Replies to post #120640 on Intel Corp (INTC)

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Yes, I am seeing this decline. My main concern is that earnings have leaked and that the sell-side reiterations are done with confidence that the numbers are bad.

However, this coordinated attack from Evercore Partners (ARM server/AMCC fans...say, when's X-Gene shipping again?), Citi (didn't they have a $32 PT when Intel was at $28?), and Bernstein (the loudest Intel bear of all)...it seems artificial.

Right now estimates are so darn low that all Intel needs to do is simply meet its own guidance.

[Saturn V]

I think that we overreact to what the Analysts employed by the Brokerage Houses have to say. The reality is that these opinions only influence the small time investors and the retail buyers. These brokerage houses hold practically insignificant amount of stock, despite the fact that most small stock buyers have their stock held in their brokerage accounts. The institutions hold most of Intel stock. According to Yahoo 62% of Intel is held by Institutions and Mutual Funds. http://finance.yahoo.com/q/mh?s=INTC+Major+Holders

All the Big Institutions have their own in house financial analysts, and I have met some of them. They do their own independent research and have their own opinions, but I am sure that some of the opinions we fret about do not have as much influence as we fear.

[sanket1]

I think there is a coordinated attack on Intel stock by Wall Street in last couple of months. Intel's Haswell, Silvermont, Galaxy Tab 3 design wins are giving heartburn to a bunch of Wall Steet crooks. Sure, the concerns they raise sound valid. But it is like discouraging someone from going out citing possibility of accident.