Seeking Alpha
  • Ashraf Eassa
    There was a commenter here who claimed that he KNEW $INTC would not ship LTE this year. Guess he was right.
    1/17/13
    Reply (20)
    • Bill Maurer: Didn't I comment at some point that I thought $INTC would miss revenues this quarter?
      1/17/13
    • Ashraf Eassa: They hit within the guided range...
      1/17/13
    • Bill Maurer: they were below the midpoint that was a disappointment to begin with.
      1/17/13
    • Ashraf Eassa: Yeah. Well, everyone knew Q4 would suck. Hopefully 2013 isn't as big a letdown as 2012 was.
      1/17/13
    • Bill Maurer: Q1 guidance was below expectations again. Not off to a good start it seems. We shall see.
      1/17/13
    • Daniel Caycedo: So INTC is down 5 percent AH because of not being in cell phones until 2014?
      1/17/13
    • Ashraf Eassa: hunk_quark: great job with the insight. How did you know?
      1/18/13
    • Sal Marvasti: Can nvidia beat intel to the integrated lte game?
      1/18/13
    • Regarded Solutions: I just hope my followers headed my warnings: http://seekingalpha.com/a/mvwb
      1/18/13
    • Regarded Solutions: that should be HEEDED not headed! LOL
      1/18/13
    • Regarded Solutions: People simply ignore the facts that are smacking them in the face...why? I have no idea.
      1/18/13
    • Ashraf Eassa: RS: You mean the facts of a major technological lead over all peers, strong growth in data-center, and expansion into tablets/phones?
      1/18/13
    • Regarded Solutions: no the fact that they are behind the eight ball and everyone else knows it.
      1/18/13
    • Regarded Solutions: At some point $INTC will be a buy...maybe 15-20% down from here.
      1/18/13
    • Ashraf Eassa: I would be very shocked to see $INTC trade 20% down from here.
      1/18/13
    • Regarded Solutions: The entire picture is very weak. I am a buyer at 17 bucks
      1/18/13
    • Michael D.: The dividend backstops this at about $19.00 as income investors will grab it when it yields over 5%
      1/18/13
    • Regarded Solutions: Unless they cut the dividend.
      1/18/13
    • Ashraf Eassa: They won't cut the dividend.
      1/18/13
    • Sal Marvasti: It could go to $19 again where the buy back would kick in.
      1/18/13