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mr wonder

mr wonder
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  • 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
  • Is Intel Impossibly Leaky? [View article]
    And how is this monitoring taking place? Does the SEC or a SRO walk hand in hand everywhere the staff (or their auditors) of listed companies go?
    Jun 13, 2014. 09:32 AM | Likes Like |Link to Comment
  • Is Intel Impossibly Leaky? [View article]
    BTW, Aren't investment banks like Goldman Sachs sponsoring presidential campaigns? Could this be the reason that this kind of corruption by the big hedge funds and SP manipulation still isn't prosecuted by SEC.
    Jun 13, 2014. 07:21 AM | 2 Likes Like |Link to Comment
  • Is Intel Impossibly Leaky? [View article]
    Good analyses Paulo.
    I was also surprised by this news.
    Does Intel's board "flat" guidance 7 weeks ago, proof their poor knowledge about their own business or is this manipulation.
    Forecasting flat revenue's during Q1 and hardly one month later they come and say they expect $700 mil higher revenue.... and $ 300mil higher expenditures .... and more taxes ....

    Furthermore I am astonished by AH trading going over $ 29.
    This $ 400 (extra revenue reduced by the extra expenditures) results in 80 million increase in earnings or $0.016 EPS.
    At a P/E ratio of 15 this legitimizes a $ 0.24 upswing. Starting from today's closing price after hours trading should be around $ 28.20.
    Jun 13, 2014. 07:17 AM | 3 Likes Like |Link to Comment
  • Watch Intel Start To Move [View article]
    So, you were already $ 421,- more optimistic than Intel's flat guidance.
    Where does your $ 421,- extra revenue come from?
    And why did you anticipate $ 300 mill less expenidtures, while Intel was always forecasting a slight increase of expenditures, and now even an extra $300mill increase?

    I would like to be as optimistic as you. But I can't find much ground for it. Please explain, cause otherwise I think it would be wise to sell off on this sudden hype.

    Btw, didn't you have a ton of long calls on INTC
    Jun 12, 2014. 07:15 PM | Likes Like |Link to Comment
  • Watch Intel Start To Move [View article]
    Michael, could you explain your figures.
    For example, if I add today's reported extra $ 700 mill to the $ 12.764 of last quarter, I count $ 13.464 instead of your $ 13.885.
    Also, if add today's reported extra $ 300 expenditures to the $ 4.933 of last quarter, I end up at $ 5.233 instead of your $ 4.900.
    Jun 12, 2014. 06:18 PM | Likes Like |Link to Comment
  • Intel +4.3% AH on guidance hike; Microsoft, AMD, H-P, Nvidia also up [View news story]
    At a P/E ratio of 15 one can't say Intel is undervalued, especially considering the future of lower margins on SOC's who sooner or later are going to replace all the high margin CPU's of Intel.

    Anyway, as an Intel investor I am happy with this sudden upswing, but I am wondering whether this is not the moment to take advantage of the hype :)
    Jun 12, 2014. 05:36 PM | 1 Like Like |Link to Comment
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