Donald Trump has received his fair share of threats also. People voted Obama in and Obama got to do many things. If they are so afraid of Donald Trump, just make your decision and vote him out. He may win, and he may do some wrong. By the way, don't know much about the Obama care since it does not affect me, but the Harp 1 program was pretty much a failure in my opinion. The banks, (especially bank of america), were only working with those that supposedly could not pay their loans. And many decided to go that route to get the better deal. In other words, those with bad credit got the better rates while those that paid on time got no deals. It took about 2 to 3 years for Obama's administration to realize this is backfiring and we need to also allow those with responsibility and good credit to get better rates, regardless of how low their house value is. But again, all I'm saying Obama got voted in with no riots, why get so angry at Donald when he is not even voted in yet. Many people like what he says, aside from the tough talk. So the ones that can't stand him, go out and assemble and encourage people to vote for someone else. But just not at these rally's. Some innocent people may get hurt also. I'm glad Trump cancelled the Chicago rally, and very little happened. And the protesters thought their intimidation at the rally caused him to stop and they were chanting "we stopped Trump". It just does not sound right. We all have the right to vote. Just vote. Some may want to campaign, fine. I have not seen any pro Trump protesters go to other candidates' rally's to disturb them yet.
    Go Intel!

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Mar 13, 2016 12:36 AM Flag

    This is America, it should always be civil. I support the 2nd amendment myself, but I'm not violent at all. Never shot any of my firearms for the past 20 years and never would want to. But I would like to legally have a fighting chance if an intruder comes at me with a gun or intention to harm me or kill me. Also do not have any interest to kill any animals with a gun. Just thought I'd mention that. Police carry guns all the times, so I have been taught to never get into an altercation with police so I do not believe in violence against police. It's a dangerous job which I would not want. I also like to vote if I believe in most of somebody's message. Nobody's perfect in this world. So I would not want some protesters to get me worried that if I vote against their wish, they will do whatever it takes to intimidate me. You're welcome by the way.
    Go Intel!!!!

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Mar 13, 2016 10:36 AM Flag

    Like you said, "some people". Not the majority. Many in the United States are civil as I am, including the millions who just want to hear Trump speak. And some out there want to disrupt these rally's which are really for getting the vote out. The news seems to focus a lot more on the few protesters rather than most of the message that Trumps supporters are there to here.
    The protesters yelled out "we stopped Trump! we stopped Trump!, while the thousands and thousands of rally attendies were leaving empty handed. These people (most of which are very civil by the way) drove many miles and stood in long lines to listen to what Trump had to say and exercise their freedom of assembly and Trump's freedom of speech. The protesters in Chicago seemed to have gotten their wish of intimidating the 25 thousand citizens from enjoying their rights. If I was against Trump, I would only go to a Trump event that large to intimidate the audience. Any other reasons makes very little sense. Any thinking man would know these types of protests can eventually lead to violence no matter what Trump or anybody else says.

    Sentiment: Strong Buy

  • paul.ottelini by paul.ottelini Mar 18, 2016 2:13 PM Flag

    I think at least 3 analysts were cautioning that Intel may have to warn.
    About a year ago, Intel did cut guidance by almost $1 Billion in revenue for Q1.
    Looks like Intel is doing fine now and they have enough revenue to come within $500 million of the midpoint of their guidance. I believe their guidance was somewhat conservative given the new revenues that we
    will realize from Altera. I think I will keep my Intel shares now and for years to come especially if Ashraf gets out stopped writing article on Intel and his struggles with doubts.

    Sentiment: Strong Buy

  • This guy has been negative on Intel for a very very long time.
    He told investors to sell Intel while the stock rose from $22 to the $30's.
    Here is a June 30 2014 article on how wrong he was after his very bad call on Intel in the previous years.

    Intel Corporation (NASDAQ:INTC) has been doing very well on the market recently. The company was not rated as a “market perform” stock by Sanford Bernstein and they have now finally upgraded it from an “under perform” stock.

    Intel Corporation (NASDAQ:INTC), Sanford Bernstein, Stock Upgrade, Stacy Rasgon

    Stacy Rasgon was on CNBC recently and explained the factors behind upgrading Intel Corporation (NASDAQ:INTC). According to him, heavy investment, heavy CAPEX alongside, negative earnings revisions other key factors were the reasons for downgrading the stock earlier. However he admitted that they got it all wrong and the price of the stock went up without actually caring for the factors Sanford Bernstein thought would impact investors’ will to invest in Intel Corporation (NASDAQ:INTC).

    Sentiment: Strong Buy

  • Here's what they said in July 14, 2015

    Shares of Intel Corp (INTC - Get Report) were up 0.17% to $29.78 in early market trading Tuesday, after analysts at Sanford C. Bernstein downgraded the chipmaker this morning.

    The firm cut their rating on Intel ahead of its earnings release to "underperform" from "market perform" with a lower price target of $25 from $29.

    The firm cited growing concerns over the company's weakness in its data center business.

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    Analysts at Bernstein also warned that outlook may be worse than feared, saying they see little prospect for good news and a real potential for things to get worse.

    Intel is scheduled to post its second quarter earnings results after the market closes on Wednesday.

    Wall Street is expecting the company to earn 50 cents per share on revenue of $13.06 billion for the period, according to analysts polled by Thomson Reuters.

    Intel actually delivered EPS of 55 cents the next day and the stock went from $29 to $35 in about 3 months.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Mar 21, 2016 10:36 PM Flag

    Stacey Ragson. Truly a complete waste of time and a P.O.S.
    Gets the positive calls okay on Intel since Intel is a pretty strong company,
    but completely gets the negative calls wrong, very wrong.
    The guy obviously has no shame.

    Sentiment: Strong Buy

  • Always states that he is an Intel investor.
    With or without warning, why doesn't he just get rid
    of Intel shares, if he really owns any in significance, and
    get married with his ARMH and QCOM shares since he
    is so much in love with them. And maybe take position
    with his new love TSMC. Writing such critical articles on Intel's
    chip manufacturing dominance while owning the shares just
    does not make any sense.

    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

  • 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 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

  • 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

29.85-0.51(-1.68%)May 4 4:00 PMEDT