Replies to post #143695 on Intel Corp (INTC)

[borusa]

Listy, May I point out that TMF was posting articles from uknowwho clear up to the time of the big swoon, eg: markets down sharply. Where was the fool telling us what Andy was saying in some of his posts?

If you have skin in the game, wouldn't you be happy now to have taken some off the table??!!

[Andy Grave]

....oh my

Intel: Bernstein Sees ‘Obfuscation’ in How They Disclose Financials
By Tiernan Ray

Bernstein Research’s Stacy Rasgon today takes aim at Intel’s ( INTC) financial disclosure practices, writing that the company should have disclosed more “transparently” its increasing spending, rather than, as he sees it, “obfuscation.”

Rasgon is responding to Intel’s Q4 report last week, in which the company included for the first time an outlook comprising numbers for Altera, the programmable chip vendor Intel acquired in December.

Rasgon notes that Intel’s forecast for 2016 “on the surface, appeared to be an increase to expectations vs the outlook they gave at their analyst day in November.” That includes lower expected depreciation expense of $6.5 billion and gross profit margin, on an adjusted, non-GAAP basis, of 63%.

He thinks the outlook masks some deterioration in profit margin:

[Andy Grave]

.....more information on the subject of your "gambling"

http://semiaccurate.com/2016/01/20/intel-puts-out-secure-cpus-based-on-insecurity/

Intel puts out ‘secure’ CPUs based on insecurity

Opinion: Triple factor authentication and other marketing schemes
Jan 20, 2016 by Charlie Demerjian

Intel is doing a dog and pony show about vPro Security but their CPUs are fundamentally insecure. The problem is that all this user facing fluff and PR is built on an insecure and broken foundation whose problems the company is knowingly ignoring.

.....lots more