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Intel Corporation Message Board

paul.ottelini 39 posts  |  Last Activity: Feb 5, 2016 7:56 AM Member since: Oct 12, 2007
  • 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

  • paul.ottelini paul.ottelini Feb 4, 2016 4:47 PM Flag

    Well over the years, he has been vocally maintaining a sell, but chasing Intel's stock price upward by raising from as low as $15 to $25. From what I have seen so far, is that Covello was the lowest with the $25 price target as of yesterday. Today it's $29, and it's not him or Goldman Sachs for that matter. Either way, he has not been accurate at all when it comes to Intel. At on year, I believe it was 2010, he predicted they would come in at $1.05 EPS, when in fact Intel came in at double that.

    Sentiment: Strong Buy

  • Well, they were doing great in smartphone business, but Apple and Samsung pretty much dropped them.
    So they have that to contend with for now.
    But I remember how they were supposed to be going after the PC or laptop business in a big way many years ago. Nothing so far. And I would think that they would have to prove themselves in that mid form factor of processing power before they go after the very thing that allow smartphones to be so dumb yet still be useful or smart. A smart phone is pretty much a toy without a server, and it's the processing power that servers have that bring smartphones to life.
    First master the laptops and PC's, then try to prove yourself in servers.
    I don't think they can make it at all. Intel is the master.
    Plus, Intel has a much better chance of putting a dent into Qualcomm's smartphone business than Qualcomm
    can put a dent in Intel's server business. AMD has been at it for years and look where they ended up eventually. At least with AMD, they have or had a much better chance of competing against Intel.
    Qualcomm investors are dreaming if they think Qualcomm can actually produce server chips that can serve anywhere near what Intel's can. If anyone talks non Intel's servers, it's only for the reason of using it as a bargaining chip.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Feb 4, 2016 1:49 PM Flag

    Also notice that months ago, another major negative analyst (Romit Shah of Nomura Securities), changed it negative rating of Intel and went to a Buy with currently a price target of $38 a share.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Feb 4, 2016 1:47 PM Flag

    I think the $25 target price has been completely taken out currently.
    If you look at the Analyst Opinion section, the low target now stands at $29.
    So I'm sure that the second paragraph got it wrong by saying it was a drop to $25.
    Still, don't know why they say just analysts rather than naming James Covello.
    Could it be now a group of analysts look at Intel at Goldman rather than James himself?

    Sentiment: Strong Buy

  • Apparently, Goldman Sachs has upgraded Intel stock yesterday from
    Sell to Neutral and has set a price target of $31.
    I'm wondering if this is a new chip analyst they may have gotten to say this
    rather than the old Jim Covello.
    Do you have any idea who the actual analyst is who set the price target of
    $31.
    Last I heard of Goldman and James Covello was a Sell rating with $25 as a price target.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Feb 3, 2016 11:39 AM Flag

    I'm using today as a buying opportunity.
    I decided to add to my long term 2018 leaps and also selling some
    2017 puts to fund it. Have no problem buying Intel at a discount.
    The company is in a very strong position.
    The ones who really have problems are the ones placing their hopes
    on companies like Qualcomm. What a mess over there!

    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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

    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

  • 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

  • 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

  • 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

  • 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

  • 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

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