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Intel Corporation Message Board

stockjock44 47 posts  |  Last Activity: Sep 30, 2014 9:12 PM Member since: Aug 24, 1998
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  • stockjock44 by stockjock44 Sep 30, 2014 9:12 PM Flag

    Oct 14 is just 2 weeks away. What we know for sure is they raised guidance for this qtr and fiscal year last cc. They haven't warned so far. Looks like INTC is getting ready for another great Qtr. Mutual funds just ended their fiscal year and completed their window dressing for the qtr and fiscal year. This should ease the selling pressure unless they decide to drive the price down tempororaly to get back in at a lower price. Either way it looks like were going to start the trek up.

  • stockjock44 stockjock44 Sep 30, 2014 1:35 PM Flag

    I just got a Droid maxx from Verizon. Has better battery life, 5" screen and great resolution and doesn't bent like the iPhone 6 or 6+. Old one died and I needed one now while waiting for INTC to come out with one next year. If interested check the specs at Verizon or check my past post for the comparisons.

  • stockjock44 by stockjock44 Sep 30, 2014 12:54 PM Flag

    ARM lower on Bernstein downgrade • 11:14 AM

    Eric Jhonsa, SA News Editor
    Bernstein has downgraded ARM (ARMH -1.7%) to Underperform. The firm thinks forward estimates are too optimistic.
    After entering the year trading at steep multiples, ARM has underperformed the Nasdaq this year by a large margin; shares now trade at 29x 2015E EPS. Investors have historically granted ARM a premium on account of its near-monopoly position in the CPU core IP space.

  • stockjock44 stockjock44 Sep 30, 2014 11:34 AM Flag

    Looking forward to CES. I want a new computer and it looks like these will be the cats meow.

  • stockjock44 stockjock44 Sep 29, 2014 3:45 PM Flag

    If we get a 2 for 1 split, Jimmy boy would be right on target. Too bad he isn't that smart.

  • Reply to

    iPhone 6 and 6 Plus, just okay

    by intel_fanboy Sep 19, 2014 11:38 PM
    stockjock44 stockjock44 Sep 20, 2014 9:42 AM Flag

    Checked Verizon website and compared iPhone 6 to Droid and HTC. Processor might be faster but operating between charges isn't that great.
    Usage Standby Camera Weight Height Width Screen Resolution Aud OS Usage Standby

    Maxx 600 2870 10MP 5.86 oz 5.41" 2.8" 5" 1280x720 M3/T4 4.4 48 Hrs 25 Day

    Mini 336 1670 10MP 4.59oz 4.81" 2.46" 4.3" M3/T3 4.4 28 Hrs 14 Day

    Razr M 408 1200 8MP 4.4oz 4.82" 2.39" 4.3" 960x540 M4/T4 4.1 20 Hrs 17 Day

    iPhone 6 250 840-3g 8MP 4.55oz 5.44" 2.64" 4.7" 1134x750 M3/T4 iOS8 14 Hrs 250 Hrs
    600-LTE 10.41 Day
    iPhone 6+ 384 1440-3G 8MP 6.07oz 6.22" 3.06" 5.5" 1720x1080 M3/T4 iOS8 24 Hrs 384 Hrs
    16 Day
    Galaxy 5 16MP 5.11oz 5.59" 2.85" 5.1" M3/T3 4.4 27 Hrs 20 Day

    HTC 1 5MP 5.64oz 5.76" 2.78" 5" 4.4 12 Hrs 12.2Day

  • stockjock44 stockjock44 Sep 18, 2014 9:02 PM Flag

    What's really funny is GS has INTC as a buy the options volatility in Oct. Apparently they didn't bother to check with Jimmy boy, their in house lackey.

  • Reply to

    Making hay while the sun shines

    by intel_fanboy Sep 17, 2014 8:21 PM
    stockjock44 stockjock44 Sep 18, 2014 9:27 AM Flag

    Checked Verizon website and compared iPhone 6 to Droid and HTC. Processor might be faster but operating between charges isn't that great.
    Usage Standby Camera Weight Height Width Screen Resolution Aud OS Usage Standby

    Maxx 600 2870 10MP 5.86 oz 5.41" 2.8" 5" 1280x720 M3/T4 4.4 48 Hrs 25 Day

    Mini 336 1670 10MP 4.59oz 4.81" 2.46" 4.3" M3/T3 4.4 28 Hrs 14 Day

    Razr M 408 1200 8MP 4.4oz 4.82" 2.39" 4.3" 960x540 M4/T4 4.1 20 Hrs 17 Day


    iPhone 6 250 840-3g 8MP 4.55oz 5.44" 2.64" 4.7" 1134x750 M3/T4 iOS8 14 Hrs 250 Hrs
    600-LTE 10.41 Day
    iPhone 6+ 384 1440-3G 8MP 6.07oz 6.22" 3.06" 5.5" 1720x1080 M3/T4 iOS8 24 Hrs 384 Hrs
    16 Day
    Galaxy 5 16MP 5.11oz 5.59" 2.85" 5.1" M3/T3 4.4 27 Hrs 20 Day

    HTC 1 5MP 5.64oz 5.76" 2.78" 5" 4.4 12 Hrs 12.2Day

  • Reply to

    Big Mouths, No Positions

    by wallisweaver Sep 15, 2014 10:14 AM
    stockjock44 stockjock44 Sep 16, 2014 1:33 PM Flag

    Where I come from, we refer to them as having a big hat and no cattle.

  • Reply to

    Going out on a limb here people-

    by roger.healy Sep 16, 2014 12:27 PM
    stockjock44 stockjock44 Sep 16, 2014 1:31 PM Flag

    Hope that limb is big as I think many other people would like to join you.

  • Global sales of semiconductors rose 10% to a record $28.1 billion in July vs. July 2013, the Semiconductor Industry Association (SIA) reported.

    The July revenue was up 2.4% from $27.4 billion in June.

    Sales in the Americas rose 8.1% compared with July 2013. Chip sales in Europe jumped 14.9%, the region's strongest year-over-year growth since October 2010.
    "The global semiconductor industry posted its highest-ever monthly sales in July and remains on track for a record year in 2014," said Brian Toohey, SIA president and CEO, said in a press release. "All regions posted both month-over-month and year-over-year increases for the third straight month — the first time that has happened in over four years — and sales increased in July across all semiconductor product categories, signifying the market's broad and consistent strength."

    Intel (NASDAQ:INTC) on July 15 beat recently raised Q2 earnings estimates and gave bullish guidance, thanks to strong business PC demand.

    Read More At Investor's Business Daily: http://news.investors.com/technology/090914-716631-global-chip-sales-hit-monthly-record-in-july.htm#ixzz3CrFpvpHd
    Follow us: @IBDinvestors on Twitter | InvestorsBusinessDaily on Facebook

  • Reply to

    INTC is heading $38

    by horse4chmn Sep 5, 2014 11:42 AM
    stockjock44 stockjock44 Sep 5, 2014 5:44 PM Flag

    The quicker the better.

  • Reply to

    Looks like were going up!

    by stockjock44 Sep 3, 2014 12:56 PM
    stockjock44 stockjock44 Sep 3, 2014 6:18 PM Flag

    They also added 9,000 9-05 35.5 calls. 15,000 9-20 35 calls. 4,000 9-12 35 calls and 3,800 9-20 35.5 calls. Seems unusually high volume compared to open interest. Anyone have any other theories?

  • Reply to

    Looks like were going up!

    by stockjock44 Sep 3, 2014 12:56 PM
    stockjock44 stockjock44 Sep 3, 2014 1:22 PM Flag

    While they're at it, they are also buying 26,000 Sept 5 - 35 calls. Another 2.6 million hedge or securing 2.6 million shares 3 days from now.

  • stockjock44 by stockjock44 Sep 3, 2014 12:56 PM Flag

    69,870 Sept 20 - 36 options traded today. Someone is hedging a 7 million short position or they're securing a 36 price 16 days from now.

  • Reply to

    Hans and Freedman bashing

    by semi_equip_junkie Aug 27, 2014 10:23 PM
    stockjock44 stockjock44 Aug 28, 2014 12:02 PM Flag

    The real question is whose buying or covering? When a stock acts like INTC has for the past 2 weeks with low volume and a big bashing lastly, someone wants more without driving up the price. Could be INTC buyback, but the bashing today rules that out and most likely one of their clients is behind it. JMO.

  • How much truth is there to this article?
    TSMC: To Start 16nm Production Earlier, Heat Up Competition
    .By Shuli Ren

    The Chinese language Economic Daily News reported that Apple‘s (AAPL) foundry supplier Taiwan Semiconductor Manufacturing Company, or TSMC (TSM/2330.TW), will start its 16nm FinFET production one quarter earlier than expected, in the first quarter of 2015.

    TSMC has been a great success, capturing more than 90% of the foundry industry’s total profit. But the big debate recently is whether its main client Apple will ditch it for other suppliers next year for the more efficient 14nm or 16nm processes. TSMC has fallen about 10% from early July high after its management commented it may lose market share next year when its competitors such as Samsung Electronics (SSNGY) offer customers deep discounts for qualifying 14nm FINSET processes.

    While TSMC was skeptical of its competitors’ 14nm technology, competitive pressure must have caught up, leading to this news clip.

    Speeding up the 16nm process is good news, according to Barclays analyst Andrew Lu, who has a Buy rating:

    If TSMC is pulling 16nm FinFET production ahead by one quarter, we should see TSMC having comparable FinFET capacity (of 50,000 wafers from 29,000 wafers per month) to Samsung’s by 4Q15. With such capacity, we would expect TSMC to be 100% used for foundry customers while Samsung’s 14nm FinFET capacity would be shared by in-house handset IC production and foundry customers.

    Given TSMC’s 20nm and 16nm equipment is 95% convertible because of the same poly pitch (90nm) and metal pitch (64nm) processes, we expect TSMC to see much better FinFET yield than peers during the first four quarters of ramp-up.

    If TSMC can pull in 16nm FinFET production by one quarter, we estimate it could see US$1.5bn in foundry sales on 16nm FinFET in 2015E (5% of sales in 3Q15 and 12% in 4Q15) from the company’s earlier-guided single-digit percentage of sales from 16nm FinFET in 4Q15E (0% of sales in 3Q

  • Reply to

    Higher volume today. Maybe buyback action?

    by paul.ottelini Aug 21, 2014 5:48 PM
    stockjock44 stockjock44 Aug 22, 2014 9:39 AM Flag

    I really like your thinking!

  • stockjock44 stockjock44 Aug 18, 2014 8:18 AM Flag

    Couldn't have said it better myself.

  • stockjock44 stockjock44 Aug 13, 2014 7:00 PM Flag

    More like the big funds realizing that 14 nm is a game breaker. Looks like they played ARMH to the limit and now most intelligent people realize that TSM and Samsung can't keep up.

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