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That's a pretty large market share gain in GPUs. My former department seems to be hitting their stride now that I've retired...hmmmm.
Intel (NASDAQ:INTC) made big gains in graphics processing units in Q4. Its GPU market share rose to 71.4% from 66.8% in the year-earlier period
http://news.investors.com/022315-740461-intc-nvda-gain-market-share-from-amd.htm?ven=yahoocp&src=aurlled&ven=yahoo
We accept all of his comments but at about a 25% discount to truth!
I think that was me. I picked up several hundred shares last week :)
Agreed. I have also been reestablishing my positions in the stock and have also been adding to my 2016 and 2015 call leaps. Really need the stock price to hold here and slowly move back to at least the $35 mark. But of course we will need the overall market to cooperate. Intel won't move to $35 without the S&P moving up as well. Time will tell.
Less short positions in semi land.
"investors seem to be growing marginally more optimistic on the semiconductor industry, as short interest is dropping across the industry"
"Intel Corp. (NASDAQ: INTC) saw its short interest fall by about 6 million shares to 127.5 million, with 3.3 days to cover. The previous level was 133.6 million shares, with 4.3 days to cover."
http://247wallst.com/technology-3/2015/02/11/short-sellers-keep-exiting-semiconductors/
David Wong the analyst from WF continues to prop-up his bullish case for INTC with his projection of ”the better-end of normal seasonality” for the PC supply chain.
http://blogs.barrons.com/techtraderdaily/2015/02/10/pcs-january-data-show-better-end-of-seasonal-says-wells-fargo/?mod=yahoobarrons&ru=yahoo
I'm sure you realize that those final paragraphs at the end of Motley Fool articles are inserted by The Motley Fool and are not part of the authors original article. Not really fair to Ashraf to insinuate that he's pitching some get rich quick scheme.
Intel bears looking to push INTC downward over the weekend with Baron's article. I don't subscribe but perhaps someone can paste the pertinent info into a post here.
http://online.barrons.com/news/articles/SB51367578116875004693704580445712106431990?mod=yahoobarrons&ru=yahoo
With all this boards "so called" connections to the company...
I guess this guy doesn't realize that anyone with real connections to the company (i.e. friends and former associates) wouldn't have the nerve to ask them questions about internal Intel business affairs. I would hope and expect that anyone I asked would look at me with an odd glance and say 'What????'.
If I buy INTC shares today (ON the x-div date) do I get the dividend or do you ALREADY have to be an owner on the x-div date? I always forget this one since settlement will be a few days later etc.
With all sincerity my family and I are extremely thankful that you guys have shared this information with us. It is truly a blessing to have friends that care and are willing to share this valuable information.
I feel like I'm on a phone call with Giovanni Ribissi.
I was stopped out of 2/3 of Intel shares the past two days. That's the price for taking too much risk and then being too conservative with my stops. I'm not to happy about having all this cash now. I did pickup some more call leaps though (different accounts with different time horizons).
Well 'down much' is relative. The Jan'2017 don't go down much but they go down a little. I've been trying to build this position for a while now and most days my bids go unfilled. On a day like this I'll finally fill an order for 5 or 10 contracts which I did today.
My guess would be that both MSFT and INTC are down in sympathy with Seagate's lackluster earnings report. Basically a report that support the thesis of the PC is dead crowd.
http://seekingalpha.com/symbol/STX
I use days like this to add to my call leaps for INTC both Jan'2016 and Jan'2017. The risk portion of my portfolio rests on the view that sometime in the next year or two the foundries will admit that they are experiencing serious issues with their process technology. If TSMC and Samsung come through and execute to their roadmap with finfets and 16nm then my thesis is probably a losing one.
Lol!
Wow that looks like quite a good value for $119.
Over on the right side of that page you can add the 2 yr accident protection plan for $79. I guess every web page has to have an 'idiots click here' option :)
OT: reminds me of the time in a college graduate level economics course (I was an undergrad at the time) that I volunteered to argue 'for' weapons sales by our government to other countries in a debate on foreign arms sales. Needless to say the grad students had a field day with me! Professor gave me a B+ out of sympathy.
AMD's old x86 business...
So is it safe to say that any further market share gains by Intel into this ever decreasing AMD x86 business so minuscule as to be insignificant? I suspect so, and predict that Intel bears will use this soon to further their bear case against Intel.
My take on that was that BK said there may have been some inventory build in Q4 (which may coincide with what those analysts were saying) but that they saw that burn off at the end of the quarter.
"And as we exit Q4, we’re very comfortable with inventory."
http://seekingalpha.com/article/2825136-intel-corporation-intc-ceo-brian-krzanich-on-q4-2014-results-earnings-call-transcript?page=4&p=qanda&l=last
I joined Intel in 1995 as a software engineer shortly after the FDIV bug and joined a team whose charter was to avoid such a calamity in the future. I went from green to blue and back again a total of 3 times over the past years and retired for good in 2012. I spent most of my software career in the group that develops Intel's integrated graphics driver working on software factory automation (a fancy term for automated build-test-package-delivery of the driver to OEMs). Also spent a little bit of time on the discrete graphics driver initiative that came to be known as Larrabee.
My frequent badge color flipping is a sign of my joy for technology but my aversion to corporate life. I was never well suited for staff meetings, focal, 360s and teambuilders etc. and showed myself the door in 2013.
I know next to nothing about microprocessor design or silicon process technology which is why I spend a lot of time lurking on this forum to help fill in my knowledge gaps on these subjects. My ultimate goal is to gain a deeper understanding of Intel stock fundamentals so that I can beat the people I trade against which is no easy task.
I am indebted to the mainstays on this board (they know who they are) for allowing me to glean just a little bit of the quality research and opinions that they post on a regular basis.
And what did it say (and I'm not being facetious)?
I suppose that my interpretation is that Intel's earnings report is being characterized as 'our train continues to chug along down the track' but that most analysts wanted hear 'our train is chugging along and coming to a downhill section and momentum is really building which will be hard to stop'. So we didn't really get that but it's still too early for that kind of optimism I think.
Edit: market seems to be putting in a few last minute thoughts on Intel's report right now!
If you ever needed more proof that watching CNBC can be dangerous to your financial health, today's Intel earnings announcement was it.
Commentators stumbling over themselves talking about Intel missing out on 'small' chips and not beating out AMD and A-R-M at making these 'small' chips. And then just making up stuff about the after-hours sell off like there is some explanation for it.
From that article you have this:
“Why would the consumer ever want to buy a PC?” said Richard, who has the equivalent of a hold rating on Intel stock. “The first thing that people do in the morning is check their smartphones.”
Well the first thing I do in the morning is take a leak so I guess we should all be investing in American Standard and Home Depot!
Jumping several points?
Not likely. I don't think I've ever seen Intel move even 2 points in response to any technical news about yields or progress at the next node or any such thing. Maybe someone else remembers one. Only changes to the business like significant earnings surprises, dividends, law suits etc bring about that kind of jump. And we aren't likely to hear any of those tomorrow in my opinion.
That's kind of a concrete example to me of Windows holding Intel back.
That sounds more like 'you' holding Intel back! You could have told her to just get Win8.1 and that it might seem awkward at first but eventually you'll adjust to it just like the rest of us.
this smartphone will appear in the U.S. this year
Article says: The Lenovo P90 will be available beginning in February, 2015.
Very exciting news and coincides with my desire for an upgrade from Apple 4S. I will look seriously at this and Asus Zenphone 2.
http://news.lenovo.com/article_display.cfm?article_id=1880
Intel ought to train their managers to interview more than just one guy (or gal) who meets the criteria. You make it seem like the company is filled with blundering idiots.
Two rebuttals:
1) In the interest of brevity my little synopsis of this scenario left out that 4-6 other interviews were held and the short list was reduced to these two. This is important since it contributes to the dread of the manager when thinking about bringing in even more candidates to interview.
2) Regarding the culture of the hiring managers, I don't think I implied they are blundering idiots. My implication is that in the ever present performance driven pressure cooker which is Intel, like it or not there exists the tendency to 'be done' so the manager can get back to what he/she is really going to be ranked and rated on, deliverables, IMBOs etc. Having a targeted attribute hiring policy steers the hiring decision toward the applicants with the target attributes (which of course is the goal!). My point is that in the scenario I described the most qualified candidate did not get the offer (which was someones point, I forgot who).
You can have the last word.
You don't think there are 50k highly talented minorities in a world of 7 billion people?
Of course there are but that's not the way these things work in practice.
Two engineers are interviewed. One has the skill set and has previous industry experience in the discipline needed but he is a middle age white guy. The other has most of the skill set but has only been working in the discipline for a year but he/she meets the target hire attributes.
The manager now has to decide 'should we interview more candidates' or 'should we hire the fully qualified white guy' or 'should we take a chance on the target attribute guy'?
From experience I can tell you which one happens most of the time.
Can the 'target attribute guy' blossom into a high performer? Yes it can happen.
$35 sooner than $37
I'm not so sure of that. Time will tell but I'm still looking for $37 in the short term.
On a side note I'm currently reading Trend Following by Covel. Traders following this kind of strategy would have you buying intel NOW after its 2014 run and riding this up trend until proven otherwise.
Having traded Intel for 30 years now I'm certainly expecting a major downgrade soon in order to reel in the stock price by big money option players. But who knows I'm only halfway through the book so maybe I'll learn something more about Trend Following strategies.
That sounds like a reasonable plan to me. I'm going to risk holding my shares until 37+ then selling covered calls at 38 strike and repeat until getting called.
I will continue to hold my own Jan 2016 call leaps at strikes of 30, 35 and 40 with Jan 2017 calls at 45. This is my speculative play on a great future for intel which may or may not actually play out.
There are no fundamental reasons for its strong run...
The reason for the strong run in the second half of 2014 is that analysts were finally convinced that Brian and Stacy had successfully adjusted the financials (lowered the bar) and the PC business cooperated to be able to deliver a number of consecutive 'earnings beats' starting in Q2'2014. How many quarterly 'earnings beats' will we get remains to be seen. With some help from Microsoft and progress on reducing contra-revenue in 2015 the 'beats' could continue through Q4 2015.
I posted this in June 2014 and believe we are still on this path to a higher stock price through Q3'2015.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=103284975
What is there left for AMD to suffer?
Exactly. It's like saying things are going to get bad for the Oakland Raiders next season. I mean how much worse can they get?
Haven't you noticed that Otellini has been out of the news? Intel has hired him to covertly bribe all poor people to buy only Intel Inside devices.
I think wtfdik refuted them.
Welcome to the wonders of http! It is a stateless protocol that requires the web application developer to write custom client-side javascript or jquery to preserve state either locally (cookies) or in session variables on the web server. Not all web application developers are asked to add this level of effort especially in a 'free' web application. It all depends on how critical the web application is.
he only pays attention when the names Dell or Otellini are in the headline. And if they're in the SAME headline then lookout because you know what's coming next!
Sorry but for now all of these estimates from IDC are looking thru a glass, darkly. It's all too blurred by overlapping and evolving form factors for use in drawing meaningful conclusions with regard to Intel. I suppose if every category was up or every category was down we could say 'things are good' or 'things are bad'. But their own comments about young people favoring 'converged devices' over PCs just clouds the issue as far as what it means for Intel.
Here's BofAs technical analysts view on INTC.
Analyst Stephen Suttmeier said, "INTC has consolidated on an absolute price basis as well as relative to the S&P 500 since July. Yesterday's 90-day price and volume breakout above resistance at $35.00-35.56 completes this bullish consolidation and favors a continued rally. The pattern counts to $41 but the potential for a big base suggests more significant upside to $46 and then toward $60 and beyond longer-term."
http://finance.yahoo.com/news/bank-america-looking-more-upside-134013446.html