Intel: Sell The Ticks, Buy The Tocks [View article]
Partially long INTC. Took about half my position off today, I think this runup is a tad long in the tooth for Intel. It will be a while before the Market is confident that Intel can continue a steady climb. I love the company, but the Market doesn't always.
Nokia's About To Have A Blockbuster Week [View article]
I am still waiting to see if Elop's pathological fear of inventory rears it's head again. Nokia is a lot better at developing products than delivering them. Elop's "Out-of-Stock" tactic killed the 920. We'll see if he kills Nokia once these phones hit or mishit the market. I have little confidence in him anymore.
Intel: Major Upside Ahead, 2014 Estimates Too Low [View article]
As expected, Intel has started a bit of a pullback. The Gambler in me took over half mt Intel position off at about 12% return in just over 60 days. Now we'll see if the Market makes me smart or just CRAZEd.
Who Will End Up Staying With The Windows Phone? [View article]
I have to disagree with your idea that the OS has anything to do with Nokia's success. Mr Elop has a pathological fear of inventory. His deliberate strategy of "Out of Stock" killed the 920, has stunted the 521, and if it shows up in these High End phones just announced, will be the death of Nokia. Nokia has a reputation of Solid, well built phones, so the demand will be there. Elop has so mismanaged production and marketing that not even MSFT's money will save Nokia from him forever. Sure he is turning a big ship, but not away from the Iceberg, but right into it!
This may well be another example of "We lose $100 on every car we sell, but we make it up on volume". Amazon will lower prices below every competitor seemingly forever, because somehow it is not judged by profits, but by revenues. Despite approximately zero profits, in the last 2 years the stock has more than doubled, while profitable companies stocks struggle. I fail to understand it, but I won't fight it. At some point it may be held accountable, but like Sprint, who I cannot find a single quarter in the last 3 years where it has made money, the Street just keeps propping it up.
Intel: Major Upside Ahead, 2014 Estimates Too Low [View article]
Yes, Thank you for the information, you must not sleep much digging up all these tidbits, and have skin tough as Abrams' armor to tolerate some of the trolls that I see throwing stones. I for one, appreciate your efforts, even if I disagree with your conclusions at times. I see a great long term future for Intel, but fully expect a pullback very soon, before another surge. That's just my opinion. Differing opinions are what makes markets.
Intel: Major Upside Ahead, 2014 Estimates Too Low [View article]
Actually, Moore's Law is not a Law but an observation. Ever hear of qbits? Here we start getting into true physical laws, and we have quite a ways to go before we reach the limits of what information stored in combinations of 4 states gives us as opposed to the current Binary. Before you write me off as a nut case, read this article from my nearby town of Los Alamos. http://bit.ly/17Ynl8c I have many friends there. I cannot comment on what I know beyond this release, but there is a reason that Intel has a big plant close to Sandia Labs here, and only about 2 hours from Los Alamos.
Nokia's About To Have A Blockbuster Week [View article]
Thanks for the Flowers, I read everything you write, but don't always post. My Verizon contract expires in July, but out here in the New Mexico desert, AT&T coverage is abysmal to nonexistent. AT&T built that large 4g system by only building in high population density areas. Even Sprint is spotty out here. Verizon is the only one I can count on, so I'll still have to carry my SLR along with a phone.
Intel: Major Upside Ahead, 2014 Estimates Too Low [View article]
@bob7084 The Chip industry is massively capital intensive, and they spend all that R&D CapEx so that they DO know something we do not. Just the move from 300mm wafers to 450mm wafers was a massive upgrade within the Chip world.
Intel: Major Upside Ahead, 2014 Estimates Too Low [View article]
My only problem with this article is that Ashraf gets too accustomed to talking to us who follow him, and occasionally doesn't define certain terms like NAND. No offense intended, but I see a lot of new posters (like bob7084) appearing in your articles in the last year, so you might want to define more abbreviations occasionally. Still a good article and I will probably always have at least some long INTC.
Intel: Major Upside Ahead, 2014 Estimates Too Low [View article]
@experienced Well, that's what makes Markets. Retail investing is rather more like gambling compared to the HFT's and Market Makers. We look for our shots, and hope we aren't betting against the Big Money.
Intel: Major Upside Ahead, 2014 Estimates Too Low [View article]
There is a lot of talk recently about Apple buying a lot more Intel chips for their next systems, not only to avoid buying from Samsung, but because of the new technology that Intel is releasing. Please let us know when you hear anything solid. $INTC, having gone up ~25% since November, is very likely to take a break for a while(dropped 1.8% today). I put a fairly tight stop in, in case it does, as the market almost always over-corrects in these situations, and I can buy back in lower in that case. That is just my strategy, and I am not presuming to give advice to a crowd as educated as your usual following. I am just not a "Buy and Hold" with Intel, as it travels in a fairly tight range. I am assuming that once they start turning in numbers, (even the conservative ones you suggest) $30 is possible. My understanding is that Intel may be currently making a lot from MSFT, their new chips are rather system Agnostic and the x86 lockup is a myth.
Forum On Nokia, Covering NSN, HERE, IP, And General Discussion. [View instapost]
Intel: Sell The Ticks, Buy The Tocks [View article]
Nokia's About To Have A Blockbuster Week [View article]
Intel: Major Upside Ahead, 2014 Estimates Too Low [View article]
Who Will End Up Staying With The Windows Phone? [View article]
The Other Amazon [View article]
Intel: Major Upside Ahead, 2014 Estimates Too Low [View article]
I see a great long term future for Intel, but fully expect a pullback very soon, before another surge. That's just my opinion. Differing opinions are what makes markets.
Intel: Major Upside Ahead, 2014 Estimates Too Low [View article]
I have many friends there. I cannot comment on what I know beyond this release, but there is a reason that Intel has a big plant close to Sandia Labs here, and only about 2 hours from Los Alamos.
Forum On Nokia, Covering NSN, HERE, IP, And General Discussion. [View instapost]
Nokia's About To Have A Blockbuster Week [View article]
Intel: Major Upside Ahead, 2014 Estimates Too Low [View article]
The Chip industry is massively capital intensive, and they spend all that R&D CapEx so that they DO know something we do not. Just the move from 300mm wafers to 450mm wafers was a massive upgrade within the Chip world.
Intel: Major Upside Ahead, 2014 Estimates Too Low [View article]
Still a good article and I will probably always have at least some long INTC.
Intel: Major Upside Ahead, 2014 Estimates Too Low [View article]
Well, that's what makes Markets. Retail investing is rather more like gambling compared to the HFT's and Market Makers. We look for our shots, and hope we aren't betting against the Big Money.
Intel: Major Upside Ahead, 2014 Estimates Too Low [View article]
$INTC, having gone up ~25% since November, is very likely to take a break for a while(dropped 1.8% today). I put a fairly tight stop in, in case it does, as the market almost always over-corrects in these situations, and I can buy back in lower in that case. That is just my strategy, and I am not presuming to give advice to a crowd as educated as your usual following. I am just not a "Buy and Hold" with Intel, as it travels in a fairly tight range. I am assuming that once they start turning in numbers, (even the conservative ones you suggest) $30 is possible.
My understanding is that Intel may be currently making a lot from MSFT, their new chips are rather system Agnostic and the x86 lockup is a myth.
Who Will End Up Staying With The Windows Phone? [View article]