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k2caliguy

k2caliguy
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  • 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
  • Time To Buy Intel As Big 3 Asian PC OEMs To Start Shipping Bay Trail Tablets By October [View article]
    I agree I have an Ipad 3 and a Samsung Galaxy III phone. I see no relevence to bay trail at all. Both my current products have excellent battery life and processing power for what they do. Intel is late to the game, and the author can trump this up all they want... now it is partnering with OEMs that can take market share of people replacing portable computing devices.
    And then what is the margin for INTC when they gain market shared, while other divisions like desktops and laptops drop in sales. INTC could just maintain its revenue...

    Hopefully they can penetrace people in markets that have not adopted.

    I am invested in intc for its dividend, not so much for its growth these days...
    Aug 30 03:55 PM | 1 Like Like |Link to Comment
  • How Perception Impacts Investment Results: The Case For Apple And IBM [View article]
    ktkt86 is correct to question, you need to correct your article, you are listing intc right below your topic, and there is nothing reference for intc...
    Aug 20 09:52 PM | Likes Like |Link to Comment
  • Why You Should Be Happy That Intel Is At $22 Instead Of $36 And Pray For Lower Prices [View article]
    Intel is one of the few buys in the US market right now, or sit on cash and wait for fresh bond yields when the bernanke stops buying...

    http://amzn.to/170N7JU

    This beast can stream 1080 HD stream to TV, and sport a 5 to 7 hour battery life thanks to Haswell , Acer and others manufactures just have allow for the screen to rotate 360 degrees for full tablet convertibility.

    this type of product will carve a good marketshare. I own and ipad and a laptop, and this chip will change that game as fusing best of the two.

    NFL started piloting its streaming all its games this year using a directtv code with the purchase of a madden 25th game at $99.00 for xbox and ps3. Wanting to stream this in 1080 on one mobile hdmi plugin device.... I dont want 4 rokus, or 4 chromecasts plug into every tv, then hope the device supports the content I want.

    Intel needs to ensure highspeed competition in major markets, or Cox, Comcast, and AT&T and TIme Warner will raise high speed internet price crushing any purpose of said above.
    Aug 19 08:11 PM | 1 Like Like |Link to Comment
  • Intel: This Is Your Last Chance To Buy [View article]
    intel has been repurchasing for shares for years, they just did a large bond other for share buyback early this year, they also issue large quantities to their employees. The dividend is better to the outside investor, unless their buyback is greater.

    The root cause is the damn government selling out and taxing dividends at a higher rate then long term capital gains which is not fair to the investor... It should be the same.
    Aug 2 08:18 PM | Likes Like |Link to Comment
  • 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.
    Apr 13 12:05 AM | Likes Like |Link to Comment
  • 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.
    Apr 9 11:30 PM | Likes Like |Link to Comment
  • 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.
    Jan 31 11:19 AM | 1 Like Like |Link to Comment
  • 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.
    Jan 3 11:55 PM | 1 Like Like |Link to Comment
COMMENTS STATS
51 Comments
42 Likes