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Intel Corporation Message Board

paul.ottelini 5113 posts  |  Last Activity: 57 minutes ago Member since: Oct 12, 2007
  • The New Edition

    The new edition is a curved rectangle, similar to the first Explorer version. It has a button-and-hinge system that helps clip-on to different glasses, unlike the previous version which had a wire-like frame.

    It consists of a faster Intel INTC Atom processor, as well as an optional external battery pack. Therefore, the device is touted to deliver faster performance, improved wireless connectivity and up to two hours of longer battery life. It in fact comes with a battery pack that Google developed particularly to attach magnetically to the gadget.

    Sentiment: Strong Buy

  • paul.ottelini by paul.ottelini Jul 30, 2015 11:04 AM Flag

    Definitely for Apple, tablet growth looks terrible compared to Intel's PC growth.
    Gartner estimates that PC growth will decline by 4.4% in 2015.
    It also estimates that overall tablet growth will decline by 6%.
    Being that Apple has mostly been the tablet of choice, I will share the numbers
    on Apple's iPad growth compared to Intel's PC growth.
    Apple's iPad was a new form factor which reached some maturity in the year of 2013.
    It had sales of 71.1 million units for 2013.
    In 2014, Apple saw its unit sales of iPads drop by 3.8% while Intel saw its unit sales of PC's
    grow by 8%.
    In 2015, Intel is on pace to see its unit sales of PC's drop by about 5% while Apple is expected to
    see its unit sales drop by over 19%.

    Sentiment: Strong Buy

  • Reply to

    Intel Catalysts

    by wallisweaver Jul 28, 2015 1:39 AM
    paul.ottelini paul.ottelini Jul 28, 2015 4:58 PM Flag

    Glad I bought more micron yesterday.
    Could not add to my Intel position this morning, but I have enough.
    This is going to be huge for Intel and micron.

    Sentiment: Strong Buy

  • Reply to

    Intel Catalysts

    by wallisweaver Jul 28, 2015 1:39 AM
    paul.ottelini paul.ottelini Jul 28, 2015 2:03 AM Flag

    Today I added more to my very recent micron position.
    I may buy some more Intel 2017 leap calls tomorrow prior to micron announcement.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Jul 23, 2015 6:29 AM Flag

    I'm currently accumulating more Intel and have started accumulating MU as well for the first time. I started on MU about a few weeks ago. Market seems to be brainwashed at times by some negative analysts.

    Sentiment: Strong Buy

  • Let's see.
    Intel, the leader in PC sales and Data Center sales for this quarter reported a drop in sales year over year
    by 5% and net income drop by 3%. And they guided a drop in sales for Q3 of only 2%.
    As for Qualcomm, who is supposed to be kicking Intel's but in mobile chips had a drop in sales for this quarter of 14% year over year with a net income drop of 35%. And their guidance for Q3 was a drop in sales of a disastrous 22.3%. OUCH!
    And Qualcomm's current PEG stands at 2.07 compared to Intel's 1.61.
    Qualcomm's forward PE stands at 12.66 compared to Intel's 12.33.
    Qualcomm's current EPS results and estimates are for a drop in EPS for this year of 9.3% compared to Intel's drop of only 6.9% and a gain in EPS for next year of 6% compared to Intel's gain of 7.9%.
    But obviously, analysts will have to slash estimates given the latest guidance by Qualcomm which will make Qualcomm's numbers look even worse.
    I think I will stick with Intel.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Jul 21, 2015 12:57 AM Flag

    12. You're right, it has a free upgrade offer. But a lot of the really good features of Windows 10, things like Windows 10 "Hello", where you have facial log-in and you don't have to use all your passwords, the start screen, and your ability to go through that, the touch usages of gaming as they move games more and more onto this product, those are going to come with PC's that have the latest features.

    13. RE: Micron and 3D NAND:
    "So absolutely, I can tell you that we're on schedule to ramp the products in the second half. 3D NAND is looking quite good. From a cost, yield, and performance, I don't think we've gone public with much of those numbers right now. But what we have said is that 3D NAND, especially with the architectural choices that Micron and Intel chose, we believe gives a significant cost and performance advantage over their competitors, and those specifics are holding as we go through the ramp process. So we haven't broken down it's X% or anything like that yet. We'll be doing NAND updates as we go through the back half of this year and give you guys more color in that space. Clearly, at the investor meeting that Stacy talked about, we'll spend some time on NAND because, as you said, it's a good growth area for the company right now.

    Sentiment: Strong Buy

  • The market of course is being negative regarding Altera deal, free windows 10 upgrade, 10nm delay, and IBM's 7nm announcement, and Micron's earnings.

    But I rather hear from the source itself, Intel.
    Here it is.

    1. We continue to see excitement in the industry for the launch of Skylake products and Windows 10.

    2. We saw record Core desktop mix due to growth in the high end segment and record Core i7 mix overall for the PC business.

    3. We worked closely with Microsoft to make sure the best Windows 10 PC and tablet experience run on Intel.

    4. Our latest LTE modem, the CAT-10 7360, is on track for shipments to customers this year.

    5. Data center on track to grow more than 15% year over year.

    6. Finally, integrating Altera's world-class technology with Intel architecture in high growth data center and Internet of Things market segments will create new product categories and capabilities.

    7. We continue to be confident in our strategy to drive growth.

    8. We are on track to our annual goal of improving mobile profitability by $800 million, with about a third of the improvement realized to date. And that's with help of Sofia 3G among other factors. Don't need the Sofia LTE to achieve goal this year.

    9. NAND business achieved record revenue and grew at over 40% year over year.

    10. And we are very excited about the devices based on Skylake, our 6th generation Core processors, that are coming to market.

    11. We didn't base any of the forecast in the 2nd half off an upside from Windows 10 launch. We're excited about Windows 10 and skylake, but we didn't build in a large increase in forecast from Windows 10. ( I smell the potential of a huge earnings beat thanks to PC sales for the rest of this year)

    Sentiment: Strong Buy

  • They obviously guided higher by saying they should get $14.3 Billion for Q3.
    Also, they guided better than expected for Q4 by guiding down 1% for the full year
    thanks to a surprise revenue gain last year due to very strong PC results.
    That suggests revenues of over $15 Billion for Q4.
    With Windows 10 about to be released at end of July and the skylake line from Intel,
    I'm very confident that Intel will beat it current guidance and most likely come in at high end.
    Market focusing on ridiculous stuff like competition catching up to Intel process technology.
    No way! Competition will have much tougher time getting acceptable yields than Intel is having.
    I look at this as an opportunity to add to my position.

    Sentiment: Strong Buy

  • Reply to

    Wall Street was wrong about so much

    by wallisweaver Jul 16, 2015 3:14 AM
    paul.ottelini paul.ottelini Jul 16, 2015 3:50 AM Flag

    Just to elaborate on that. Wall street managed to bring down Intel stock price in the past 6 weeks from $34 down to just under $30.
    To do this, they brought down estimates on average from 52 cents on Q2 down to 50 cents on Q2 and from 59 cents on Q3 down to 56 cents on Q3. So if wall street justifies Intel's current price using reduced estimates, they obviously got it very wrong.
    Cause not only did Intel beat the reduced estimates, but they handily beat the estimates that were in place when the stock was trading above $34 a share.
    Intel got 55 cents for Q2 and guided for about 60 cents for Q3.
    Intel doing very well obviously given the tough market on PC currently.
    So if market manages to hold Intel down under $31 tomorrow, I'm confident enough to add more investment in the stock.

    Sentiment: Strong Buy

  • Reply to

    Micron Drops Below $20

    by wallisweaver Jun 26, 2015 9:56 AM
    paul.ottelini paul.ottelini Jun 26, 2015 5:28 PM Flag

    I pulled the trigger just prior to earnings but that's ok. Average was $23 a share, but I just more than doubled to bring the average down to $20.50. I think long term it should be okay with Intel's help of course.

    Sentiment: Strong Buy

  • Reply to

    Wallis: re: Zenfone 2 availability.

    by paul.ottelini Jun 18, 2015 11:35 PM
    paul.ottelini paul.ottelini Jun 19, 2015 7:43 AM Flag

    My razr phone loses the full charge currently if I play about 1 hour of a video game.
    Don't do that much but did it several times to tests the battery charge. And this was done about a year ago, so my phone was not that old at that time. The largest charge loss seems to come from the graphics side or the screen display.

    Sentiment: Strong Buy

  • Reply to

    Wallis: re: Zenfone 2 availability.

    by paul.ottelini Jun 18, 2015 11:35 PM
    paul.ottelini paul.ottelini Jun 19, 2015 7:41 AM Flag

    Thanks for your input as well. Got to sit down and read it more carefully and consider my options.
    Hopefully Intel makes more inroads into US smartphone business to allow more differentiation.
    Or more computer like smartphones that can handle the performance demand.
    Currently, my razr which is over 2 years old with Verizon service crawls on the Yahoo website side along with other internet surfing and battery dies pretty quickly.

    Sentiment: Strong Buy

  • Reply to

    Wallis: re: Zenfone 2 availability.

    by paul.ottelini Jun 18, 2015 11:35 PM
    paul.ottelini paul.ottelini Jun 19, 2015 7:37 AM Flag

    Thanks for you input. Appreciate it.
    Will evaluate your thoughts in my decision.

    Sentiment: Strong Buy

  • My contract is over for a while now on my Verizon LG Razr smartphone.
    I'm interested in trying an Intel based smartphone, and zenfone 2 seems like the only one that
    may be available for US customers. Any knowledge on the availability and how can I use it the
    best way? In other words, with which service provider should I buy the zenfone 2 with?
    Have you looked into getting an Intel based smartphone yourself? I'm patient to wait for something really new on smartphone like Intel instead of the same ARM based #$%$# that's out there.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Jun 10, 2015 12:34 AM Flag

    I recently added some more 2017 Intel calls. But I'm seeing MU stock to be very attractive now so tomorrow I may start buying some MU shares for the very first time. I was also considering at selling MU puts which may allow me to buy the stock at an even cheaper price.
    Do you currently have any MU stock in your portfolio?

    Sentiment: Strong Buy

  • Back in July of 2012, Intel announced that it had invested about $4.1 Billion in ASML,
    which included purchasing of 15% of its stock at around $48.
    That's around 65 million shares.
    Today that investment is worth around $7.2 billion in stock which translates into 133% gain.
    The main reason behind the acquisition was to help speed up the production of 450 mm wafers.
    Intel is positioning itself very well for chip production advancements.

    Sentiment: Strong Buy

  • Reply to

    Wallis.... re: Altera deal

    by paul.ottelini May 31, 2015 4:50 PM
    paul.ottelini paul.ottelini Jun 1, 2015 1:59 AM Flag

    I get what you're saying. I've already bought some long term leaps when Intel was near $30 a share.
    I also have already sold my ARM puts with some nice profits percentage wise. But I a thinking that a purchase of Altera by Intel cannot be good for ARM at all.
    Hope you're well vested in Intel stock as I also think there is huge potential for the stock to go much higher from here.
    Intel is by far my largest holding in both stock and options. Never have and never will buy puts on the stock since market never seems to appreciate its full potential.

    Sentiment: Strong Buy

  • paul.ottelini by paul.ottelini May 31, 2015 4:50 PM Flag

    It looks like WSJ is certain Intel will announce $54 a share buy of Altera which is about $16 Billion.
    Do you think it's all cash or some shares will be used to make purchase also.
    How do you think stock will react once the thing is confirmed by Intel, which looks to be on monday?
    I'm hoping much better than current price.

    Sentiment: Strong Buy

  • Following more than two months of drama, Intel (NASDAQ:INTC) is set to announce tomorrow it's buying FPGA vendor Altera (NASDAQ:ALTR) for the same $54/share price Bloomberg reported hearing in early April, per the WSJ.The reported price translates to a $16.2B valuation, or $13.2B after factoring net cash/investments. It represents an 11% premium to Altera's Friday close, and a 56% premium to where it traded before the WSJ first reported of deal talks on March 27.
    Since the first reports, Altera has posted disappointing Q1 results/Q2 guidance, and Intel has announced a server CPU partnership with programmable ASIC maker eASIC (Pending:EASI) that has been seen as a hedge against Altera.
    But that alliance could prove complementary, as FPGAs remain the gold standard for rapid programmability and low design costs, while ASICs maintain a size, performance, and power edge.

    Sentiment: Strong Buy

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