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Intel Corporation Message Board

stockjock44 29 posts  |  Last Activity: May 19, 2015 1:43 PM Member since: Aug 24, 1998
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  • Excerpt from: Morgan Stanley‘s Katy Huberty, Joseph Moore, Keith Weiss, and Grace Chen today warn in a note to clients not to expect any improvement in the personal computer and hard disk drive market until Q3 of this year, as “weaker supply chain data” show that any “inflection” wont’ happen for months.
    Intel (INTC) may actually fare somewhat better, seeing perhaps a 6.1% rise in revenue versus the company’s own forecast for a 3.3% increase, and the five-year record of 4.2% revenue rise in Q2.

  • stockjock44 stockjock44 May 9, 2015 7:18 AM Flag

    In economics terms it's referred to stage 2 production.

  • stockjock44 stockjock44 May 8, 2015 8:25 AM Flag

    Kinda agrees with my analysis posted on 4-23-15
    When it comes to bad math, Wall St. is the best there is. INTC during their conference call guided to essentially a flat year over 2015. This would lead you to believe that the EPS should be the same as 2014. If that were true, we should expect about 2.20/ share. The S&P is trading at 19.2 times 2016 earnings. INTC is projected to earn 2.40/ share in 2016. Taking 19.2 times 2015 earnings of 2.20/ share = 42.24/share. If you take 19.2 times earnings times 2.40/ share for 2016 earnings, you get 46.08/ share. These are prices for the adv. S&P 500 companies. Now let’s add 1.5 billion capex cut for 2015 and an 800 million reduction in mobile losses. Divide that by roughly 5 billion shares outstanding and you get 2.3 billion dollars divided by 5 billion shares = .46/ share that no one is talking about. Take that .46/share and multiply it times 19.2 for the adv. S&P earnings and you get 8.83/share. Add 2015 projected earnings of 2.20/share, plus the .46/share and presto you have 2.66/ share. Take 2.66/share and multiply it by 19.2 times earnings and you get 51.07/share. It gets even better if you use 2016 earnings of 2.40/ share plus 1.5 billion reduction in capex and 4 billion reduction in mobile losses. The 1.5 billion plus the 4 billion = 5.5 billion divided by 5 billion shares = 1.10/share. Take the 2016 earnings times of 2.40/share and add 1.10/share and you have 3.50/share in 2016. Take 3.50/share and multiply it by 19.2 time earnings and you get 67.20/share. I can only think of 2 reasons we are trading so low. Either INTC is planning on going broke or Wall St. is BS-ing you into selling your shares at a ridiculous low price, so they can buy them and run the price up (they win – you lose).

  • stockjock44 by stockjock44 May 5, 2015 2:33 PM Flag

    Looks like Wall St is doing it again. INTC pays a 25 cent dividend and they think its 75 cents or more. Down over 80 cents because they wanted a 25 cent dividend and ended up paying 80 cents for it. Makes you wonder why anyone would ever buy a mutual fund with these geniuses running them.

  • Reply to

    ARM Blows Through $53

    by wallisweaver Apr 28, 2015 10:24 AM
    stockjock44 stockjock44 Apr 28, 2015 11:22 AM Flag

    Wally: Would you do me a favor and stick with cut and pasting INTC articles. I find it a great help and allows me to see article from journals that I don't have access to. Please lay off the ARMH junk and blowing thru 53 until INTC has the pleasure of getting to 53. It wasn't too long ago that ARMH & INTC were both at 22. One took off and the other left like a ballistic missile, unfortunately it wasn't INTC. TIA

  • Reply to

    INTC's stock price & bad math

    by stockjock44 Apr 23, 2015 12:05 PM
    stockjock44 stockjock44 Apr 24, 2015 10:50 AM Flag

    Alex- point well taken. You've stated this before. My premis is: this has been accounted for , much like buying back shares reduces outstanding shares. Either INTC is planning on going broke by Wall St pricing or someone is holding the price down and accumulating big time. The real question is - who and how long is it going to take?

  • stockjock44 by stockjock44 Apr 24, 2015 10:15 AM Flag

    Anyone have any idea what today's excuse is? MSFT hit it out of the park and up 6%. GOOG beat and up 2%. TSM up 2% and they lost the AAPL business. Gotta wonder when INTC's management is going to say something positive and stem the loses. A great first step would be to discontinue all stock option awards until the stock price rises to 40/ share. I guarantee the price would be 40+ in a few months. they might have to buy back 200 million shares, but it would happen. JMO

  • When it comes to bad math, Wall St. is the best there is. INTC during their conference call guided to essentially a flat year over 2015. This would lead you to believe that the EPS should be the same as 2014. If that were true, we should expect about 2.20/ share. The S&P is trading at 19.2 times 2016 earnings. INTC is projected to earn 2.40/ share in 2016. Taking 19.2 times 2015 earnings of 2.20/ share = 42.24/share. If you take 19.2 times earnings times 2.40/ share for 2016 earnings, you get 46.08/ share. These are prices for the adv. S&P 500 companies. Now let’s add 1.5 billion capex cut for 2015 and an 800 million reduction in mobile losses. Divide that by roughly 5 billion shares outstanding and you get 2.3 billion dollars divided by 5 billion shares = .46/ share that no one is talking about. Take that .46/share and multiply it times 19.2 for the adv. S&P earnings and you get 8.83/share. Add 2015 projected earnings of 2.20/share, plus the .46/share and presto you have 2.66/ share. Take 2.66/share and multiply it by 19.2 times earnings and you get 51.07/share. It gets even better if you use 2016 earnings of 2.40/ share plus 1.5 billion reduction in capex and 4 billion reduction in mobile losses. The 1.5 billion plus the 4 billion = 5.5 billion divided by 5 billion shares = 1.10/share. Take the 2016 earnings times of 2.40/share and add 1.10/share and you have 3.50/share in 2016. Take 3.50/share and multiply it by 19.2 time earnings and you get 67.20/share. I can only think of 2 reasons we are trading so low. Either INTC is planning on going broke or Wall St. is BS-ing you into selling your shares at a ridiculous low price, so they can buy them and run the price up (they win – you lose).

  • stockjock44 by stockjock44 Apr 22, 2015 4:58 PM Flag

    Looks like the last 5 minutes had the big boys really spooked. True to form, they have recovered after hours and taken it back to the ditch with a minimum amount of shares to achieve it. Leaves you to wonder what the motive is. Is it someone buying a boat load of shares or something else?

  • stockjock44 stockjock44 Apr 22, 2015 4:39 PM Flag

    Should have had INTC make them for them!

  • Reply to

    INTC does it again

    by stockjock44 Apr 9, 2015 9:31 AM
    stockjock44 stockjock44 Apr 9, 2015 9:45 AM Flag

    While I agree with you , my point is why won't anyone pay a PE of 20 or better for INTC. premier position in the industry The reason ALTR has a PE so high is INTC's 14 nm.

  • stockjock44 by stockjock44 Apr 9, 2015 9:31 AM Flag

    Sure hope those idiots at INTC do something right and buy a boat load of stock for the buy back program today. Seems kinda funny that everyone will pay up to buy a company, but no one will pay up to own a great company. ALTR PE =27 - INTC PE = 13. Shows the stupidity of Wall St. and investors.

  • stockjock44 by stockjock44 Apr 8, 2015 2:42 PM Flag

    From Barron's 4-8-15
    Intel’s (ticker: INTC) options trading pattern suggests some investors think the stock’s 13% year-to-date decline masks an earnings rally.

    Over the past 10 sessions, investors have bought about 61,000 April $34 calls, and about 35,000 April $33.50 calls. Both options expire April 24. The stock is around $31, and associated options are priced as if next week’s earnings news will cause the stock to make an extraordinarily sharp...

  • By Saqib Iqbal Ahmed

    NEW YORK, April 6 (Reuters) - A March 27 tweet sent the same minute as news broke that chipmaker Intel Corp was in talks to buy Altera Corp appeared to come after very timely trades in Altera's options by several seconds, according to Thomson Reuters data.

    The tweet by Wall Street Journal reporter Dana Mattioli, sent the same minute as the headlines, led to speculation that it may have spurred the timely options trades. The tweet, however, was sent 19 seconds after the initial options trades.

    On March 27, short-term call options conveying the right to buy Altera shares at $36 and $37 traded in unusually heavy volume at 3:32:39 p.m. EDT, according to Thomson Reuters data.

    The trades occurred a second after headlines on the possible deal appeared on Dow Jones Newswires, and before Altera's shares were halted.

    "It is our policy to publish news before sharing via social media," said Colleen Schwartz, a spokeswoman for Dow Jones, which publishes the Wall Street Journal

  • stockjock44 stockjock44 Apr 2, 2015 5:53 PM Flag

    May they be right and INTC hit the price target in 6 months or less. Happy Easter everybody!

  • stockjock44 by stockjock44 Mar 27, 2015 10:36 AM Flag

    Alcatraz research says Windows 10 is coming in China for smart phones. Anybody know what processor they are going to use? Summary: Microsoft: The China Mobile-Backed Lenovo Windows 10 Smartphone Could Be A Future Tailwind

  • stockjock44 by stockjock44 Mar 26, 2015 9:50 AM Flag

    Looks like the arrogance of INTC management and Wall St stupidity may be synergizing to cause a depression. INTC announced a shortfall this qrt and is going into a quiet period for the next 3 weeks. This causes all investors to fear the worst. Wall St on the other hand wants a correction so bad they can taste it. The try to crash the market on good news as we will have inflation and raise interest rates. they try to crash the markets when sales slow down because it hurts their profits. The problem is it's starting to get out of hand, mutual funds and hedge funds have started dumping in quanity to preserve capital. This is now approaching threshold of disaster. Time for these idiots to wake up, quit the panic selling and start buying the quality stocks. The PE for the S&P was 17.7 last week. INTC is now at a PE of 13 and pushing a 4% dividend.

  • stockjock44 stockjock44 Mar 25, 2015 4:21 PM Flag

    Promises, promises, promises. But I do like your thinking.

  • Reply to

    Yesterday 30.22 was the next support

    by billy_ray_valentine Mar 25, 2015 10:47 AM
    stockjock44 stockjock44 Mar 25, 2015 1:15 PM Flag

    Gotta love the buyback and the incompetent fool they have running it. INTC is now the #1 shorted company in the NASDAC.

  • Reply to

    Intc

    by shmemony Mar 25, 2015 12:40 PM
    stockjock44 stockjock44 Mar 25, 2015 1:14 PM Flag

    The place to send this is investor relations. I've sent them several letters and they've only responded once. Suggest more people register their displeasure and demand a reply. Maybe they'll get the hint. JMO

INTC
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