Thanks to the PC industry's woes, Intel's (INTC) capacity utilization rate is down to 60%, well below historical norms, reports industry analyst Jim McGregor. McGregor adds the rate is increasing as Intel burns off inventory, but sees the chip giant saddled with excess capacity for some time, and claims Intel has delayed production at a new Arizona fab (Fab 42). "The walls are up, and they took in some equipment, but they are delaying outfitting it." Intel has set an aggressive capex budget of $12.5B-$13.5B for 2013. [View news story]
they need to market more products that leads to further their chip sales. To drive a mainstream adoption they have to market more, the ultra thinbooks with touchscreen, is being learned through a so call expert reviews and opinions, instead of having the masses try one out. They should have an armada of sales folks demonstrating this product at every costco, sams club, county/state fair, airport terminals, sports complex, etc they can get a captive audience on just to first hand test drive one for free for a few minutes. People don't just go out their way to try one of these out at a best buy, and deal with a young kid that has no professional sales training. You have to go get people engaged tailer each presentation to that customer and show the versatility of the product. You have to sell them on the new product, just like using traditional sales presentations. Apple was brilliant in this along with a solid easy to use product.
I'm long intel, and waiting for some real grassroots marketing, not the blue man group, and intel inside stamp on the box.
Those who have seen Intel's (INTC) Web TV service "describe it as a significant advance over any existing cable or satellite platform," AdAge reports. Intel has been looking to bake in a number of novel features, as well as a streamlined UI. One lingering concern is the hostile response many cable/telco ISPs could show to the service, given most of them double as pay-TV providers. But net neutrality rules stand to limit interference, at least beyond bandwidth caps. [View news story]
hide a thin laptop/desktop to the back of your HDTV and connect with a hdmi cable, wireless mouse/keyboard... that's a significant advance.
Chesapeake: Is Management Sending Hints Of A Complete Buyout? [View article]
chk is done, feb 21st you will see for yourself. chk is burning through cash, drilling costs ran 7.6 billion with about 2 billion in operation cash, the assets sales are keeping company going in the short term. debt has not gone down because of tue expense to frack, ceremics and sand is expensive to pump. if natural gas is stuck below 4 it a loss. if you cant read their sec statements you should invest in this company. icahn can get out of this company before you know it. companies are just buying midstream and other easy assets, no major wants to develop. only a little from the chinese a week ago. i would buy puts in chk.
Clean Energy Fuels Will Become Increasingly Profitable [View article]
terrible investment, pure service play, GE and CHK are partnered with better products putting this company out of business. google their product launches.
Chesapeake Energy In 2013: Bankruptcy Risk Is Non-Existent [View article]
nymex natural gas prices over the last month have not been friendly to chk upcoming 4th quarter results. I'm not fulling understanding the supply side for all of 2012, why hasn't fracking and offshore slowed below supply?
I've read the larger import terminals are empty woth no tankers from the low prices. who is supplying into these low prices, makes no sense to me.
Jim Chanos - a bell-ringer in 2009 when he said there was nothing left to short - says there's plenty to keep his firm busy now. Avoid leveraged natural gas companies "like the plague," he says. Their balance sheets may look okay thanks to perverse accounting rules, but cash flows tell a different story. "It's a pretty good bet" he's short any leveraged players that were buying gas properties 5 years ago and looking to sell now. [View news story]
"Their balance sheets may look okay thanks to perverse accounting rules" he is knocking every public traded company and the FASB with resources on their balance sheet. what a joke, upl took write down of their assets, that's correct GAAP.
not true an arm cannot calculate the processes required for actually excel or access usage, and software will crash when you ctrl x and move 50,000 records that are formatted with underling formulas. arm processers are designed more small portable devices, not heavy processing. I hope you get it through your head or you are dead on arrive with any short bearish play regarding intel.
The backlash is growing against Freeport McMoRan's (FCX) planned acquisition of two oil explorers, as T. Rowe Price and Van Eck - who hold at least 9% of shares - say the tie-up is riddled with conflicts of interest. BlackRock's Evy Hambro, who ripped the deal early, continues to weigh in: He's most upset at the lack of a shareholder vote on a transaction that equals two-thirds of FCX's market cap. [View news story]
Here is further fuel to the fire from a Forbes Author regarding the timing of stock sales and the buddy network of board members at University of Texas.
The transcript of Mcmoran's third quarter conference call also makes no sense by the CEO, the guy cannot talk at a high level like any normal ceo from any other s&p 500 company.
It seems Mcmoran's has run out of cash drilling in gulf and now FCX's balance sheet has been leveraged for a select few board members to cash out.
there are oil majors in the gulf performing technical deep water drilling, it is going to take more then FCX's little cash flow to unlock and find the estimated LNG gas that is 20,0000 and 30,000 feet below the sea level. FCX game plan for 2013 expansion of their copper mines is done, just trying to manage the capex for Mcmoran.
That plan will have to pushed back becuase copper in the 4th quarter has been lower than the 3rd quarter, and mcmoran cash flow is getting killed by the inability to export LNG, and having to deal with a LNG price of under $4.00 thanks to the Shale gas plays.
The dividend could be at risk in 2013.
US contraction at a macro level for any fiscal cliff plan means china export slowdown to the US. That should slow chinese growth, which supports 60 percent of the world copper demand.
There has to better small cap mining companies available? Why don't they diversify into Potash, the world continues to grow and farmers need it.
I lost my shares on a 39 covered call earlier this year, I wanted to get back in the stock at the right price point, but this merger makes no sense, and for that I am out as Mark Cuban would say on shark tank.
More on Intel's (INTC +2.3%) debt offering: Intel states in a prospectus it will offer a mixture of 5, 10, 20, and 30-year notes. To no one's surprise, the yields Intel are offering are pretty low: they range from 80-150 bps above what treasuries of similar maturity are yielding. Moody's rates the debt A1, and S&P A+. [View news story]
Go Intel, bond buyers are crazy.
I buy a $1000 bond at 3% for a 30 year non-callable, annual payments. $900 of interest.
I wait 5 years and then buy a 25 year bond non-callable at 5%. I make an extra $350.
What Are The 20 Top Nat Gas Producers Saying About Future Nat Gas Prices? [View article]
Nice article I see demand picking up, the technology using natural gas is slowing increasing. Bi fuel engines can put pressure on oil imports, keeping more money flow inside our country. This innovation change I see as one way to get our economy jump started.
No, Austerity means higher unemployment, food stamps, and increased violence.
It does more damage then calculated monetary debasement when used in a growing population. What you get is rioting from unemployment, you kill the hope of millions when they can't find work, because you have taken money out of the economy in the name of balancing a budget. You need to look hard at the consequences a debt downgrade by some rating agencies, who cares? Central banks can destroy interest rates by buying treasuries and government bonds. Its all about controlling inflation. Right now unemployment and consumption has not picked up, we are seeing normal inflation from global population growth. Its all about money flow and money supply.
I guess you want this to happen here in the States?
Thanks to the PC industry's woes, Intel's (INTC) capacity utilization rate is down to 60%, well below historical norms, reports industry analyst Jim McGregor. McGregor adds the rate is increasing as Intel burns off inventory, but sees the chip giant saddled with excess capacity for some time, and claims Intel has delayed production at a new Arizona fab (Fab 42). "The walls are up, and they took in some equipment, but they are delaying outfitting it." Intel has set an aggressive capex budget of $12.5B-$13.5B for 2013. [View news story]
I'm long intel, and waiting for some real grassroots marketing, not the blue man group, and intel inside stamp on the box.
Those who have seen Intel's (INTC) Web TV service "describe it as a significant advance over any existing cable or satellite platform," AdAge reports. Intel has been looking to bake in a number of novel features, as well as a streamlined UI. One lingering concern is the hostile response many cable/telco ISPs could show to the service, given most of them double as pay-TV providers. But net neutrality rules stand to limit interference, at least beyond bandwidth caps. [View news story]
Chesapeake: Is Management Sending Hints Of A Complete Buyout? [View article]
Clean Energy Fuels Will Become Increasingly Profitable [View article]
Chesapeake Energy In 2013: Bankruptcy Risk Is Non-Existent [View article]
offshore slowed below supply?
I've read the larger import terminals are empty woth no tankers from the low prices. who is supplying into these low prices, makes no sense to me.
Jim Chanos - a bell-ringer in 2009 when he said there was nothing left to short - says there's plenty to keep his firm busy now. Avoid leveraged natural gas companies "like the plague," he says. Their balance sheets may look okay thanks to perverse accounting rules, but cash flows tell a different story. "It's a pretty good bet" he's short any leveraged players that were buying gas properties 5 years ago and looking to sell now. [View news story]
Will Natural Gas Fall Below $3? [View article]
Intel - Food For Thought [View article]
The backlash is growing against Freeport McMoRan's (FCX) planned acquisition of two oil explorers, as T. Rowe Price and Van Eck - who hold at least 9% of shares - say the tie-up is riddled with conflicts of interest. BlackRock's Evy Hambro, who ripped the deal early, continues to weigh in: He's most upset at the lack of a shareholder vote on a transaction that equals two-thirds of FCX's market cap. [View news story]
Here is further fuel to the fire from a Forbes Author regarding the timing of stock sales and the buddy network of board members at University of Texas.
The transcript of Mcmoran's third quarter conference call also makes no sense by the CEO, the guy cannot talk at a high level like any normal ceo from any other s&p 500 company.
It seems Mcmoran's has run out of cash drilling in gulf and now FCX's balance sheet has been leveraged for a select few board members to cash out.
there are oil majors in the gulf performing technical deep water drilling, it is going to take more then FCX's little cash flow to unlock and find the estimated LNG gas that is 20,0000 and 30,000 feet below the sea level. FCX game plan for 2013 expansion of their copper mines is done, just trying to manage the capex for Mcmoran.
That plan will have to pushed back becuase copper in the 4th quarter has been lower than the 3rd quarter, and mcmoran cash flow is getting killed by the inability to export LNG, and having to deal with a LNG price of under $4.00 thanks to the Shale gas plays.
The dividend could be at risk in 2013.
US contraction at a macro level for any fiscal cliff plan means china export slowdown to the US. That should slow chinese growth, which supports 60 percent of the world copper demand.
There has to better small cap mining companies available? Why don't they diversify into Potash, the world continues to grow and farmers need it.
I lost my shares on a 39 covered call earlier this year, I wanted to get back in the stock at the right price point, but this merger makes no sense, and for that I am out as Mark Cuban would say on shark tank.
Intel - Food For Thought [View article]
ipads are so 2012.
More on Intel's (INTC +2.3%) debt offering: Intel states in a prospectus it will offer a mixture of 5, 10, 20, and 30-year notes. To no one's surprise, the yields Intel are offering are pretty low: they range from 80-150 bps above what treasuries of similar maturity are yielding. Moody's rates the debt A1, and S&P A+. [View news story]
I buy a $1000 bond at 3% for a 30 year non-callable, annual payments. $900 of interest.
I wait 5 years and then buy a 25 year bond non-callable at 5%. I make an extra $350.
What Are The 20 Top Nat Gas Producers Saying About Future Nat Gas Prices? [View article]
Honda civic gx, F-250 wing system. Cummins Westport, etc...
CHK, GE $500 on home natural gas refueling appliance:
http://on.wsj.com/11gUQAl
Fracked Water, Meet SmartSponge [View article]
The War On Coal: Sell Arch Coal [View article]
http://bit.ly/TdJARD
makes it hard to bullish on coal, if Romney won totally different story...
The Stock Market Rebound Is Coming [View article]
It does more damage then calculated monetary debasement when used in a growing population. What you get is rioting from unemployment, you kill the hope of millions when they can't find work, because you have taken money out of the economy in the name of balancing a budget. You need to look hard at the consequences a debt downgrade by some rating agencies, who cares? Central banks can destroy interest rates by buying treasuries and government bonds. Its all about controlling inflation. Right now unemployment and consumption has not picked up, we are seeing normal inflation from global population growth. Its all about money flow and money supply.
I guess you want this to happen here in the States?
http://reut.rs/Wabmwu