Velti (VELT -8.2%) falls in early trading after announcing a 16.5M share offering to institutional investors at $1.50. Proceeds ($24.8M) will go towards paying "certain deferred acquisition considerations" related to the company's 2012 acquisition of MIG. [View news story]
Cirrus Logic: A Case Of Mistaken Identity [View article]
>>Because at the end of the day, unless something changes in the future and if analysts have it right, the question is, how much can one lose on this stock with a forward P/E of about 6.5
Intel's Manufacturing Advantage Is Bigger Than You Think [View article]
Rob,
It may not be relevant to you, but it is certainly relevant to individuals considering purchasing ARM shares at this time. It is also relevant to individuals who currently ARM shares, perhaps at a less favorable cost basis than what you were fortunate enough to get them at, as it may be time to sell.
Intel's Manufacturing Advantage Is Bigger Than You Think [View article]
Rob,
When Intel refers to "healthy utilization", this is, at least as presented at the 2012 investor meeting and in a recent Fox Business interview (I'll try to find you the link), referring to 90% utilization, with 10% kept on the margin to respond to unexpected upside.
>> Lots of factual errors from you in this thread, that's not normally your mo.
Any factual errors are mistakes and I would be happy to correct them. I might be long Intel, but I am not a liar. I am wrong at times, though.
Intel's Manufacturing Advantage Is Bigger Than You Think [View article]
I don't drink. Here is the quote from the CC,
"In terms of your question of the levers that we have, I think that’s a good example of how we can be responsive in a very tactical time horizon to changes in demand. And as I look forward across the year, the prediction right now is we’re going to run at a healthy rate of utilization. In fact, we’re starting the quarter at that utilization rate. I think inventories will continue to be healthy."
Intel's Manufacturing Advantage Is Bigger Than You Think [View article]
Rob,
Oh, but it's very relevant, sir! A momentum, high flier that has been getting upgrade after upgrade, yet cannot get above a critical moving average is a big, big red flag.
It means that people are starting to have second thoughts about the premium that they're paying for ARMH, and it is no coincidence that ARMH started acting funny when Intel started really demonstrating that they have their stuff together.
Intel's Manufacturing Advantage Is Bigger Than You Think [View article]
Rob,
Moorsetown was a joke...you won't get any argument from me on that. They should have been spending the money to develop a low power oriented core and SoC.
But hey, they've got SoCs shipping now and the momentum is building. Only time will tell if they are truly successful. My money is on Intel.
Intel's Manufacturing Advantage Is Bigger Than You Think [View article]
Rob,
>>Yes, let's put aside their disastrous competitive disadvantage in utilization.
Intel is starting this quarter at full utilization.
>>Terrible GPUs
Getting much better at a rapid clip.
>>complete lack of trust from the mobile industry?
Trust is earned over time. Can't have trust when you just entered last year...it will take time, but they will get there.
>> lets put them all aside.
No, but we're trying to call the future, not bemoan the past. It's like buying ARM at $44 because they had a first mover advantage in a market that happened to be adjacent to their own traditional low power CPU business, or shorting Intel at $19 because they "missed" the first couple of rounds of smartphones and tablets.
What was it you told me about an exercise in financial destruction?
>>Lets just make it all about antutu!
ARM's Warren East made the claims that Intel couldn't make a perf/watt competitive chip. Now that this claim has been proven patently false, the ARM fanboys/Intel bashers need to move on to something else, especially as Intel's share price gracefully recovers and ARM's continues to act weak as hell.
When was the last time ARM was above its 50 DMA? lol
Velti (VELT -8.2%) falls in early trading after announcing a 16.5M share offering to institutional investors at $1.50. Proceeds ($24.8M) will go towards paying "certain deferred acquisition considerations" related to the company's 2012 acquisition of MIG. [View news story]
Microsoft: The Bears Are Wrong [View article]
They said zero about ARM or AMD.
Microsoft: The Bears Are Wrong [View article]
SkyPeople Fruit Juice Can Touch The Sky [View article]
Short The Lemon [View article]
Sell puts against your position to hedge on down days.
Cirrus Logic: A Case Of Mistaken Identity [View article]
Apparently $6/share...:(
Intel: The Empire Strikes Back [View article]
Nice finds.
Intel's Manufacturing Advantage Is Bigger Than You Think [View article]
Excellent point.
Intel's Manufacturing Advantage Is Bigger Than You Think [View article]
It may not be relevant to you, but it is certainly relevant to individuals considering purchasing ARM shares at this time. It is also relevant to individuals who currently ARM shares, perhaps at a less favorable cost basis than what you were fortunate enough to get them at, as it may be time to sell.
Intel's Manufacturing Advantage Is Bigger Than You Think [View article]
Merrifield ships to phone vendors in Q4, will be on shelves selling in devices in Q1 2014.
Intel's Manufacturing Advantage Is Bigger Than You Think [View article]
When Intel refers to "healthy utilization", this is, at least as presented at the 2012 investor meeting and in a recent Fox Business interview (I'll try to find you the link), referring to 90% utilization, with 10% kept on the margin to respond to unexpected upside.
>> Lots of factual errors from you in this thread, that's not normally your mo.
Any factual errors are mistakes and I would be happy to correct them. I might be long Intel, but I am not a liar. I am wrong at times, though.
Intel's Manufacturing Advantage Is Bigger Than You Think [View article]
"In terms of your question of the levers that we have, I think that’s a good example of how we can be responsive in a very tactical time horizon to changes in demand. And as I look forward across the year, the prediction right now is we’re going to run at a healthy rate of utilization. In fact, we’re starting the quarter at that utilization rate. I think inventories will continue to be healthy."
Intel's Manufacturing Advantage Is Bigger Than You Think [View article]
Oh, but it's very relevant, sir! A momentum, high flier that has been getting upgrade after upgrade, yet cannot get above a critical moving average is a big, big red flag.
It means that people are starting to have second thoughts about the premium that they're paying for ARMH, and it is no coincidence that ARMH started acting funny when Intel started really demonstrating that they have their stuff together.
Intel's Manufacturing Advantage Is Bigger Than You Think [View article]
Moorsetown was a joke...you won't get any argument from me on that. They should have been spending the money to develop a low power oriented core and SoC.
But hey, they've got SoCs shipping now and the momentum is building. Only time will tell if they are truly successful. My money is on Intel.
Intel's Manufacturing Advantage Is Bigger Than You Think [View article]
>>Yes, let's put aside their disastrous competitive disadvantage in utilization.
Intel is starting this quarter at full utilization.
>>Terrible GPUs
Getting much better at a rapid clip.
>>complete lack of trust from the mobile industry?
Trust is earned over time. Can't have trust when you just entered last year...it will take time, but they will get there.
>> lets put them all aside.
No, but we're trying to call the future, not bemoan the past. It's like buying ARM at $44 because they had a first mover advantage in a market that happened to be adjacent to their own traditional low power CPU business, or shorting Intel at $19 because they "missed" the first couple of rounds of smartphones and tablets.
What was it you told me about an exercise in financial destruction?
>>Lets just make it all about antutu!
ARM's Warren East made the claims that Intel couldn't make a perf/watt competitive chip. Now that this claim has been proven patently false, the ARM fanboys/Intel bashers need to move on to something else, especially as Intel's share price gracefully recovers and ARM's continues to act weak as hell.
When was the last time ARM was above its 50 DMA? lol