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Intel Corporation Message Board

paul.ottelini 175 posts  |  Last Activity: Aug 29, 2014 5:04 AM Member since: Oct 12, 2007
  • paul.ottelini paul.ottelini Jul 16, 2014 9:33 AM Flag

    Seems to be the new high at $50.
    Bull case scenario according to Jeffries on Intel is $60.

    Sentiment: Strong Buy

  • Maintained outperform rating.

    Sentiment: Strong Buy

  • oh who cares what Goldman's Covello says.
    Nobody cares anymore about Covello's thoughts.

    Sentiment: Strong Buy

  • In a report published Wednesday, Stifel analyst Kevin Cassidy reiterated a Buy rating on Intel (NASDAQ: INTC), and raised the price target from $31.00 to $36.00.

    In the report, Stifel noted, “Intel delivered June revenues and earnings slightly above its positive pre-announcement. Looking out to the September quarter, demand is expected to return to a seasonal up 4% q/q growth and gross margin is expected to soar to a near four-year high 66% as the company continues to wring out costs from its 22nm manufacturing process.

    "Other positives include Grantley production launch set for the September quarter, 14nm Broadwell CPUs fully qualified, Intel-based tablet units tracking 40mn by year end and a new $20bn share repurchase program. The INTC bears may point to the ~$1bn quarterly operating loss in the Mobile and Communications Group but we agree with management that Intel's viability in broadening its markets and outgrowing its peers may depend on having full-featured cellular modems integrated into its processors. We maintain our Buy rating.”

    Sentiment: Strong Buy

  • Piper Jaffray analyst Ruben Roy reiterated an Overweight rating and boosted his price target on Intel (NASDAQ: INTC) to $37.00 (from $31.00) following solid Q2 results and outlook. The firm notes momentum continues and they remain bullish on solid progress.

    "While the corporate PC demand environment could weaken in 2015, INTC expects recent positive trends to continue through year-end," Roy said. "Our recent supply chain checks suggest that new, lower priced, form-factors that are expected to ship in 2H, could drive improved consumer PC demand."

    The firm raised FY 2014 EPS from $1.90 to $2.14 and FY 2015 EPS from $2.05 to $2.30.

    Sentiment: Strong Buy

  • paul.ottelini by paul.ottelini Jul 16, 2014 9:15 AM Flag

    Raises Price target to $37.50

    Sentiment: Strong Buy

  • Jefferies analyst Mark Lipacis reiterated a Buy rating, raised estimates and boosted his price target on Intel (NASDAQ: INTC) to $45.00 (from $40.00) following strong Q2 results and outlook. He sees a $60 bull case price target.

    Lipacis comments, "Our Moore Stress thesis says that Intel stays on the transistor cost curve while its competitors fall off. Said another way, we expect a shakeout in MPUs, share gains in tablets/mobile and higher profitability. Near term Intel is benefiting from a PC upgrade cycle, but signals of our secular cost structure and capital return theses came through in its 2Q14 report. Our bull case price target is $60."

    The firm raised Q3 EPS from $0.61 to $0.67, FY 2014 EPS from $2.16 to $2.28 and FY 2015 EPS from 2.51 to $2.84.

    Sentiment: Strong Buy

  • Reply to

    Why is Lucy Still Here???

    by wallisweaver Jul 15, 2014 4:45 PM
    paul.ottelini paul.ottelini Jul 15, 2014 9:40 PM Flag

    The classic lucy bad call.
    Sell Intel at $19 and buy Cisco

    Sentiment: Strong Buy

  • paul.ottelini by paul.ottelini Jul 15, 2014 9:37 PM Flag

    They make no sense at all.
    They are just spewing out jiberish.

    The insanity has been taken to a new level.

    Oh yeah! I'm getting richer by the day.

    Sentiment: Strong Buy

  • Reply to

    So tell me Wallis?

    by paul.ottelini Jul 15, 2014 8:07 PM
    paul.ottelini paul.ottelini Jul 15, 2014 8:54 PM Flag

    Right on!

    Sentiment: Strong Buy

  • paul.ottelini by paul.ottelini Jul 15, 2014 8:52 PM Flag

    For Q2, expectations were for revenues of $13.69 Billion and EPS of 0.52.
    Intel delivered actual results of $13.8 Billion in revenues and EPS of 0.56.
    WOW!

    For Q3, expectations are for revenues of $14.02 Billion and EPS of 0.56.
    Intel guided for revenues of $14.4 Billion and EPS of 64 cents.
    Double WOW!

    And $53.35 Billion revenue guidance for 2014. Expectations are $54.55.
    Another WOW!

    Things are looking good!

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Jul 15, 2014 8:34 PM Flag

    Looks pretty close to me. Q2 was at least better than revised guidance and EPS about a penny shy of what I expected, but much higher than markets expectations. They did guide Q3 in a seasonal fashion, which is quite a bit higher than expectations. But the 66% gross margin was huge!

    Sentiment: Strong Buy

  • Reply to

    Oh! What is this?

    by paul.ottelini Jul 14, 2014 11:59 PM
    paul.ottelini paul.ottelini Jul 15, 2014 8:31 PM Flag

    Another new 52 week high today and another one looks like tomorrow.
    These liars must be going nuts tonight.

    Sentiment: Strong Buy

  • Reply to

    $20 Billion Buyback.

    by biopharminvestor Jul 15, 2014 8:07 PM
    paul.ottelini paul.ottelini Jul 15, 2014 8:23 PM Flag

    What's even bigger is the detail Intel is giving in its buyback plans.
    As far as I know, Intel has never stated how much it intends to spend in the upcoming quarter.
    This is a first. Saying with confidence that it intends to use a big chunk of the $20 Billion (in excess of $8 Billion), to repurchase share in the next 6 months places a huge buying pressure on the stock during this period. Shorts may run scared soon and that alone could send the stock a lot higher from here.
    After the revised guidance of earnings for Q2, we saw the stock rise about $3 in a matter of 1 month.
    I think this buyback intention is bigger than that.

    Sentiment: Strong Buy

  • paul.ottelini by paul.ottelini Jul 15, 2014 8:07 PM Flag

    How does it feel to be a long on Intel at current prices?
    That $35 price could come a lot sooner than I thought.
    Might wait till $35 for me to move my 2015 calls over to 2016, to ride another
    year of some nice gains.
    I know one thing, the intention on Intel's part to actually purchase $4 Billion worth of shares in Q3 and at least another $4 Billion in Q4, has to be placing a huge uncertainty on anybody that dares to bet against Intel.
    That's like Intel making huge 10 million share purchases in any given day out of a 3 months period for 12 times. Has got to place some serious pressure on shorts on those days to cover.

    Sentiment: Strong Buy

  • Reply to

    Stacy Rasgon Being a Jerk

    by wallisweaver Jul 15, 2014 5:43 PM
    paul.ottelini paul.ottelini Jul 15, 2014 8:02 PM Flag

    What's his price target anyways?
    Last I checked, Covello was the lowest.
    Does Rasgon hold the crown now?

    Sentiment: Strong Buy

  • This was when Intel was in the mid $20's.
    Of course it was being said by a number of Intel haters on this board.
    Could also be the same person with different ID's.
    Now, $28 is considered the bottom that Intel stock could hit.
    Not the top, but the bottom.
    Do they hear themselves talk?
    In the meantime, I for one am getting richer by the day as Intel stock continues
    to reach new 10 year highs.
    It's good to be a long!

    Sentiment: Strong Buy

  • paul.ottelini by paul.ottelini Jul 14, 2014 11:59 PM Flag

    Another new 52 week high?
    Just getting more painful by the day for the shorties.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Jul 14, 2014 12:48 AM Flag

    Buying puts on Intel is a very risky move in my opinion.
    As for earnings, I have confidence that Intel will be near the higher end of its revised guidance.
    And they will guide for Q3 in a seasonal fashion. In other words, a revenue of $14 Billion and EPS of 56 cents for Q2 and guidance of about $14.7 Billion for Q3 with about 64% GM.

    Sentiment: Strong Buy

  • I was impressed with the great earnings numbers than Intel had
    under Otellini's watch in the past, but I'm also glad that BK
    has replaced him as CEO. Noticed that under Otellini's watch,
    INTC stock never hit $30 a share. No matter how good the earnings
    growth was. No that we have an engineer as a CEO, I believe that large
    investors have more hope that Intel can bring its technology into
    new areas. Having said that, what price do you think now that Intel may reach
    during 2014. I'm guessing we may see the high of the year in November/ December time
    frame, after Intel delivers its investor meeting. I'm looking to see somewhere around $35
    to $37 range. What do you think or what kind of price are you looking to see towards the high
    of 2014 for Intel?

    Sentiment: Strong Buy

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