Much to do about nothing. as the democrats would say you lost get over it. USSR had 95% of the crocked vote and that's all folks. Just like Obama care, its law get over it.
Good to see the old Wally back reporting news from sources many don't have. Hope you continue to do this and lay off the nit picking with the shorters and shills. It only serves to give them more air time and some semblance of credibility.
Your time frame for this to happen is too short. A cycle in the semi business is three years, so you really can't expect this to happen overnight. But it not only is happening, it's inevitable. There is no way ARM can escape from the economic dynamics that are currently in place. I think Russ did a good job of laying them out. I think Intel has now put all the fundamentals into place and focusing on multi-year platform partnerships is incredibly smart. I appreciate your response and deciding my time frame to fit your hypothesis. The reality is May, 2011 when INTC was at 29 you said along with Fast Money Jon Narj. that we were good for 30. The time leading up to this, INTC went from 32nm to 22 nm. they began fin fet. They bought Infenon. They launched Ultra books. they bought McAffe. I could go on and on. the ad reality is the stock price is down, The market is at an all time high. The PE is a joke. Fab 42 is moth balled. We still don't have any mobile presence to speak of. If this isn't incompetence, I don't know what is. Last, bon't forget that Paul O. blew off AAPL mobile and he got a 10% raise while INTC went from 29 to 19 in 2011. He also got a record amount of stock options. It's time for the cheer leading to quit and the stock holders to start demanding competence and quit with the hollow promises.
Wally. Great points. Problem is even with this manufacturing lead they still can't fill their fabs. The saying "If you build it they will come" is for the movie Field of dreams. INTC has proven to be incompetent time and time again when it comes to securing contracts and fill fabs. Look at the latest, fab 42 and its associated components. I could go on and on but I think you get the point.
Option exp today with 25 max pain and 24.5 max loss. They also have over 200 million shares shorted and need to cover them before we can go up. rule # one: the wall street crooks never lose.
Not so sure about the "stable earnings outlook. Good point, but you are taking the analysts word for it. I prefer BK and Stacy's word over the analysts.
With INTC going to 14nm shortly, wonder what will happen if INTC offers Samsung, AAPL or QCOM an exclusive if they go with them? with Samsung and TSMC having trouble at 20nm, this could put the other 2 company's is serious peril if they give one of then an exclusive at 14nm and have them agree to go to 86 processor at 10 nm.
Nice to know we have over 200 million shares that need to be covered and we have a forward PE of 12 with a stable earnings outlook. With the market PE in tech at over 18, the market can take a 30% hit and we will still be under priced or we can appreciate 50% and be at PE levels comparable for other tech stocks. If the DOW continues, look for INTC to appreciate rapidly as the big boys are facing slim pickings for under priced stocks. Just my 2 cents.
Which would you rather have, a soon to be worthless script or shares in something tangible. When all he** breaks loose and inflation soars, I myself prefer something tangible. AKA stocks or gold, not script. Econ 101.
Could be as simple as the options were set to expire. If so, only a fool would let them expire worthless when they have value. Most company options are given with a 10 year expiration.
You should send this to INTC & MSFT investor relations. One of them should be smart enough to see this looks like a great idea.
If they would have bought INTC, they would have solved their manufacturing and tech lead. They would also have a TV product which would have given them a great new product line to leverage with everything else.
Lenovo nears $3 billion deal to buy Google's handset unit. Before that, they bought IBM's unit. When will AAPL, QCOM, INTC wake up. If they don't consolidate, Samsung and Lenovo might take over like Japan did with TV's and China with everything else.
Was today the big correction and capitulation everybody on wall street have been crying for. Did they buy this time instead of staying on the sidelines? Will they jump in and ride it up to 20,000 as some of the bulls predict or will the jackasses roll over the Dow and this anemic recovery we have been muddling thru? Any thoughts?