Recent

% | $
Quotes you view appear here for quick access.

Intel Corporation Message Board

paul.ottelini 5090 posts  |  Last Activity: Apr 5, 2015 11:38 AM Member since: Oct 12, 2007
  • paul.ottelini by paul.ottelini Apr 5, 2015 11:38 AM Flag

    "For He will be handed over to the Gentiles, and will be mocked and mistreated and spit upon, and after they have scourged Him, they will kill Him; and the third day He will rise again."
    Luke 18:32, 33

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Apr 3, 2015 11:25 PM Flag

    Ashraf wasted no time attacking this article about 30 million smartphone.
    Hope Ashraf is very wrong come the end of 2015.
    I sold my ARMH puts by the way at a nice 62% profit.
    Although I think the stock may go much lower, just can gamble
    on an unpredictable stock. Either way, I will never go long on ARMH
    stock or calls.

    Sentiment: Strong Buy

  • Reply to

    Intel Announces Revenue Miss

    by wallisweaver Mar 12, 2015 9:50 AM
    paul.ottelini paul.ottelini Mar 12, 2015 10:48 AM Flag

    I'm gonna add some Intel to my position. But after today's news, market may take the stock down a little lower
    before it can rise again. I have a feeling that tablet sales will not do so well also at companies like Apple and Samsung. So it's not only a PC thing at this time. With more new PC's with fanless offerings in the horizon, I'm sure PC sales will get back on growth path. As for now, looks like BMO capital got it right for Q1 a few days ago.

    Sentiment: Strong Buy

  • Reply to

    Wallis... re ARMH

    by paul.ottelini Mar 2, 2015 8:50 PM
    paul.ottelini paul.ottelini Mar 3, 2015 1:48 PM Flag

    So far so good. May sell my puts at a nice profit when it hits to mid $40's or lower.

    Sentiment: Strong Buy

  • paul.ottelini by paul.ottelini Mar 2, 2015 8:50 PM Flag

    Decided to buy puts on ARMH today for July.
    Just play money and just for fun as I don't think this company deserves such a high PE.
    Usually look into buying puts when the stock goes over $50.
    This time didn't even care to look until now.
    Got it right at the end of the trading day.
    Will probably add more puts on ARMH if investors are gutsy enough to raise the
    stock price up to $60.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Feb 25, 2015 3:19 PM Flag

    I really have not paid much attention to ARMH lately, but the current price being above $50 a share,
    and getting closer to $55, I'm thinking about buying 3 or 6 month puts again on ARM.

    Sentiment: Strong Buy

  • This from Google Finance article on Intel.

    Based on rumors, the Apple iPad Pro is expected to be around 12.2 inches, coupled with a “better processor, more RAM, more powerful graphics”. Other features include stereo speakers and custom stylus. It is also expected to come with more built in storage and a 4k display. There is also speculation that the iPad Pro could have a different architecture and software base marking a shift from ARM-based processors to the Intel Core i-series.

    The upcoming iPad Pro is also rumored to have an operating system that will be closer to Mac OS X and not the traditional iOS. This translates into increased OS X market share in terms of devices. It could help bolster iPad sales, and help remove the perception that the iPad is an “overpriced toy” with limited business viability. The Surface Pro 3, on the other hand is considered to be the leading tablet in the sub-$1,000 range.

    The expected hybrid OS will give the device a strong position as an entry level Mac and a high-end tablet at the same time.

    On the hardware side, it is expected that the processor will be equivalent to a Broadwell-U Core i5/i7 dual core CPU chip coupled with Intel’s Iris graphics backed by at least 4gb of LPDDR3 RAM. It is also expected to come with the motion co-processors normally found on iOS devices. The processing power is expected to be comparable to the MacBook Air and its power consumption will be lower.

    This would make sense for Apple in many ways; a bridge between its mobile and PC line could essentially allow Apple to do away with separate operating systems on its devices. It will also bring Apple closer to its goal of unifying it’s ecosystem as well as its codebase into a complete software structure for use across all it’s devices. An example of this is that of its recent Photos application, which provides a more iOS-like experience for Mac users in basic to moderate photo editing.

    Sentiment: Strong Buy

  • This is from Google Finance page on Intel stock.

    Stifel Nicolaus maintains its rating on Intel Corporation (NASDAQ:INTC). The global brokerage major raises the current price target from $39 per share to $41 per share. Analysts at the Stifel Nicolaus have a current rating of Buy on the shares.

    Sentiment: Strong Buy

  • Reply to

    Wallis...

    by paul.ottelini Feb 3, 2015 2:10 PM
    paul.ottelini paul.ottelini Feb 4, 2015 12:32 AM Flag

    Add apple to the list.
    So even though Intel did not do that well today,
    it still did better than Apple.

    Sentiment: Strong Buy

  • Reply to

    Wallis...

    by paul.ottelini Feb 3, 2015 2:10 PM
    paul.ottelini paul.ottelini Feb 4, 2015 12:30 AM Flag

    Google and Amazon both performed worse than INTC.

    Sentiment: Strong Buy

  • paul.ottelini by paul.ottelini Feb 3, 2015 2:10 PM Flag

    Any ideas as to what's going on with Intel's stock weakness today?
    It's happened before, but I'm thinking that it's one of those things
    where a major investor decided to unload for its or their unique reasons.
    What do you think?

    Sentiment: Strong Buy

  • paul.ottelini by paul.ottelini Jan 30, 2015 9:06 PM Flag

    Current drop seems to be a good buying opportunity for me.
    All my January 2015 calls have obviously been sold and stock behaved
    pretty well all the way through end of expiration. Leaving me with quite a bit
    of cash to build a larger position for 2016 and beyond.
    Needless to say, I added to my position in the past week including today.
    Did you decide to add some yourself?
    I am very confident in Intel's abilities to do quite well in earnings this year and beyond.
    Stocks, I'm just holding. I just added to my January 2016 call positions.

    Sentiment: Strong Buy

  • Alex Gauna of JMP securities has a buy rating on QCOM with a $85 target.
    Yet he does not like Intel and has a sell rating on it.
    As a reminder, he first downgraded Intel from buy to neutral when it was
    $21.40 a share. As the stock went up to $30's and beyond, he continued to talk
    negative about the stock. Wonder what he thinks of QCOM now.

    Sentiment: Strong Buy

  • The low expectations from Seagate could certainly be attributed to market share loss to Western Digital and SSD memory makers such as Micron.
    As for the low expectations from Windows sales could be attributed to better Mac sales at Apple using Mac OS rather than Windows and maybe even to Google's chrome OS.

    Neither means it's a negative for Intel.
    Another major positive news that investors seem to ignore is the fact that surface pro 3 sales grew huge while surface rt was not even mentioned.

    Sentiment: Strong Buy

  • Both their desktop and laptop unit sales saw double digit growth.
    Combined Mac sales saw a 14.6% unit growth to a record 5.5 million units.
    While iPad unit sales saw a decline of 17.7% year over year.

    So much for tablets cannibalizing desktops and laptops.
    Intel looks to be a winner here.
    As for smartphone sales, has not been much of an issue for Intel.
    More of a problem for other smartphone sellers.
    Intel really had nothing to lose in smartphone market to begin with.
    Intel can only gain in this area over time.

    Sentiment: Strong Buy

  • Today Intel obviously outperformed all three indices.

    Sentiment: Strong Buy

  • Reply to

    Intel price targets above $40.

    by paul.ottelini Jan 16, 2015 11:01 AM
    paul.ottelini paul.ottelini Jan 21, 2015 10:49 AM Flag

    Also, RBC capital has a $40 target price now.

    So that is at least 14 analysts with a target price of $40 or more on Intel.
    Highest being $50.
    Smart move to be on the positive side of Intel.

    Sentiment: Strong Buy

  • He had maintained a buy rating on QCOM as of March 3, 2014 and raised target price to $85.
    Stock was around $75 a share.
    As of today, stock has dropped down to $68 a share because of Samsung dumping them
    in its Samsung Galaxy S.
    Why would anyone listen to this guy's recommendations on Intel when his accuracy on
    Intel recommendations has been a dismal 20%.
    Better odds in Vegas.

    Sentiment: Strong Buy

  • paul.ottelini by paul.ottelini Jan 21, 2015 6:32 AM Flag

    Well Intel really invested in ASML to help speed up production of 450 mm wafers.

    But it looks like it has paid off very nicely in stock price as well.
    When Intel took on about 15% stake in ASML company back in
    July of 2012, ASML traded at around $50 a share.
    The stock has more than doubled since that time.
    Intel has collected quite a hefty dividend since then, and now it looks like it stands
    to gain about $3.5 Billion in stock price as of today.

    Sentiment: Strong Buy

  • paul.ottelini by paul.ottelini Jan 20, 2015 3:09 PM Flag

    He has had a 20% success rate on making Intel recommendations.
    An investor has much better odds on playing roulette as Vegas. About a 50% success rate can be had over there.
    The average return for those who listened to him historically has
    been -12.4% on Intel. Yes, that's a negative 12.4%.
    The guy's recommendations on Intel are clearly a joke.

    Sentiment: Strong Buy

INTC
32.73+0.12(+0.37%)Apr 20 4:00 PMEDT