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I think you're over analyzing things.
It makes a difference in two respects:
1) the company culture (which affects the moral and attitudes of existing employees)
2) the level of talent you can attract
"Bliss" and "compassion" are interpreted as signs of weakness to the conservative mindset
A common misconception by liberals is that conservatives lack compassion when the truth is that we disagree on what a compassionate response should be. For example I have compassion for my adult daughter when she doesn't manage her monthly finances well and ends up short at the end of the month. But I don't think the compassionate response is to bail her out (even though I can and even though it hurts me not to). Without getting into all the intricacies of our governments entitlement programs, conservatives in general believe that a lot of these programs don't represent the correct compassionate response.
As for 'bliss' I have no comment on that since I don't really know how it relates to the conservative mindset.
Ibc looks at everything through 'intel death' colored glasses!
What I thought was perfectly clear is that the two companies have a different definition of what 'revenue' or 'production' material means. One company receives revenue from very early steppings while the other does not hence the different definitions.
Your original post was perfectly clear to all except those with a bone to pick.
Certainly placing posters on ignore is an option. But that doesn't replace the occasional valuable discourse on topics that might have an impact on my investments. Admittedly these 'valuable discourses' have all but ceased on this board recently but I am hopeful they might return.
I agree 100% and have already volunteered to sign any anti-intel confession and/or admission of guilt if that will help move things along.
I thought we were talking about corporate refresh not back-to-school. Guess I'm to slow to keep up.
In any case if I was still a corporate warrior I sure wouldn't mind one of these 2 in 1s to refresh my aging laptop (if I still had one).
So are you calling this an $800 tablet?
http://www.amazon.com/gp/aw/d/B00KYCTDMA/ref=mp_s_a_1_1?qid=1408313974&sr=8-1&pi=SX200_QL40
What if all Intel supporters on this board just agree that Intel management is guilty of horrible wrong doing and widespread injustices across the entire of spectrum of technology business practices over the last 20 years (or more if needed)? And that Intel is incredibly lucky that the US justice department has let them stay in business at all? And that all previous executive management staffs had their heads up their axxes and we're not capable of managing their way out of a wet paper bag?
I for one am weakened severely enough to now sign such an admission.
New paradigm? What are talking about? I'm not speaking for morrow but my earlier comment was just opining that Intel who already owns the corporate laptop refresh cycle will continue to own it and that we will begin to see 2 in 1s and convertibles as part of that refresh cycle. This opinion is independent of the underlying financials involved in this new evolving product mix that the corporate world will move to. I have no idea if the new mix will help or hurt revenue and/or margins.
Not sure if you've worked for large corporations where they award contracts to OEMs for tens of thousands of client machines at a time. My bet is that you'll see Asus winning more of these in the next year. This has always been another area where an OEM might be rewarded for loyalty or for taking a risk on a new product etc. Dell and Lenovo come to mind at Intel and I would bet Asus will be rewarded as well. JMO I have no inside info.
Actually...yes. I predict that future corporate laptop refreshes will also offer the convertibles as an option. I can guarantee you that Intel's corporate laptop refresh will! Heck that's 90K 2-1s right there.
At the current price level that's not nearly as interesting of a question.
Why, so you immediately go to the index and look for references to
'Dell'?
$40 seems like a more likely 12-month price target to me. To reach that I think it will require several consecutive 'beats' by Brian and Stacy which is entirely possible IMO if jobs and the economy just continue to improve at current anemic growth rates.
P.S. I'm heading over to the yahoo board just to see if I can find some yahoo talking about when the next stock split might be coming :)
In the category of 'keeping it real', it is important to add that I sold my entire position in Intel in the 24-26 range in January of this year. So while being long the calls at 27 and 30 is sweet I would still have been better off just holding on to the shares I had.
<brag>it's not very often you look down to see 764% return on an investment but that's what I saw just now on my INTC calls bought back in April/May!</brag>
I am long: Jan 2015 $27 up 441%
Jan 2015 $30 up 764%
Jan 2016 $30 up 284%
Next step is trying to figure out how and when to exit these positions. I don't feel like doing anything just yet.
If you make a buck you want two. If you make 1000 you want 2000. If you make 10000 you want 20000. If you...well you get the picture.
It's the American way!
Well not 'ever after' but happily until the next big slow turn is needed.
The giant frigate that is Intel has finished making the wide, slow turn and is now beginning to push the throttle forward.
INTC at $31. Intel stock price has come a long way in the past few months. Now at around $31 and basically flat today on a day when the Nasdaq is up more than 1% I'm wondering if we are topping out here. Is it a good time to take some off the table or hold out for another surge that may or may not be coming? Chipguy is holding out for $32 but that could be December timeframe?
He should have added that man will walk on the moon by 2016!
The AMD CTOs name is Papermaster?
Truth can be stranger than fiction.
re: mobiles can be usefully 'perform light productivity tasks'
Here's my problem with the above statement:
So I'm going into my home office, and I think "I've only got some light productivity work to do, I think I'll grab my tablet". Uh oh later my 'light' work starts getting more complicated. I'd like to switch to my desktop/notebook, but I've already got things started on this tablet so I think "maybe I can tough it out and get this thing done with the tablet". Maybe I do get it done but in the end I'm dissatisfied with my productivity on this task. Next time I think I'll just start all my productivity tasks on my desktop/laptop.
Of course this is anecdotal but it has actually happened enough times that I now leave my tablet in my theater and using it for reading message boards and emails occasionally (although I actually prefer my iPhone for this) and letting my grandson play games on it.
Well said! <eom>
Both can be true:
"tablets are crap for doing real work" and "of the crappy tablets that exist, Intel tablets are great".
Stacy did not lower the 2014 revenue bar to 'flat' without a strategy in mind. He knows intel needs successive quarterly 'beats' to move the stock price ahead. This is the first salvo to be fired across the bow of the shorts and naysayers. I expect further confirmation in the Q3 guidance and maybe a couple of interim surprise announcements (dividend, tablet sales number etc) before Q2'15. All part of an overall strategy to move the stock to the mid 30s.
I guess just a little accuracy is asking too much from these guys. Too bad they can't actually generate an additional billion euros with every article, the EU would be out of trouble in no time.
Lol! <eom>
Although it would have been advantage to have someone that could keep one eye on AMDs server prospects whilst keeping the other eye on Intel's Avoton progress!
Goldman is rushing to get their upgrade to HOLD and PT to 18 ready!
And so it begins...
If INTC breaks through the $30 mark I expect GS to upgrade INTC from sell to hold with a price target of $16.
Of course, the other main benefit is the customer relationships that Rockchip already has.
So I agree that this must be the 'real' reason for this alliance. I can't see any reason Intel couldn't just design a quad core+3G part themselves. It wouldn't really stretch them to thin to do that would it?
IT IS A CUSTOMER.
Are they now to become a customer of Intel's SOCs and will then resell those SOC's into their existing markets? Why can't Intel sell into those same markets directly? Perhaps those markets (China white box makers) are currently closed to Intel and this partnership will open them up? Am I getting warmer?
How does this strategic alliance with Rockchip help Intel? I read the press release but can't connect the dots yet.
http://finance.yahoo.com/news/intel-enters-strategic-agreement-rockchip-160000727.html
Yeah but...
Nothing is impossible for the man who doesn't have to do it himself.
-Murphy
Video editing on a tablet? Unpossible!
No one ever said impossible. I can cut a 1x4 using my 18v battery powered circular saw. Have I? Yes in a pinch. But I can't cut a 2x4 too well. So when I build anything significant I plug in my worm-drive Makita. Right tool for the right job.
But no ARM based announcement.
Wow I saw some of the presentation today and just naturally assumed there was also a segment on a new 'Surface 3' (non Pro). But you're right there wasn't one and a web search reveals nothing for 'Surface 3'. Very interesting. Are they just waiting to make a separate announcement about 'Surface 3' or are they indeed done? Time will tell.