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mr wonder

mr wonder
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  • 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 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 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 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 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 05:36 PM | 1 Like Like |Link to Comment
  • Intel +4.3% AH on guidance hike; Microsoft, AMD, H-P, Nvidia also up [View news story]
    I am impressed by the knowledge of Intel's board about their own business.
    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 ....

    Anyway, isn't $ 29+ after hour response not heavily exaggerated?
    Lets assume 20% net margin. This $ 400 (extra revenue reduced by the extra expenditures) results in 80 million increase in earnings, resulting in $0.016 EPS extra. 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.

    Am I missing something or are some investment banks trying to hype up this news?
    Jun 12 05:15 PM | 1 Like Like |Link to Comment
  • Iron ore price outlook cut by Morgan Stanley, miners lower premarket [View news story]
    Depends who that market is.
    Volume today is low.
    On this volume MS easily could trade the stock down.
    The trick is easy. Two traders at MS are hypertrading (low selling and buying, selling back even lower and buying back) the stock to each other. In the mean time private investors (MS and GS call them retail investors) get scared and take their losses.
    This is pure theft, but everyone seems to accept this organised crime of the big Wall Street investment bankers.
    Jun 12 03:46 PM | 1 Like Like |Link to Comment
  • Iron ore price outlook cut by Morgan Stanley, miners lower premarket [View news story]
    When Investment Banks like Morgan Stanley and Goldman Sachs are shouting out their down grades to everyone everywhere, they are really saying "sell your shares to us". Because they all understand, economic growth is proceeding and steel companies are heavily undervalued.
    Jun 12 08:55 AM | 2 Likes Like |Link to Comment
  • Hyundai shows off two luxury sedans [View news story]
    No debate about taste, but would you spend your hard earned money on a poor executed copies of a European cars?
    May 29 07:06 AM | Likes Like |Link to Comment
  • Microsoft And Its Legacy Problem [View article]
    Microsoft could easily use the name Lumia for their mobile devices, just like Xbox is used as a brand name for their game consoles. Lumia is well known and does already have a great brand name. I see no problem here.

    Being relevant in the future of OS-es, Microsoft needs great hardware, setting a benchmark for other WP manufacturers. With great products, like the new Lumia 1520 or the lumia 930, Microsoft, I see no reason why Microsoft can't be as succesfull as Apple is in mobile products. As compared to Apple though, Microsoft has more products to offer and is more advanced in server/ cloud computing.
    May 1 02:36 PM | 1 Like Like |Link to Comment
  • Why Nokia Is Heading To $10 [View article]
    There is no fundamental reason for the stock going down.
    The sale was closed on the 25th of April, exactly as reported in March.
    The situation did no change for the bad. In fact it changed for the better. Rajeev Suri is most probably replacing interem ceo Timo Ihamuotila.

    The reason why the stock went down today has its cause in the previous 6 earnings conference calls, where it went down every time during or after earnings only to recover again in one or two weeks after.

    However, this was the case when (Trojan Horse) Elop was in place, who was (most probably) more occupied preparing Nokia to be overtaken by Microsoft than he was serving the interests of Nokia itself.
    With Rajeev Suri however things are going to be different. Rajeev Suri is the biggest reason why Nokia still exists today and why Elop could afford playing around with the "WP-only" project.
    Rajeev Suri is known for being pragmatic without unclear "sort of" goals or strategies. His only agenda has been in place for some years now, which is focussed on making NSN the leanest and most advanced networking company in the world. Chances are big that he is unfolding his plans about getting a strong foothold in intelligent (independent) driving solutions. At least combined with HERE maps and AT this should not be too far fetched.
    Apr 28 05:09 PM | 2 Likes Like |Link to Comment
  • Nokia: The D&S Deal Is Not Endangered By Tax Dispute [View article]
    Dwdalan, please stop trying to create panic at every post.
    Mar 24 08:43 PM | 2 Likes Like |Link to Comment
  • Nokia/Microsoft deal stalled by Indian tax dispute [View news story]
    Anil92691, you must be working for India tax administration. How about Nokia went to India because there was a great market for feature phones and Nokia could minimize costs because of efficient distribution and lower labor costs?
    Feb 14 09:01 AM | 2 Likes Like |Link to Comment
  • Intel: Getting Innovative To Gain A Foothold [View article]
    @ Biosbob

    Could you provide a link to this report, cause I could not find anything.

    However, even if that rumor is true, Intel still benefits from having one and the same soc ready to be implemented for both operating systems.
    Feb 5 04:03 PM | 1 Like Like |Link to Comment
  • Intel: The Next Quarter Will Be Rough [View article]
    Ycajal
    "When facts change...."
    Which facts changed after Earnings Ycajal?
    Fact 1: You sold and now you are bashing the stock.
    Fact 2: The only reason people are doing this, is because they are still interested in the stock, hoping it goes down so they can step right back in.
    Feb 3 01:51 PM | 1 Like Like |Link to Comment
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