Ultrabooks accounted for 15% of $700+ U.S. retail notebook sales in May, NPD estimates. That's...


Ultrabooks accounted for 15% of $700+ U.S. retail notebook sales in May, NPD estimates. That's up from less than 7% in January, and is evidence Intel's (INTC) costly efforts to boost sales of the MacBook Air-like Windows (MSFT) systems is starting to bear fruit after a slow start. However, NPD adds the ASP for ultrabooks was $885. While down $15 from April, that's still above Intel's targets, and far above a Windows notebook ASP of $510. (more)

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Comments (3)
  • William Rilling
    , contributor
    Comments (147) | Send Message
     
    I like this one! Some say Intel may go to $50, I own a lot now, should I buy more? Looking for growth as the dividend is not to impressive in my opinion!

     

    Thanks for any opinions, positive or negative!
    29 Jun 2012, 06:08 PM Reply Like
  • J.D. Welch
    , contributor
    Comments (1972) | Send Message
     
    The INTC dividend is considered quite good, actually, and they've been increasing it steadily for the last 8 or 9 years, actually made two increases in 2011, with a low payout ratio. I don't know about going to $50, I'd love that, but its prospects are good, IMHO. Look for a big pop in October of this year when Windows 8 comes out, and Ultrabooks will "morph" into hybrids with touchscreens, and there should be more tablet offerings. Also making a push into smartphones, just getting started this year (finally), but prospects are good there to make a decent showing in that market in the near term. Intel's real strength is its manufacturing prowess, which is at least 1.5 generations ahead of the nearest competition (and by "competition" I mean manufacturing companies that own and run fabs, like TSMC and Samsung).

     

    Long INTC...
    29 Jun 2012, 07:59 PM Reply Like
  • Mrnomad
    , contributor
    Comments (359) | Send Message
     
    With this premise, I assembled a synthetic long. I sold 3 Aug 25 Puts, & bought one Oct 27 call. If William is correct, the call should be worth at least $3 or more if it occurs sooner than Oct.
    29 Jun 2012, 11:40 PM Reply Like
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