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And to me. I have a number of bond oriented mutual funds, some investment grade and some junk quality. They have all had a nice run since the 2009 meltdown. That run is coming to end in 2013 IMO so I've been trading out of these funds and trying to buy INTC at around $19 which had proven more difficult than it would seem.
I'm going to miss hearing Paul speak. This Q and A is a great listen.
Will intel need to warn on a Q4 revenue miss or did they lower expectations enough to cover what appears to be a terrible quarter? If so about when can we expect that shoe to drop?
Why would GS fire him? His job is to drive the price of INTC down so that GS can buy shares low and sell covered calls against them. Something GS is quite good at.
They could have made this call a month ago along with everyone else, but why waste the affect when other analysts are already creating a downward spiral? Better to wait until the price stabilizes at a low point (around $20) then make the call to drive it down further and squeeze all remaining sellers out the stock.
How many people...
Technology purchasing habits of the business community are quitw different from the general 'people' population.
While I am disappointed in Clover Trail being absent from the Surface for holiday shopping, I expect businesses to be picking up the Core Surface Pro next year in droves in IT departments that are ready to experiment with a tablet based strategy for selected areas of the enterprise.
OT: Win8 install over XP - thanks all for the input, I will not be doing the Win8 upgrade and will wait and buy a new convertible instead in 2013. That way I boost the stock price too :)
I would opt for the Atom Z2670 Win8 Tablet i that list and I think others would as well especially if they could 'feel' the performance difference over the SurfaceRT option. It's disappointing that customers in the Microsoft store don't have an Atom based tablet these to play with.
OT: can I successfully upgrade my Windows XP laptop directly to Win8 using this $39 Win8 Pro upgrade? Also this laptop is a Core 2 Duo T9300 running XP with good response. Will Windows 8 require more resources and end up not being as responsive? Any thoughts are appreciated.
Thanks for the research. Didn't realize my order would move the needle that much. :)
Can anyone post the details of the INTC trade that went off around 9:30 Eastern time? Just wondering the size and price of that block or blocks.
yep thanks for the correction, I guess my real question is whether intel will participate in the Surface launch at all this holiday season, and the answer appears to be 'no'. I'm sure it has been said before on this board, but it's only sinking in to me now :(
and do we know when that will arrive in the Microsoft stores?
Where is Clover Trail again? Does anyone have the true story of why Surface Pro with Clover Trail is not present in the Microsoft stores? Went to the Microsoft store in San Jose last weekend and saw a lot of people playing with Surface RT but no word from the sales people about Intel based Surface tablets.
19.16 is the new support level to watch from the 2 year chart. After that it's Ronster's 17.60 washout hit back in Sept 2010 on the 5 year chart. Any opinions on whether 19.16 will hold?
Support broken at 19.50+, looking for the big wooosh near the close. Expecting will be down more than a $1 today. If it wasn't panic time before it certainly is now. We should see continued selling until all the sellers have capitulated.
Sold Dec 19 PUT for .34 cents
We will see if 19.50 will hold otherwise 19.15 is next support level at the 2 year low.
Purchased shares this morning for 19.68 and sold a Dec $20 call for .42 cents.
I'm thinking lower prices to buy INTC will be attainable in the coming weeks. Below $20 for sure and maybe below $19?
That fact that we are seeing such a large volume of backing and filling at around $20.11 today on such a huge up day for Nasdaq tells me that we will see a significant drop in price on the next down day for the markets.
I don't think the question really is will people dump their laptop/desktops for a tablet. The question is really whether within the household will there be three laptops/desktops or just one plus two tablets/chromebooks? In the last five years Intel/PC makers benefited from everyone in the household having a PC because that was the only the content consumption device available. All along the kids and teens may have done just fine with just a tablet for email, pictures and hulu, netflix etc. and a powerful laptop was overkill for what they needed but alas that's all that was available. Now pure content consumption devices ARE available and households may be able to get by with just one content creation device (PC) and the rest just content consumption devices. This hurts intel until we are in those devices in mass.
Not sure the time is right for a manufacturing guy (Krzanich==Barrett) again. On that front the company seems to already be operating on all cylinders. I considered PSO as the right guy (marketing, finance strengths) at this time in the companies evolution but that hasn't worked out that well for shareholders unfortunately.
I'm putting my money on Dadi as Paul's replacement. It's time to rotate back to an engineer to run the company.
Sold some PUT options this morning:
Sold Dec 19s for .26 cents
Sold Jan 19s for .52 cents
Already had Dec 20s for .30 cents
So is the author saying that this was just 'chopped liver'?
http://finance.yahoo.com/echarts?s=INTC+Interactive#symbol=intc;range=6m;compare=;indicator=volume;charttype=area;crosshair=on;ohlcvalues=0;logscale=off;source=undefined;
we're in 4.5% yield territory and still no support. the yield floor for INTC is clearly not there given these fundamentals. we may see 18 and change before the year is out, wow.
What does Sharp have that Intel wants?
Could they just be paying for a design win?
Samsung hits Apple with 20% price hike.
http://www.marketwatch.com/story/samsung-hits-apple-with-20-price-hike-report-2012-11-11
Bought back my 20% position at around the same price (20.98) + some more shares. I'm over my initial anger and hysteria. And my wife gave me a tongue lashing.
Honey Boo-Boo had a happier outcome.
Dumping 20% of my intc this morning at around $21. Will look to dump an additional 20% if we fall to $20.50. The stock is dead for the next 18 months IMO.
Apple moving to Intel etc.
Looks to me like they are trying to keep the pressure on the stock to break it down below 21. I think we will see 21 soon and may see 20 by year end unless some early indications of Win8 uptick is announced. Absent that or some other major announcement, then sub 20 is certainly a strong possibility because it's just too easy for wall street to continue beating the drum of Intel 'mobile lateness' and Intel has no ability to respond.
You mean people in Boston might come up to you on the subway and say 'give me your laptop dude' and then walk off? Man that's a rough place to live.
I surmise that its the beginning of the appearance of articles like this: Intel May Be Nearing a 'Tradable' Bottom
http://www.minyanville.com/trading-and-investing/stocks/articles/intc-intel-tech-stocks-tech-sector/10/23/2012/id/45250
I saw a few others like it too. At first these 'head-fakes' generally set the retail investor up for a loss but eventually these articles will probably start appearing in mass.
AMD...
During the call instead of the usual 'congratulations on the quarter etc.', I heard one analyst end his question with 'thanks...and good luck'.
I'd hate to be a CEO and have people wishing me 'good luck'.
Why has that advantage been unimportant in the cell phone field until now, and why will it become more important now ?
SOCs. Although Intel still needs to get better in the SOC space, they are at least in it now.
It may be a good long run (2 quarters out) decision especially if the downtime is used to hasten conversion to 14nm as he indicated, but the lower guidance on margins will take the stock lower in the coming two weeks.
I'd say down from here is a safe bet based on q4 outlook of lower margins (57%) and flat revenue guidance. I'm still thinking a price of 21 is likely and possibly $20 before things can turn around.
I've been adding shares at 24,23,22 and am trying to sell puts at 21 and 20 (and will take assignments at those strikes). My bet is that the price will bounce around between 20 and 25 from now and through 2013. Loading up now will allow me to aggressively sell covered calls at strikes between 22 and 25 through the year. This strategy requires that at least some positive Intel news gains some traction in 2013. I think that's a reasonable bet unless this truly is the end of the (intel) world as we knew it.
re: Intel isn't getting out there with press announcements or discussions of strategy
I think the better strategy for fighting the negative press and analyst sentiment is to wait before beginning your own round of positive announcements and data points rather than trying to go toe-to-toe against the current negativism. Intel's positive message would get lost in the fray otherwise.
but Broadwell (14nm) could be...
14nm Broadwell is and always has been the game changer that Intel is targeting. Everything else exists to fend off the ARM onslaught and naysayers until Broadwell arrives. It will be time to give up on Intel's roadmap into low power form factors, if and only if Broadwell fails to deliver in the marketplace.