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Joe Patrick

Joe Patrick
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  • Intel: What's Going On With Haswell? [View article]
    I 100% agree with you, Russ. And I have seen this viewpoint endorsed by many smart people over a long time period. Are the bugs out in suburban Minneapolis yet?
    May 16 11:32 AM | Likes Like |Link to Comment
  • Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
    Denial is the first of the five stages of grief. Broaden your view and you might avoid the anger stage.
    May 7 12:28 PM | 1 Like Like |Link to Comment
  • Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
    24 seems like a near term resistance. But don't forget the "buy the rumor, sell the news" crowd. Intel had a nice run from its 19.23 low to 24.
    May 7 12:13 PM | Likes Like |Link to Comment
  • Intel: A Must-Read History Lesson [View article]
    The link was an excellent suggestion, fidgewinkle. Thank you.
    May 5 11:28 AM | Likes Like |Link to Comment
  • Intel: Something Big Is Coming On May 6 [View article]
    Piper used an ironic choice of words: "tectonic change" is a really scary subject in Silicon Valley :-)
    May 2 04:26 PM | 2 Likes Like |Link to Comment
  • Intel Makes The Right CEO Choice [View article]
    Excellent article, Ashraf! Every point is valid IMO. I am relieved. As I have said in a previous comment, "transistor manufacturing" is the essence of Intel's growing competitive moat. It is the horse that everything else rides on, with architecture and circuit design being an excellent rider due to the obvious synergy.

    The problem with "numbers guys" is that too many of them diminish long-term strategic advantage for short-term goals. Focus on long-term strategy and the numbers will eventually take care of themselves.

    I am long Intel, ahead of my annualized total return goal, enjoying the dividend, and smiling. It is presently my third largest stock position.
    May 2 01:45 PM | 1 Like Like |Link to Comment
  • Intel: Haswell Release On June 3rd Could Be Huge [View article]
    Can someone please provide the name of the GS analyst? Even better would be a link to any news article mentioning their view.
    Apr 30 09:44 PM | 1 Like Like |Link to Comment
  • Intel: The King Is Back [View article]
    Does anyone know what the Goldman Sachs analyst with the $16 price target is saying now?
    Apr 29 10:30 PM | Likes Like |Link to Comment
  • Silicon Motion Could Be The Next Himax [View article]
    Excellent article! Particularly given the fact that SIMO has so little coverage. Odd ending though, I didn't get the Google Glass comment. I am Long SIMO (small position) and patient.
    Apr 25 12:47 PM | Likes Like |Link to Comment
  • Performance Comparison Of Selected MLPs [View article]
    Excellent article Ron! Greatly appreciated as always.
    Apr 25 11:39 AM | 2 Likes Like |Link to Comment
  • AT&T: Financial Shenanigans, Painful Truth Coming [View article]
    While you make some valid points (most of which are widely known), the level of hyperbole in this article is so bad that it insures that I will never subscribe to your newsletter.
    Apr 22 01:22 PM | 6 Likes Like |Link to Comment
  • Does Momentum Investing Actually Work? [View article]
    See Cam Hui's excellent article, it answers your question: http://seekingalpha.co...
    Apr 14 12:13 PM | Likes Like |Link to Comment
  • It Is Not Can Intel Dominate Tablets, But When [View article]
    Too bad you wasted time publishing a comment.
    Mar 27 02:52 PM | Likes Like |Link to Comment
  • Intel: $48 Per Share In 4 Years [View article]
    Eddie B: You drifted very well! Please feel free to drift like that anytime.
    Mar 24 04:56 PM | Likes Like |Link to Comment
  • Intel: $48 Per Share In 4 Years [View article]
    Excellent comment, edboot01! Please comment more often!

    And continue to wear a wide-brimmed cowboy hat to protect your frontal cortex from that desert sun out there :-).
    Mar 24 04:43 PM | Likes Like |Link to Comment
COMMENTS STATS
69 Comments
57 Likes