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mr wonder

mr wonder
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  • Intel drops after Intersil reports seeing high PC chip inventories [View news story]
    It all depends on how you read the transcript and which lines you pick to throw at the public.

    Necip Sayiner - Chief Executive Officer, President and Director, also says:

    "Given the reduced run rate of computing and consumer as we exit 2014 and the design win ramps coming in the first quarter, it is now possible that consumer and computing combined could be counterseasonal and grow sequentially in Q1. We continue to see the design win traction solidifying and expect to see steady growth from there throughout 2015."

    Furthermore, Intersil is a small company.
    Representing 52mil revenue in its computing and consumer devisions together.
    Oct 30, 2014. 03:53 PM | 1 Like Like |Link to Comment
  • Audi Looks For Road Out Of China Ditch [View article]
    Nice article. It shows one of the big problems of doing business in China and its regime.
    Sep 29, 2014. 02:38 PM | 1 Like Like |Link to Comment
  • U.S., Europe ready new energy sanctions on Russia [View news story]
    @ Taxman100

    1. NATO never invited Ukraine to join NATO. So this is a false argument.
    2. Russia was taking Crimea with military force. If Putin didn't decide so, NATO would still be a sleeping dog.
    3. Ukrainian people had every reason to start a revolution against the corruption of Janokuvich's regime. Under his leadership Ukraine went bankrupt. It is a unfunded conspiracy theory to say that Maidan protests were planned by the evil West.
    4. No referenda, nor the one in Crimea nor the one in the East of Ukraine, can be taken seriously. Both were organized in 10 days (Scottish people got more than two years to make the right decision about their independency), there were only two options to be chosen from (staying with Ukraine was not a option), there was no opposition allowed making a campaign against joining Russia.
    5. Ukraine is an independent and sovereign country which is allowed to make any decision they want. Whether it is looking to the West or to the East. Putin has nothing to say about the future of Ukraine, let stand using his military force to destruct and destabilize it.
    Sep 12, 2014. 08:54 AM | Likes Like |Link to Comment
  • U.S., Europe ready new energy sanctions on Russia [View news story]
    Then, what would you propose the US and the EU should do to stop Putin's aggression? Let him continue destabilize peace and borders in Europe. That would serve economic growth very well. Besides, Russia is delivering 30% of European gas. It is good for Europe to haste themselves using more durable energy and not being dependent on Putin's regime any longer.
    But like I asked, what do you propose instead of criticizing only?
    Sep 11, 2014. 10:02 AM | Likes Like |Link to Comment
  • U.S., Europe ready new energy sanctions on Russia [View news story]
    Then, what would you propose the US and the EU should do to stop Putin's aggression?
    Sep 11, 2014. 09:58 AM | Likes Like |Link to Comment
  • Microsoft And Intel Are Putting The 'Win' Back In Wintel [View article]
    @ Michael - All nice words, being leaders and so fort. But let us look at numbers and the products of the future these companies sell.
    Please explain the true value of 40% increase in profit. (+0.4% = +40% growth if previous profit was 1%).
    All I see is that Full Year Gross Margin is expected to increase from 61% to 63%, which is based on a temporary increase of pc sales because some else (Microsoft) decided to stop supporting XP. All in all a temporary 3% increase in Gross Profits is better to judge Intels performance. I am not even mentioning the increasing loss Intel is making on the its new mobile products.
    MSFT on the other hand, has to offer it mobile software for free and Windows and MS-Office are suffering increasing competition from free-software (Open Office, Libre Office), Google and soon Apple/ IBM.
    http://bit.ly/1qhYn0C
    Not exactly a scenario of profit growth either.
    Jul 17, 2014. 09:45 AM | 1 Like Like |Link to Comment
  • Microsoft And Intel Are Putting The 'Win' Back In Wintel [View article]
    The only thing I see in "wintel" are much higher PE ratios without any evidence or sane arguments for durable revenues, let stand profit growth.
    The absurd 30% increase of INTC shares based on a temporary 5% increase in revenue (not even profit) is insane. The same counts for MSFT exploding because Nadella is announcing jobcuts.

    It is truely remarkable how Wallstreet media is hyping up Intel and Microsfot with so called "turn around" stories, while both companies are trading at 14 year record highs.
    Jul 17, 2014. 09:01 AM | 2 Likes Like |Link to Comment
  • Shares Of Intel Corporation Climbed Nearly 7% In Late Morning Trading [View article]
    This is total craziness :)
    A toxic cocktail of short squeeze, misguidance of Intels board for the last quarters and a Wallstreet generated hype beyond believe.
    Buying now is hoping that no-one on Wallstreet is pulling the Sell trigger.
    Jul 16, 2014. 03:30 PM | 2 Likes Like |Link to Comment
  • Intel - Good News Continues... Strong Outlook, Large Payday For Investors [View article]
    Isn't this a typical clear cut case of selling the "good" news, published already a few weeks ago, twice.
    Shouldn't we all be cautious investing in Intel. The share price already sky rocketed twice on this news. Knowing that Intel's profit growth is most probably anything but durable, current PE of 16 seems too much. Sooner or later Intels profitable cpu's are going to be replaced by less profitable soc's, even in desktop computing.

    Furthermore I am surprised by the way Intel was miss-guiding many of its shareholders the past two quarters stating revenue and gross margins would stay flat in the quarters to come. As if they were not aware of Microsofts intentions to stop supporting XP which would temporary increase demand of cpu's.
    Jul 16, 2014. 09:51 AM | 2 Likes Like |Link to Comment
  • A Few Thoughts About The Intel Earnings Report [View article]
    Calculating with a P/E of 15 knowing that earnings coming from PCU's sooner or later will decline since they are all being replaced by less profitable SOC's is very risky.
    Jul 16, 2014. 07:39 AM | 1 Like Like |Link to Comment
  • Intel Rewards Its Shareholders [View article]
    I am surprised by the way Intel miss-guided many of its shareholders the past two quarters stating revenue and gross margins would stay flat in the quarters to come. As if Microsofts intention to stop supporting XP, which would temporary increase demand of cpu's, were not known by Intels board.
    Jul 16, 2014. 03:03 AM | Likes Like |Link to Comment
  • Intel Is Booming [View article]
    This is typical a clear cut case of selling the "good" news, published already a few weeks ago, twice. This article is typical how Wall Street is trying to sell its shares at monster prices, knowing that Intel's profit growth is anything but durable. Profitable cpu's are going to be replaced by less profitable soc's sooner or later.
    Besides this, Intel's reliability and integrity is questionable. Their miss-guidance during the first two quarters is remarkable. As if they did not understand that Microsofts intention to stop supporting XP would lead to a temporary increase in cpu demand.
    Jul 16, 2014. 02:37 AM | 1 Like Like |Link to Comment
  • New Growth For A New Nokia [View article]
    dwdallam

    Relax. If you are not interested in NOK then let it be. Why all that bashing? Are you short on Nokia?
    I think Nokia is out of the danger zone and that makes many investors convenient to step in.
    Nokia has a steady revenue coming out of NSN and that revenue is finally managed by capable management. Furthermore, Nokia holds many essential patents which will provide revenue's for many years to come while Nokia is exploring new technologies in mapping, driver-less cars, graphene and LTE.
    However, I agree, Nokia can't afford to rest on its laurels. But so can't any company.
    Jul 3, 2014. 03:16 PM | 12 Likes Like |Link to Comment
  • Intel: Basic Reasons For Increasing Earnings [View article]
    People, stop dreaming start calculating.
    At a P/E of 15 and the recently forecasted increase in PC CPU revenue, INTC should be trading around $ 28.20.
    The current price is build on Wall Street hype and hopes.

    The future is SOC which sooner or laetr are going to replace all PC CPU's.
    Intel is making good margins on PC CPU's.
    Intel is losing money on SOC's. Recently they reported $300 additional expenditures on this division. Intel still is not on par with ARM/ Qualcomm.

    Please correct me if I am wrong (using real numbers instead of all kind of wish full thinking).
    Jun 29, 2014. 10:12 AM | Likes Like |Link to Comment
  • Strong PC Sales = Strong Buy For Intel [View article]
    How remarkable... almost all of yesterday's articles on INTC were shouting "doom & gloom" about its future. Now all articles about INTC are preaching "Haleluja!".

    At a P/E ratio of 15 and a net margin of 20%, I would think this $ 400mill increase of revenue should only justify a slight $ 0.24 uptick. Today's jump of of more than $ 2,- seems like buying the rumour.

    Should I consider to buy some additional INTC now?
    Jun 13, 2014. 12:05 PM | 1 Like Like |Link to Comment
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