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Bruce Burnworth

 
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  • Intel: Data Center Growth Likely To Add 30% To Intel Stock
    Tue, Nov. 25 INTC 21 Comments

    Summary

    • Intel Investor Day 2014 had a huge focus on Data Center growth of 15% CAGR for at least three years.
    • Data center demand will come from billions of connected devices, new digital services and more efficient cloud based architecture.
    • Intel Data Center Group growth will come from more efficient processors, memory, communications, and architecture – from more efficient Data Centers made possible by Intel R&D.
    • The Intel Data Center Group has its sights on multiple compelling value propositions.
  • Intel In 3D: Likely To Double In 2 Years
    Wed, Nov. 5 INTC 35 Comments

    Summary

    • Real Sense 3D camera will help create large Intel profits in the 2-in-1, detachable, tablet, phablet, and super smartphone space.
    • The rise in use of 3D sensing/images/objects/models in computing will create large Intel profits in PCs, servers, and data centers.
    • The widespread use of 3D sensing, viewing, capture, and printing will be a large driver for increasing sales, with 60% to 70% profit margins associated with powerful Intel processors.
    • 3D for Intel further justifies a doubling of Intel stock price over the next two years.
  • Intel: Reinvented PC Is Here
    Sun, Oct. 12 INTC 89 Comments

    Summary

    • Lenovo announces ½” thin Yoga 3 laptop that flattens to a tablet form with an Intel Core M processor inside.
    • Rumors increase that the new Macbook Air Retina will be 9 mm thin and use the Intel Core M processor inside.
    • Core M could increase Intel share price to above $50 following earnings on October 14 and Apple announcement October 16.
  • Intel: Better Than 9 High Flyers
    Tue, Sep. 30 INTC 42 Comments

    Summary

    • Over the last year Intel performed better than the nine high flying stocks: +50%.
    • Intel had the lowest risk relative to reward of the group: by a factor of two.
    • Intel had the highest percent stock price increase, highest dividend yield, lowest PE ratio, lowest volatility.
    • Intel has the brightest future: an estimated 70% plus annual device growth rate with 60% + margins.
    • Intel: Look Inside.
  • Intel Earns Green Light To Double
    Sun, Sep. 14 INTC 101 Comments

    Summary

    • Intel's brilliant strategies and strong execution have earned its stock a green light to double.
    • Devices worldwide with Intel inside are estimated to increase from the current 2 billion to 50 billion in six short years.
    • Intel stock earnings and price model produces (over the next two years) a range of estimates from $53 to over $100.
  • Intel Developer Forum 2014: Investment Theories Confirmed
    Wed, Sep. 10 INTC 58 Comments

    Summary

    • From the floor of IDF14: Key words: Accelerate, Excite, Reward. All of these will add to Intel earnings.
    • Make it easier, make it faster, make it more exciting and the demand for Intel products increases.
    • New Core M processors based on Intel 14nm will be in new products for Christmas, with many more new products in early 2015. 14nm technology is here.
  • Intel: IoT Is A Fuel For Increased Sales
    Fri, Sep. 5 INTC 17 Comments

    Summary

    • Intel is using its innovation funded by PC sales to quickly move into the Internet of Things, mobile and everything that requires computing and communication.
    • The Intel Developer Forum will show us how Intel will accelerate creation of smart things and connect them so Intel can sell the computing and communication needed at all levels.
    • Acceleration of the IoT will not only provide profitable sales but will provide fuel to further grow earnings in the PC, server and data center groups.
  • RiteAid: Ready To Soar
    Mon, Aug. 18 RAD 118 Comments

    Summary

    • Comparing RAD, WAG, CVS: RAD has the most potential; WAG is experiencing unstable times; CVS stability is priced in.
    • RiteAid moving from $6.33 now to $7.50 in September and $9.20 in early 2015 before likely reaching $12 later in 2015.
    • LEAPS for Fun and Profit provide a great vehicle for benefiting from the anticipated RAD price increases.
  • Intel/Micron Marriage Is Alive And Doing Fine
    Wed, Aug. 13 INTC, MU 98 Comments

    Summary

    • Intel 14nm processor a huge step toward memory in a processor chip.
    • Micron to put processing in a memory chip.
    • Micron will do well and Intel will do great.
  • Intel Inside Pocket - LEAPS For A Touchdown
    Mon, Aug. 4 INTC 63 Comments

    Summary

    • Intel goal: “INSIDE” Internet of EveryThing (IoET).
    • Use a Roth account to invest in Intel LEAPS for a tax free touchdown: LEAPS for Fun and Profit!
    • Intel is now in a protected pocket ready for a touchdown in your pocket.
  • Intel: Basic Reasons For Increasing Earnings
    Sat, Jun. 28 INTC 21 Comments

    Summary

    • PC processor sales to businesses are increasing and are Intel's biggest revenue source.
    • Hand-me-down processors keep margins high.
    • Innovative new processors will result in high stock prices.
  • Micron In May
    Sun, May. 4 MU 73 Comments

    Summary

    • Don't "sell in May".
    • Micron participation in conferences may boost price.
    • Micron exaggerates NASDAQ moves.
  • Micron: Trading Around Earnings
    Mon, Mar. 3 MU 41 Comments
  • Micron In March: Miracle Or Madness?
    Sat, Mar. 1 MU 92 Comments
  • Micron Is Given The Green Light
    Sun, Feb. 16 MU 99 Comments
  • Micron Will Not Reach $40 In 2014
    Editors' Pick • Mon, Feb. 10 MU 65 Comments
  • Micron: Memory For The Gold Rush
    Fri, Jan. 3 MU 86 Comments