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valuetrade

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  • Intel: Yes, It Will Take Over Tablets [View article]
    If you were looking to write articles about a stock that a lot of people own and have been hoping would move higher for a long time and are eager to have their bias confirmed you would be right on target.
    Jun 28, 2013. 11:39 AM | Likes Like |Link to Comment
  • Intel: Yes, It Will Take Over Tablets [View article]
    I am sorry but I didn't complain anywhere in my comments, I simply asked what your reasoning was behind turning out so many articles about one company. Thank you for answering that question, but I am not sure why you accused me of complaining?
    Jun 26, 2013. 07:03 PM | 2 Likes Like |Link to Comment
  • Intel: Yes, It Will Take Over Tablets [View article]
    Ashraf,
    Yes every article you write is a little bit different then the last but would you not agree the bullish INTC message is consistent? You have written by my quick count 21 articles in June alone, touting the merits of INTC, can you explain why you think its important to write so many articles that suggest that INTC is a good investment?
    Jun 26, 2013. 01:02 PM | 6 Likes Like |Link to Comment
  • Intel: Yes, It Will Take Over Tablets [View article]
    Can I ask a question? Why do you write so many articles about INTC? I don't totally understand the idea behind writing dozens and dozens of articles which all essentially make the same claim, that INTC stock is a good investment.
    Jun 26, 2013. 12:36 PM | 7 Likes Like |Link to Comment
  • Intel's (INTC -1.6%) tablet momentum isn't enough to offset continued PC weakness, and thus 2H estimates are at risk, argues JPMorgan's Christopher Danely. Though Intel is beginning to pick up Android tablet wins and could benefit from a flurry of new Windows 8 tablet/convertible launches, its tablet CPU ASP is well below its PC CPU ASP. Morgan Stanley estimates Intel's Atom tablet CPUs will have a $20 ASP in 2014 and 2015. [View news story]
    No position
    Jun 5, 2013. 12:40 PM | Likes Like |Link to Comment
  • Intel's (INTC -1.6%) tablet momentum isn't enough to offset continued PC weakness, and thus 2H estimates are at risk, argues JPMorgan's Christopher Danely. Though Intel is beginning to pick up Android tablet wins and could benefit from a flurry of new Windows 8 tablet/convertible launches, its tablet CPU ASP is well below its PC CPU ASP. Morgan Stanley estimates Intel's Atom tablet CPUs will have a $20 ASP in 2014 and 2015. [View news story]
    Quick Ashraf, write another article that says how much INTC's stock price is goiing to rise so all of those who have been waiting and waiting for INTC to go up can get their daily dose of bias confirmation.
    Jun 5, 2013. 12:17 PM | 4 Likes Like |Link to Comment
  • Intel (INTC) might be a double in the next five years, writes Jack Hough in Barron's, as the company racks up market-share gains in tablet and smartphone chips, sees big demand for lucrative server chips, and PC sales stabilize. Then there's the company's capital spending-spree - it should cut manufacturing costs and allow more wins in high-end foundry contracts, including from Apple which has been forced to use Samsung for the work. [View news story]
    Sure "thesis's" are great but they don't make you money in the stock market. The most eloquent thesis is worthless if the price action doesn't match up. You've written a huge amount of bullish articles on INTC calling it a great value at prices much higher then its current price. You may be right but you have not been right yet. We shall see.
    Jun 1, 2013. 10:36 PM | 6 Likes Like |Link to Comment
  • Intel (INTC) might be a double in the next five years, writes Jack Hough in Barron's, as the company racks up market-share gains in tablet and smartphone chips, sees big demand for lucrative server chips, and PC sales stabilize. Then there's the company's capital spending-spree - it should cut manufacturing costs and allow more wins in high-end foundry contracts, including from Apple which has been forced to use Samsung for the work. [View news story]
    Yo loved INTC at 27 last May, lets wait til it at least gets back there before celebrating.
    Jun 1, 2013. 06:46 PM | 5 Likes Like |Link to Comment
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