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Intel Corporation Message Board

paul.ottelini 140 posts  |  Last Activity: 16 hours ago Member since: Oct 12, 2007
  • paul.ottelini paul.ottelini 16 hours ago Flag

    I'm curious as to what Apple's ipad sales are for last quarter.
    Many Intel naysayers have been saying that the iPad is taking away Intel's PC sales or cannibalizing it. Yet from the looks of things, iPad sales have been down by double digits as of last quarter while Intel is again showing very nice growth in PC sales. For last quarter, sales of iPad were down over 16% year over year. Let's see what this quarter holds for Apple's iPad. Last year for Q3, Apple sold 14.6 million iPads. So it's not that difficult to beat that number.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini 16 hours ago Flag

    I suppose you are bringing this up to make me look bad for some reason.
    You sound very much like pumperkryptonite, who most likely decided to change ID's rather than disappear.
    So let's say some people bought Intel stock at that time, which was trading around $20 or under.
    For whatever reason they bought, I do not think they are regretting it now or complaining why Apple is not using Intel chips in their iPhones, considering it's up 70% and the wait has also got them 6 years of dividends which is many times larger than savings rates.

    Sentiment: Strong Buy

  • How y'all doin?
    Intel ain't doing bad at all today.

    Sentiment: Strong Buy

  • paul.ottelini paul.ottelini Jul 21, 2014 12:48 AM Flag

    If what goes for Apple also goes for Intel according to AE's reasoning,
    then Intel could see as high as $40 in the next 4 months.
    Sounds good to me

    Sentiment: Strong Buy

  • Reply to

    Paul

    by wallisweaver Jul 16, 2014 4:16 PM
    paul.ottelini paul.ottelini Jul 16, 2014 8:42 PM Flag

    Glory Glory Hallelujah!!!!!!!!!!!!!!!!!

    Sentiment: Strong Buy

  • Reply to

    A Day of Great Progress

    by wallisweaver Jul 16, 2014 5:35 PM
    paul.ottelini paul.ottelini Jul 16, 2014 8:38 PM Flag

    A day of great profits.
    Not a record, but very close.
    Record daily profit also comes from Intel calls for me.

    Sentiment: Strong Buy

  • paul.ottelini by paul.ottelini Jul 16, 2014 8:36 PM Flag

    We raise our '14 EPS estimate by $0.14 to $2.18 and '15's by $0.09 to $2.22. We up our 12-month target price by $3 to $37, on P/E near peers. INTC posts Q2 EPS of $0.55 vs. $0.39, beating our $0.53 estimate. Sales rose 8%, driven by growth in its PC and server businesses. Margins widened, aided by higher volume and lower 14nm ramp costs. We remain optimistic about PC stabilization and growth potential for its server business. While mobility remains lackluster, we see improvement on the horizon. We expect aggressive share repurchases given a new $20 billion authorization.

    Sentiment: Strong Buy

  • paul.ottelini by paul.ottelini Jul 16, 2014 8:31 PM Flag

    Shares of Intel (NASDAQ: INTC) are up more than 8.5 percent Wednesday after a slew of analysts released coverage on the company.

    Morgan Stanley reiterated an Equal-weight rating and raised the company's price target from $28 to $30.

    Barclays maintained an Equal-Weight rating, while raising its price target from $28 to $30.

    BMO Capital Markets reiterated an Outperform rating with a price target increase from $33 to $37. Analysts at BMO Capital Markets favored Intel's change in capital structure.

    Deutsche Bank maintained its Buy, but raised its price target from $35 to $40, expecting an improving third quarter with improving NT demand.

    Canaccord reiterated a Hold rating, while increasing its price target from $31 to $33. Analysts at Canaccord like Intel's ability to improve its gross margins.

    Credit Suisse reiterated an Outperform rating, while increasing its price target from $35 to $40.

    Raymond James reiterated its Underperform rating due to lowered 2014 EPS from $2.18 to $2.09. The firm expects strong fourth quarter 2014 results with commercial upgrade cycles and improvement in Broadwell.

    Ascendiant Capital Markets increased Intel's price target from $22 to $24. The firm favors Intel's strong enterprise, along with its small and medium business upgrade pushing PC clients higher.

    UBS upgraded Intel from Neutral to Buy, raising its price target from $30 to $37.50.

    Sentiment: Strong Buy

  • 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

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