Intel Corporation Message Board

Google Finance shows Intel currently up 20 cents in pre market trade
while ARMh is down 84 cents.

Sentiment: Strong Buy

Sounds good to me. But it looks more and more like we could hit those numbers sooner

I see $30 in 2013.

Sentiment: Strong Buy

This was at Google Finance section on Intel.

Sentiment: Strong Buy

This was from Google Money page on Intel stock.

Intel Corporation (NASDAQ:INTC)’s price target has been raised by a report from Jefferies, from $24 to $27, expecting a potential upside in the second half of the year. The report based their judgment on the following points:
•Microsoft Corporation (NASDAQ:MSFT) is getting more aggressive in pricing of Windows 8 and Office.

•The new and improved offering from chip maker, Clover Trail and Bay Trail, are gaining popularity.
•Intel’s Clover Trail was used in Samsung Galaxy Tab 3, which reduces the chip maker’s dependence on windows platform.

The report believes that Intel Corporation (NASDAQ:INTC) will be a leading semiconductor manufacturing process in 3-to-5 years helping the chip maker to become a leading supplier of handset MPU’s. Earlier, Intel Corporation (NASDAQ:INTC) and Microsoft Corporation (NASDAQ:MSFT) believed that PC market is price inelastic. This helped other platforms (ARM + IOS or Android) to take advantage in the faster growing lower end segment. However, this is changing now, and both companies are now refocusing on growth segment.


From Computex

The recent Computex helped the analyst to confirm on two points. First, Intel’s ATOM-based Clover Trail is gaining popularity in tablet like devices, and its Bay Trail processors will be a good fit for Notebooks and convertibles, primarily due to their enhanced battery life. Second, the software giant Microsoft Corporation (NASDAQ:MSFT) is offering big discount, as much as 70 percent, on a combined package of Windows 8 and Office for devices with sub-11 inch screens. The report believes this could help the company to boost the growth.

Intel chips were used in the Samsung’s Android-driven Galaxy Tab 3, as per the report this fact reflects that, in the long term Intel Corporation (NASDAQ:INTC) will “be one of the leading suppliers of MPU’s into mobile computing form factors.”

Sentiment: Strong Buy

This comes from a Motley Fool article.

"I fully understand why short-sellers are skeptical of Intel, but I don't believe they're seeing the big picture. Intel's decline in PC's will be slow and gradual, and it remains a source of consistent cash flow in the meantime. In addition, Intel is in line to be the prime beneficiary of the big data center evolution, with its next-generation processing chips being used by big name storage companies. Intel has also begun to edge its way into the tablet microprocessing market with a lion's share of the Windows OS tablets and just last week with the announcement that its microprocessors were found in the Samsung Galaxy Note 3."

I will add some details to that.
Intel's data center group is poised to show growth in the neighborhood of 10% to 20% annually.
It would have to be much closer to the 20% amount if smartphone and tablet growth expectations come to be true. The more features that get added to mobile products the more necessary it will be to add to the server base.
As for the PC group. Intel has given us some data points in previuos investor meetings where they have seen affordability rates increase in emergin markets for PC products. And as these new customers come into the PC world, they will most likely choose a full computing product such as desktops and laptops rather than limited function entertainment products such as tablets. They will certainly go for the best bang for the buck.
So at any time, Intel could actually see nice growth numbers in their PC group revenues.
And the design wins such as the Samsung Galaxy 3 will be a whole new revenue stream for Intel.
The tablet wins that Intel gets will not cannibalize their own laptop and desktop revenues. They will most likely cannibalize the iPads and other tablets that decide not to use the cutting edge processors from Intel.

Sentiment: Strong Buy

This is what he recently said:
In the second half of the year, we're going to want higher-growth stocks, according to Cramer, citing names like Micron (MU_) and HP (HPQ_), which have seen multiple downgrades recently. However, Cramer noted these names could be the big winners for the second-quarter, especially in an environment where macro economics is the topic du jour.

Specifically, TheStreet founder and host of CNBC's Mad Money pointed to the turnaround work being done by HP CEO Meg Whitman: "I was blown away by the transformation of the balance sheet."


Didn't he completely trash HP and Best Buy when they were both trading at their 52 week lows below $12 each?
His headline was, "sell these two stocks NOW!"

Sentiment: Strong Buy

Here is a small part of this clowns report.
"We estimate that a system that uses a Silvermont processor will generate 1/5 to 1/2 the revenue for Intel than a Haswell processor. We think that this is the consequence of CPUs being good enough and devices no longer driven by CPU performance."

Let's look at the second sentence first. If that was true, then Intel's netbooks along with the celerons and pentium would have done much much better than what they currently see. Also, AMD would not be in the pits as it is now since this guy thinks what's under the hood doesn't matter. Intel has been seing a healthy rich mix of processor sales and has been keeping their processor prices the same for every single version of their more than 200 offerrings.
As for the first sentence. Silvermont will generate 1/5 to 1/2 the revenue for Intel than the Haswell. This calls for a huge margin of error. He calls for a total unit shipment of around 325 million for PCs. Not mentioning anything about how many tablet sales and what convertibles may do for Intel. But let's use a very very conservative base of 350 million processor sales for Intel for tablets and PCs. His total revenue estimates are somewhere around $52 Billion for this year or next year and from Intel's figures, the PC segment revenue is around $36 Billion of this $52 Billion. Intel's total ASP figure is around $105 per CPU. Lots of math has to be done to figure out how many units of Silvermont he thinks will sell as opposed to Haswell and more variables have to be given by him such as if any of the older processor models are taken into account for the total units, but nevertheless, he is giving himself a huge margin of error. And maybe a figure that mathematically does not make sense when you look at his $52 Billion total revenue estimates, percentage of Silvermont over Haswell revenue huge range estimate, and the total number of PC processor unit estimates combined.

Sentiment: Strong Buy

The stock was just below $21 a share at the time. Within 4 months, the stock rose as much as 10%, saw some profit taking in August. Only to start a huge run all the way to $29 within 16 months of the downgrade.
That's a gain of 38%.
And Piper Jaffray considers this a neutral?

Sentiment: Strong Buy

They reiterated a neutral rating on March 19, 2013 with a target of $21 a share.
The stock at the time closed at $21.14 a share.
Whoever listened to this clown, miss out on a gain of between 16% if sold today or 23% if sold at its recent high within a 10 week period. And now the clown wants us to sell the stock after Intel makes a huge break in tablet market with Samsung Galaxy win.

Sentiment: Strong Buy