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re: The TVs will sell for around US $11,175
I think most families in America will be looking to go out and get one of these this Christmas season. And maybe give a few away as gifts.
this is the kind of thing that corporate governance legislation should really be targeting (instead of the silly stuff that we are currently wasting IT resources on), but these guys will probably get off without even a hand slap.
the LA Dodgers immediately come to mind.
Don't you want brand expansion into the general public consciousness beyond more than simple jingles and nerdish images ?
It's an interesting question, but the answer isn't as obvious as it might appear. The idea that you can (or should) keep evolving your brand in order to keep picking up incremental brand loyalty seems like a great concept but sticking with my Caterpillar analogy, if CAT starts a hip marketing campaign with sleek, theme colored machines (like maybe a pink one for the female operators!), how many construction buyers would raise an eyebrow and start looking at other names? Granted this analogy is a bit extreme, but perhaps nerdish images and simple jingles is just the place where Intel needs to be. Sure we all want to be sexy and cool, but please Intel don't risk any of our 40 billion in revenue just for that. So as a shareholder I'll leave the brand management to those that are paid to analyze, measure and take care of it.
Your opinion on this matter is well documented, I'm just saying that anecdotally, I'm not seeing it. While an accurate focus group with statistical analysis would be necessary to really understand the impact of these matters (i.e. AMD lawsuit, EU decision), I say that if each person on this board polled two people (one being a non-tech consumer, the other being a business manager type with > 10K signing privileges), the results would show that the Intel brand remains untarnished.
Note: 'Likable' and 'cool' are not the same as having a highly valued brand. I don't view Caterpillar or UPS as particularly likable or cool, but I know where to turn when I need a backhoe or I need to ship my backhoe, well maybe not. :)
re: their brand has taken enough of a battering already
the only battering I've really experience to Intel's brand has been on these boards. I personally haven't had a single experience where 'joe consumer' or 'joe purchasing agent' is saying: "Boy I'm glad the EU is finally getting those bastards over at Intel!". The average person still holds the brand in high esteem IMO. Maybe things are different across the pond.
I like this part best:
GlobalFoundries denied its roadmap has slipped. ''Our roadmap for 32-nm SOI has not slipped,'' according to a spokesman for the company. ''Yes, the timeframe for introduction has been altered slightly compared to the roadmap we showed you in July, but that is not because of any issues with the technology.
My paraphrase would be:
'Our roadmap for 32-nm SOI has not slipped, we just altered the roadmap we showed you in July'.
ahhhh...a very clever one from duke.
To paraphrase my favorite Donald Sutherland line from 'The Dirty Dozen': 'Never heard of him'
joey, haven't you heard the expression 'let sleeping dogs lie'?
(I won't google it). And yes I follow sports, but you got me there. I just watched the movie about Ernie Davis too. Is it a trick question? Who was Heisman anyway and did he ever win it?
Having said all that, I happen to agree that a tax like this if targeted specifically at eliminating the debt incurred from TARP could be an acceptable solution to shoring up the govt balance sheet.
I for one would be willing to pay more commissions on trades if I knew the additional tax was going directly toward reducing the debt we incurred as a result of keeping our financial system afloat during the credit crisis of 2009. While I am not a fan of increased taxation in general, it would seem that a targeted tax like this could be better shouldered by those of us that are active in the financial markets rather than the general taxpaying population.
way too easy. you should have at least required that 'George' and 'Revolver' be in the answer somewhere.
Has MF actually hired someone with a brain? Refreshing article that actually looks at the competitive landscape instead of just declaring that "things can't get much worse for AMD, so therefore they must get better". At least that was my interpretation of what the Citi analyst said the other day.
http://www.fool.com/investing/general/2009/08/27/is-amd-about-to-turn-a-corner.aspx
hilarious! <eom>
dear prof, I believe 'wealth sharing' would be both the politically correct term and the term used by our current president during his campaign. A term that I find to be very distressing I might add.
Sold some Aug 18 puts this morning for 21 cents.
I am currently short Aug 17 and 18 puts and Sept 17 puts.
I am currently short Sept 21 calls.
Contrary to Sarmad, I don't expect to see $16.80 again even in the face of dismal economic news being spun.
our poster was too busy monitoring his buy orders for INTC in the single digits.
dang, can't get to the CC off the AMD site. Anyone have a link that is working?
Q3 would be looking good if the foundries hadn't screwed me up!
rosy indeed...but I sure like the tone of it.
I would say 'scared stupid' is a better term. The near collapse in the financial system and the Fed's vigilance in keep rates low continues to keep many investors in treasuries. But you can't keep throwing 'money supply' on the fire and not expect it to start burning hot at some point. I think higher rates along with an inflationary period is coming and using the cash/tbills portion of my portfolio to buy hard assets is a strategy that I think will payoff. For example, buying a second home in California sometime in the next 9-12 months could be the opportunity of a life time.
I think the professor has it right. Doesn't everyone remember the days (mid to late 70s) when if you wanted something, the best thing to do was just go out and borrow the money and buy it today because tomorrow it'll just cost you more. Sounds like Intel finance sees a return to those days on the horizon, as many do.
mas, it's absolutely fair for you to hold the opinion that pricing is at the root of many of Intel's woes wrt to stock price. However, and opinion is all it is. It is classic failed Aristotelian logic to say A) I usually drink OJ every day B) I forgot to drink OJ yesterday. C) I have a cold today. Therefore if I had some OJ yesterday I wouldn't have a cold today. There are just too many variables involved to zero-in on pricing as the root cause of Intel's stock price doldrums. Intel has many planners that spend ALL their working lives modeling price elasticity of demand coupled with manufacturing capacity and projected road map cadence. It's a full time job and a full time career for that matter! You can't just pick a couple of data points and draw a definitive conclusion. That's my only point, not that your wrong (although I suspect you are), but that you insist that you are right without understanding all the factors that are involved.
I think we need to wait for volume to settle down before we can establish the new short term range (i.e. 3 month range).
OMG...I thought you'd be ready and willing to give this a rest.
It's funny how ones mindset can get skewed when playing selling covered calls. I find myself rooting for the stock price to stay down so I'll make the income from selling the options, when all along I am much better off with the higher stock price and just closing out the option. How foolish we can be when we just want to be right about something.
Anyway that range sounds good at this point, although I prefer to wait until a couple of low volume days with small price movements to see where the big money has settled out, then I think the range can be estimated more accurately.
Done. But I think Andy will be right here, the AUG 18 calls will expire worthless.
I don't expect to see $20 until the October time frame, and then only if the pundits continue to cry 'inflation' one day and then 'deflation-unemployment' the next. This perpetual see-saw keeps the market for tanking until the real economic data shows signs of true recovery.
Sold some more AUG 19 calls. Trying to decide whether to buy back my JUL 18 calls. I don't want to get called, but there is also a chance they expire worthless on Friday. It's gonna be a nail biter. Thoughts?
well said <eom>
congrats on sabbatical, my wife will take her 4th in a couple of years! Does that age me much?
We haven't seen earnings or the CC to move INTC (to the upside) in a long time. I would love to see it, but frankly I'm not expecting it.
I expect the price to move between 16-18 over the next month or so. With any major corrections bringing it back to 14.50 worst case. I'll let some of my shares be called away at 18 and 19 over the next two months.
I'm selling calls this morning.
Intel needs to show that goods news can translate into higher EPS. It seems like it has been many quarters (and many conference calls) since Intel has been able to surprise analysts significantly to the upside. And Intel needs to show that upside surprises are still possible for them. I think that the analyst consensus is that every time something positives happens for Intel on one front (e.g. higher revenue), then something negative happens (lower margins) to counteract it. Of course that is the sign of a large company being "to large" to grow. Can Intel shake that perception with tangible results this year or next?
Sarmad...what happened to your anger at the re-pricing of employee stock options? I thought you were giving up on this stock or did you get over that?
hmmmmm...I think your jk but I can't envisage any binary programming device (punched card, patch cable, Harris terminal, 3270 device) that could have one and not the other.
lol...they have plenty of 1's in the warehouse, but they're running low on 0's.
>>Netbooks disappoint consumers.
Robert I thought you only posted negative INTC stories?