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Intel Corporation Message Board

paul.ottelini 95 posts  |  Last Activity: Apr 26, 2016 11:39 PM Member since: Oct 12, 2007
  • Well, Apple could easily take that title away from Intel tomorrow.

    Sentiment: Strong Buy

  • iPhone sales down nearly 17% year over year.
    iPad sales down nearly 19% year over year.
    While iMac sales down 10% year over year.
    Looks like computers that are Intel based seem to be a lot more stable than Apple's phones and tablets.

    So Apple reports a lousy quarter which makes Intel's report look that much better.
    Now Apple has reported and guided towards a path of about 5% NEGATIVE revenue growth for this year and about an 8% NEGATIVE EPS growth for this year.

    While Intel guided for a revenue of mid single digits growth, so about 5% POSITIVE growth and an EPS of about 5% POSITIVE growth also. However, Intel is proving to beat guidance and estimates while Apple is missing.
    Seems to me like Apple is losing its mojo and Intel's future looks much brighter with its dominant and very dependable x86 chips.

    Sentiment: Strong Buy

  • Reply to

    Ashraf pretty much hates Intel.

    by paul.ottelini Apr 25, 2016 11:33 AM
    paul.ottelini paul.ottelini Apr 26, 2016 12:32 AM Flag

    You forgot to repeat my following sentence.
    I've made great money in Intel long term leaps overall and have most of my current holding in Intel's stock.
    In other words, I don't lose sleep over holding on to my Intel shares.
    I feel confident about owning the stock. That's why I don't worry?
    Get it now? Or do you still need some asplainin.

    Sentiment: Strong Buy

  • Reply to

    Ashraf pretty much hates Intel.

    by paul.ottelini Apr 25, 2016 11:33 AM
    paul.ottelini paul.ottelini Apr 25, 2016 10:35 PM Flag

    I have great respect for the company and don't worry too much about the stock price.
    I've made great money in Intel long term leaps overall and have most of my current holding in Intel's stock. His articles mean nothing to me because of the obvious bias, yet his articles are posted on Yahoo finance more than any other author's articles, so I thought it's worth mentioning that he seems biased. And of course he doesn't influence the stock price, yet he may be able to scare some small investors to part from their shares. Intel is a worry free stock for me. As is Cisco due to its huge cash holdings. And both pay hefty dividends. Not looking to blame the guy, just pointing out the obvious.

    Sentiment: Strong Buy

  • Reply to

    Ashraf pretty much hates Intel.

    by paul.ottelini Apr 25, 2016 11:33 AM
    paul.ottelini paul.ottelini Apr 25, 2016 10:30 PM Flag

    Well said. I don't even read his articles. His headlines alone are a clue as
    to his bias.

    Sentiment: Strong Buy

  • paul.ottelini by paul.ottelini Apr 25, 2016 11:33 AM Flag

    Maybe because he owns alot more QCOM and ARMH shares and Intel's threat is annoying him so he tries to annoy Intel investors with his worthless articles on Motley Fool.
    I have no respect for him anymore.
    Here are his latest article titles.

    Intel Corp.'s Memory Business Isn't Looking So Great Right Now

    Intel Corp. Thinks It Can Continue to Dominate the Data Center

    Did Qualcomm, Inc. Really Just Confirm Intel Corp. Inside the iPhone 7?

    Intel Corp. CEO Brian Krzanich Avoids Answering Critical Question

    In all these he tries to cast doubt on Intel's leadership and potential to get into new markets.

    Yet he does not attack QCOM the way others in Motley fool did such as in these articles NOT from Ashraf.

    Qualcomm Earnings Top Expectations, but Stronger Competition Could Lie Ahead
    Ouch: Qualcomm Might Finally Lose Its Clutch on the iPhone

    It's clear to me Ashraf is biased against Intel at this point while giving alot more favor to QCOM especially and ARMH.
    He must own alot more of QCOM and ARMH than he does Intel if any (maybe just one share of Intel).

    Sentiment: Strong Buy

  • Reply to

    AMD situation largely overblown...

    by returntorael Apr 23, 2016 8:09 AM
    paul.ottelini paul.ottelini Apr 24, 2016 8:10 AM Flag

    I was thinking the same thing. AMD has looked outside to other countries before to help beat Intel, yet Intel has continued to get more share. If AMD, who understands its own IP the best, cannot do much to convince the market to buy it, some other entity trying to do something with it that's competitive makes it even harder.
    Throwing money at an unproven technology is not going to do much to change things if anything.
    I guess the market is focusing on the short term side of it with the near term investment China is making through the licensing deal.

    Sentiment: Strong Buy

  • Ashraf's latest article starts with,
    "Readers of my articles are well aware that I have been skeptical of Intel's (NASDAQ: INTC) claims that it has decisive chip manufacturing technology leadership over the rest of the industry. Intel's pace of innovation on the chip technology manufacturing front appears to be slowing down as competitors seem to be accelerating their timelines."

    And he says that he owns Intel shares.
    Makes no sense. Why doesn't he just sell his shares and be done with it?
    Using the line that he is an Intel investor but a very skeptical one at that seems
    to play to the fact that he is trying to get credibility from the current Intel investors.
    I for one do not believe the claims of some of Intel's competitors about catching up.
    Intel has much more transparency into what they offer than the competition does.
    His articles mean nothing anymore since I sense bias from him against Intel.

    Sentiment: Strong Buy

  • Intel Corp's shift to higher-growth businesses such as server chips and embedded chips for cars could drive a 25 increase in its shares in a year, according to a report on Sunday in the financial publication Barron's.

    While there is a risk Intel could cut its financial guidance for the year when the chipmaker reports earnings on Tuesday, it is likely to return to sustainable growth by year's end for the first time in seven years, the publication said.

    That's over $39 a share.

    Sentiment: Strong Buy

  • Did you read this article.
    What's your take on it?
    I really don't know this guy, he may be a genius or not, but hopefully
    he is not going to #$%$ off any of the good management of Intel.

    Sentiment: Strong Buy

  • Reply to

    Micron Shorts Please Continue to Hang In

    by wallisweaver Apr 5, 2016 3:24 PM
    paul.ottelini paul.ottelini Apr 6, 2016 4:19 PM Flag

    I only had to buy 500 shares at $24 after my $24 puts that I sold expired. So I've averaged down since then an now my average I $14. I may sell some more puts if this stock goes down more but I also might sell a few covered calls to average down further if it looks like we will be staying sideways for a while. For the most part, plan on waiting for the $15's to stat selling till I have a few thousand share left Those, I will hold on to till the $20's. My main stock is and will continue to be Intel. I'm in Micron because of the partnership and it just got way too cheap.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Apr 4, 2016 5:16 PM Flag

    Here we are, 5 years later, and not one PC has ARM in it.
    These analysts don't get it. A lot more goes into a PC or a server.
    Plus, ARM needs to somehow master the PC (which will not happen),
    before it moves into the server. So another prediction about ARM biting into
    Intel's dominance. WILL NOT HAPPEN FOLKS!
    As for Intel biting into ARM's smartphone dominance, now that's something
    for Qualcomm and ARM to worry about. Intel has already made great strides
    in tablets. Soooooo

    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

  • 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

  • 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 2, 2016 11:18 PM Flag

    Isn't April fools on April 1
    The report seems to be from April 2.

    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 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

  • 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

  • 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

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