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Bill Maurer

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  • Intel: Another Set Up For Failure? [View article]
    I don't own a tablet. And yes, the first Surface was bad, compared to the 2nd version at least. You may like it, but others don't.

    If it evolves into a more complex computer - what's that then, a laptop? a desktop? Don't see the point there.
    Mar 25 09:12 AM | Likes Like |Link to Comment
  • Intel: Another Set Up For Failure? [View article]
    Don't own a tablet and have never owned an Apple product.

    Again, I didn't say the iPad deal was massive, but it could be a dent. Even if Apple gains 2 million extra iPad sales because of that, could be a 5% dent to Intel's tablet campaign assuming those are the lost sales. Could force Intel to lower prices even more to be competitive.
    Mar 24 09:04 AM | 1 Like Like |Link to Comment
  • Intel: Another Set Up For Failure? [View article]
    It didn't sell for the Surface cause the Surface was already more expensive and had other issues.

    As for the PC business, since Intel guided to it being down 5% this year, yes, I'm going to say it is still in decline.
    Mar 24 09:02 AM | Likes Like |Link to Comment
  • Intel - Skeptics Beware, Analysts See Upside [View article]
    Well I counted Ascendiant as a "new note".

    The other downgrade was from National Bank AG from Buy to Hold, although they maintained a $28 PT.
    Mar 18 06:48 PM | Likes Like |Link to Comment
  • Intel - Skeptics Beware, Analysts See Upside [View article]
    I'm just saying that the article states there has only been one downgrade, yet I have two right in front of me.

    And by the way, it is important to point out that despite all of these "positive" feelings from analysts, current 2014 revenue and EPS estimates are at a LOW POINT.
    Mar 18 11:26 AM | 1 Like Like |Link to Comment
  • Intel - Skeptics Beware, Analysts See Upside [View article]
    A look at Street Insider shows 3 negative notes out since earnings, 2 downgrades and a Sell.

    http://bit.ly/OypzXm
    Mar 18 11:01 AM | Likes Like |Link to Comment
  • Intel's Economic Moat [View article]
    In my opinion, 5 years in technology is a lifetime. Where was Facebook 5 years ago?

    In this market, it is all about what have you done for me lately. With Intel, it is not much. Same reason Apple is being punished now.

    This isn't just one bad year. It's two years of declining revenues, and a forecast for a third year that's flat. That's a big deal.
    Mar 15 09:27 PM | 4 Likes Like |Link to Comment
  • Intel's Economic Moat [View article]
    Nobody is saying anything about 50% growth. But the second bullet in the summary says "maintained revenue growth" which is misleading to say the least. Two years in a row revenues have declined, and there is a chance that 2014 is a third straight year.
    Mar 15 01:46 PM | 2 Likes Like |Link to Comment
  • Intel's Economic Moat [View article]
    You lost me in the summary when you said "Intel has maintained revenue growth throughout the demand shift toward mobile devices."

    Two straight years of revenue declines. I don't see that as "maintaining growth".
    Mar 15 09:30 AM | 6 Likes Like |Link to Comment
  • Intel: Getting The Dividend Facts Straight [View article]
    Depends on who is actually being cut. If they are cutting people at the bottom, they may not be people who get executive options.

    I don't know of a company that doesn't pay management or upper level employees with options. They all dilute existing shareholders. The key question is does the company's buyback offset them. With Intel slowing its buyback down tremendously last year, it is not enough to offset them.
    Mar 14 09:10 AM | Likes Like |Link to Comment
  • Intel: Getting The Dividend Facts Straight [View article]
    It's the usual dilution from compensation and other stuff. They just didn't buy back enough shares to make a difference in Q4. 2014 could be worse.
    Mar 13 09:04 PM | Likes Like |Link to Comment
  • Sales Of Tablets With Core Processors May Be A Tailwind For Intel In Q1 [View article]
    I'd tend to disagree, with Q4 as a prime example. Basic earnings were two cents more. The diluted share count was 2.66% higher. Just my opinion though, and since analysts use diluted, that's how the street looks at everything.

    Ignoring beats or misses is a risky game though. I think Intel shares would have held up much better after the Q4 report with a penny beat than a penny miss, even with the soft guidance.
    Mar 13 01:26 PM | Likes Like |Link to Comment
  • Sales Of Tablets With Core Processors May Be A Tailwind For Intel In Q1 [View article]
    Glad to see your forecast for Q1 a bit more realistic/lower than your Q4 one that seemed (and was) astronomically high. Couple of items I noticed that I am curious about:

    1. Seems like your tax rate was around 26% versus Intel's guidance for the full year at 27%. Intel has been conservative with the tax rate guidance in recent years, but this year's guidance was a big step up from last year.

    2. For your share count, what are you using? Basic or diluted? Almost seems like you are using basic unless you believe Intel made a massive buyback in Q1 (unlikely), and that might put your EPS number a penny higher than if you used diluted. Analysts use diluted, and that penny could be a big deal since the company has missed by a penny in 3 of last 4 quarters according to Yahoo.
    Mar 13 12:24 PM | Likes Like |Link to Comment
  • Intel: Getting The Dividend Facts Straight [View article]
    And if they didn't buy back the shares, they'd be trading at lower levels. So investors are getting a benefit.
    Mar 12 10:08 AM | Likes Like |Link to Comment
  • Intel: Getting The Dividend Facts Straight [View article]
    When investing in large cap tech, Intel has the highest yield. Investing in MLPs is a completely different sector, and that has a lot of different tax rules that might scare some away.
    Mar 12 09:06 AM | 3 Likes Like |Link to Comment
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