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k2caliguy

k2caliguy
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  • Intel: What To Expect From Earnings Today [View article]
    I dont expect much either, they stated an increase in revenue, and that shot the stock up to it current price.

    $800 touchscreen lenevo powered by windows and intel. that is a high end tablet killer. my Ipad3 is a glorified recipe book for the kitchen.

    cant wait for that 14nm fanless chip, thin and light laptops are on their way.
    Jul 15 09:05 AM | Likes Like |Link to Comment
  • Why Intel Stock Is Still An Investment Opportunity Right Now [View article]
    Concerning today is reading the United Kingdom register that reported Russia government to develop their own arm chips for servers and computers and ditch Intel and amd.
    Jun 24 11:53 PM | Likes Like |Link to Comment
  • Intel Recruits Rockchip To Increase Its Attack Against The ARMy [View article]
    dont forget google's cash for marketing android silver coming out on LG and Motorola with the Snapdragon 810. There is a giant battle playing out on mobile that is leaving intel in the dust.
    May 28 10:42 PM | 2 Likes Like |Link to Comment
  • What Intel's Capital Allocation To Shareholders Is Telling Us About Intel's Long-Term Growth Prospects [View article]
    I had to check out of INTC after flat revenue again reported along with shares in the high twenties, I have been waiting for 2 years to see growth in a mobile market that is now maturing and they still are not there.


    Is this a battle of bulge playing right now on INTC? Time will tell. Android Silver just got fired in INTC on the high mobile market for next years revenue reporting.
    May 20 09:32 PM | Likes Like |Link to Comment
  • Bonds Are Expensive, Stocks Are Expensive: The Long-Term Investor's Conundrum [View article]
    thats what I thought about the rogue elephant a couple years ago, it was going to trample us. But then I realized that the elephant needs to keep us stable. I have noticed they are super cautious on what they say now. With forward looking comments of inflation is still okay and maybe 1 year or 2 year will raise rates. Then they start shortening that time period when and if unemployment drops, and maybe take 10 billion off the top of QE purchases if the market does not react severally...

    I think they hope on the backend for capital gains taxes at the same time where they can inflate themselves slowly out of their debt. Then give each other high fives and light up cigars, and shoot movies of the vice president driving a yellow corvette to pick up cast members of seinfeld.

    We will see if the consumer and big business keep investing smartly, I am starting to see balance transfers for credit card debt at 0% with the 3% fee again. I feel car loans went on a binge last year. I hope consumers do not over leverage, then the economy goes back into slowing GDP. The cash for homes stats recently is a good sign.

    imho, I would take a good percentage of investments right now into cash, the stocks with that have higher cost basis with low or no dividend, just to realize some gains, and turn that cash into something in the economy that can cause some CPI or PPI inflation and shake things up. Then the feds will start raising rates, which will start mixing up bonds, stocks, and money markets and not go down the path of Japan's lost decades.
    May 16 10:14 PM | 1 Like Like |Link to Comment
  • Vale: Neglected, Undervalued Commodity Firm With 50% Upside Potential [View article]
    I think Vale right now with a 4 to 5 year low in iron ore prices is a great deal. They are too big to fail for the the economy of Brazil, hence the financial approval they just received.

    maybe in 10 to 20 years young investors will be able to see shipments to Africa, as those economies catches up with the rest of the world.
    May 1 07:43 PM | Likes Like |Link to Comment
  • Intel: Will The Dividend Be Raised This Year? [View article]
    there running contra revenue on atom processers to try see if chinese oem's can make a dent into ARM licensed chips. I highly doubt we will see a dividend increase unless laptop/desktop sales change course.

    Conerning is Amazon hiring up former Calxeda to design ARM based hadoop clusters using ARMv8, which strikes at xeon built nodes...

    Amazon must have penciled out lower power draw to cut electricitly rates and much cheaper cost to build with TSMC or Samsung. I am curious if ARM foundries can handle all this volume...

    Amazon has a stream box now too, they are probably going to launch a Kindle Fire type phone by christmas at a zero margin just to make revenue on amazon digital content.

    intel needs to plow free cash flow in catching up with its atom line... I am concerned long term as an investor...
    Apr 30 12:59 AM | Likes Like |Link to Comment
  • A $149 Asus Tablet With An Intel Atom Z3745 Chip Will Compete With Galaxy Tab 4 [View article]
    I would like see ultra books come down in price to compete with high end tablets...

    the money is there in those chips, not the cheap stuff..
    Apr 25 09:37 AM | Likes Like |Link to Comment
  • Intel Earnings Preview: Intel Needs Revenue Growth And A Note Of Caution [View article]
    Nice article I have not read finance article on SA on INTC in a while. I have a some covered calls that went ITM from the irrational rise of this company very recently right before earnings. I am tempted to allocate a percentage of capital into long term puts.

    Snapdragon 810 and 808 look to further push back any sizable market share into tablets and smartphones next year. Micron is also hitting on memory.
    and Samsung is in the works on 14 nm FinFet Process and Designs. They are not going to win any designs ever from Samsung or Apple.


    I am all for American chip manufacturing and jobs, but I become more and more bearish on this company.
    Apr 8 11:06 PM | 1 Like Like |Link to Comment
  • Intel: What If PC Units Did A U-Turn In The First Quarter? [View article]
    Show us some R Squared analysis next time between HP and INTC...
    Apr 3 09:09 PM | Likes Like |Link to Comment
  • Intel's Compensation: A Wake-Up Call For Corporate America [View article]
    Nice article, good to read about those changes.

    Its a weird business model these days, the elite get rich thanks to the unfair capital gains tax code. Some businesses are worse then others at who gets stock options and if shareholders are getting screwed from mis-allocation of capital that should actually go to revenue building better cycle times ( chandler plant mistake), product or service improvement, or worst case dividend issuing so shareholders are directly rewarded.

    INTC sold bonds to buyback shares it announced last year. What kind of garbage is that moving money on the balances sheet. Financial incest. If they issue shares back the executives there is no gain to shareholder... just liability on the balance sheet... tsk tsk

    ...
    Feb 15 01:12 PM | Likes Like |Link to Comment
  • Does Intel Spend More Than Qualcomm In Mobile? [View article]
    Have you considered potential headwinds that Apple and Qualcomm will face with the cellphone network talk of ending subsidies? this gravy train will not last forever...

    According to Stephenson CEO of AT&T today, “When you’re growing the business initially, you have to do aggressive device subsidies to get people on the network… But as you approach 90 percent penetration, you move into maintenance mode. That means more device upgrades. And the model has to change. You can’t afford to subsidize devices like that.”
    Dec 16 09:11 PM | Likes Like |Link to Comment
  • JPMorgan details global settlement; a few risks remain [View news story]
    This is government propaganda and strong arming. One one hand the government is doing everything it can to drop interest rates and mortgage rates to increase employment, then on the other it assigns blame to a whole process that the government did not care to regulate at all , and it still can't figure out how to apply Frank-Dodd nor apply global international accounting rules to American economy but it can come back and take 13 billion like it has really done something for the American people. how many american ares still left in a house that are underwater? It was cheaper to walk away... Obama needs to has department check these types of behaviors and focus on better underwriting practices. This is not a solution the mortgage industry....
    Nov 19 10:23 PM | 2 Likes Like |Link to Comment
  • Now Is The Time To Be Fearful [View article]
    The hospital will not turn you away, but maybe they should if you don't have money to set broken bones, get a blood infusion, and some pain meds. Maybe hospitals should practice free market principles and stop giving out free health care and break the Hippocratic oath. Only serve those who can pay.

    Being heartless and carrying more about oneself and greed, that is sinful way of life:

    http://cbsn.ws/1dA6FXy
    Sep 22 01:02 AM | 2 Likes Like |Link to Comment
  • Dow, S&P close at record highs as Fed shocks the markets [View news story]
    starting to mirror the Japanese lost decade. I think they are now into decade number two now... wait their into decade number 3.... gotta live in a BRIC type countries to live the old American dream, all assets have been exploited and now it takes huge capital using innovation to out trench the oligarchs...
    Sep 18 07:54 PM | Likes Like |Link to Comment
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