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  • Consumer Electronics Show Reveals The Truth About Intel [View article]
    Intel continues to innovate on all levels to insure its place as number one chipset maker for mobile and notebook style computing. My feeling is that tablet sales will slow as the initial market penetration is achieved. Much of the tablet purchasing is quite possible as a bridge to new technology which has allowed the user to defer on more expensive computer upgrades. The short term future must be an increase in sales of laptops, notebooks, desktops and servers as the consumer now sees innovation transferred to these areas of hardware and where the user will find the mobile phone and many tablets deficient. Consequently Intels share price should reflect this.
    Feb 7, 2013. 01:05 PM | 3 Likes Like |Link to Comment
  • 3 Dividend Tech Stocks For Long-Term Gains [View article]
    Note CA tech has a capitalisation of approximately 1/10th of Intel and Reuters analysts currently have CA tech almost a hold with Intel faring a little better, so with Intel currently spending high on IP CA Tech in my opinion carries greater risk of a more prolonged downside - Shares currently charting at $25.03 ( Dec 2012 approx $21.00 ) whereas Intel has probably experienced that correction already. charting currently at $21.25 ( Dec 2012 approx $20). ie Possibly CA tech has seen its upside over the last two months and maybe Intel is yet to gain share price appreciation in the shorter term. As for Corning its gorrilla glass may give the company some protection against its numerous competitors from Asahi to 3M but probably all major glass manufacturers are potentially as capable of producing a high quality scratch resistant glass for mobile phone technology and most users purchase a glass protector anyway. In my estimation comparing Intel with these two other stock plays is seriously flawed as to investment quality. Perhaps the gains are there but the risk on your investment may be disproportionate.
    Feb 6, 2013. 05:10 AM | Likes Like |Link to Comment
  • Intel's Low Cost Game Changer [View article]
    My view on this is that INTEL is an innovator without any doubt with new architecture to challenge the Ultrabook market with direct competitors to Apples Airbook, faster speeds and lower power consumption and that technology is as you say becomming available to mobile phone manufacturers also. But the company covers its bases also by not ignoring the lower end of the market. And in a parallel to Moore's Law with semiconductors todays leading edge technology becomes the norm medium edge technology of the future pretty quick. This is why the innovators will always succeed rather than the followers in the semiconductor market. So the top end does matter and Intel amongst others does it well and savvy investors should look to the future for their hoped for returns in a similar manner. Arm may suffer with its over reliance on third parties to take its IP and put it into practise. Intel in my view has a more" turnkey for industry approach," controlling the research down to the end product chipset. Intel thereby achieves vertical integration and preserves its IP in the process
    Feb 5, 2013. 04:16 PM | 1 Like Like |Link to Comment
  • 3 Dividend Paying Tech Giants That Haven't Budged In A Decade [View article]
    You chose three Market leading heavy weights and then expect them to have come through the global meltdown more or less unscathed let alone the tech wreck. Looking back is easy and the picture does not predict the future in simple terms. It is the more recent times and the list of casualties that are weighing on share prices in general. Market sentiment is a paradigm shift different now post global correction. Intel Microsoft and Cisco like others have currently lowered share prices but as the US and global markets rebound it is my opinion that these stocks will be amongst the winners. Many shareholders have experienced the losers, and if you wish to take a punt on stocks with higher returns, most have much higher associated risk. Without hindsight can you confidently pick the exceptional winners today, probably not. Price volatility is evident at present in the market but the longer term play will reveal some rationalisation with Microsoft and Intel especially giving good future returns and share price appreciation in my opinion. So acquire these market leader tech stocks and also, diversify with energy stocks in particular and be patient.
    Jan 31, 2013. 06:51 PM | Likes Like |Link to Comment
  • Why Intel Is So Tough To Own [View article]
    Hey at present ARM takes royalties for those using its chip architecture, meaning it is relatively passive in the market place relying on ongoing demand without the ability or revenue backed R&D to actively influence its end user manufacturers.
    Intel is much more proactive designing for the future so that suppliers of end product will require their technology and end based solutions just to compete in the future. (This level of R&D needs much more investment than what ARM is capable of and ARM may find itself looking like AMD a couple of years down the track. Intel is there for the longer play not just what has evolved to the present which is why INTEL is so tough as a competitor, for a large company suprisingly agile & market focussed. What is now for ARM may be substantially less in a years time!
    Jan 27, 2013. 04:41 AM | 1 Like Like |Link to Comment
  • What Is Wrong With Intel? [View article]
    In my estimation your articles tender analysis based on current trends and have the insight of a bean counter.
    Innovation is the key to future market space and revenue and Intel wisely protect their interlectual property (IP) by ensuring their innovation stays with the company and is not farmed out to Chinese or other manufacturers where the recognition of patent is pretty much ignored. So if we wish to pick winners past the current and perhaps future years performance what is more important to the medium term investor? A " what is wrong with Intel evaluation " based on a years revalued projections of company earnings, which is already old news and probably already factored in to the current shareprice long before seeking alphas "scholarly" analysis or a longer term view of who will have market share and higher margins in the years ahead by investing in sophisticated technology, and hanging on to that technology rather than choosing cheap, low cost manufacturing options,( with perhaps some initial bottom line returns but then allowing a plethora of generic manufacturers to emerge in countries that ignore patents and erode IP value?)
    So Seeking Alpha, a great but myopic analysis of an exceptional market leading company where I would put my faith in the company executives of Intel for future market performance over an analysis of stock sheet short term trivia. Overstating short term market performance by say 10% and having to post corrections from time to time in the cureent environment, is not a systemic indicator or future earnings for innovative companies. Not compared to Apple's loss of anticipated I-Phone sales for example, where me too manufacturers are fast occupying the I Phone sales environment, and Foxcon with its 1.5 Million employees paying US$70 per week on average probably isn't the long term solution for Apple trying to hold on to their IP!!
    Jan 21, 2013. 10:14 AM | Likes Like |Link to Comment
  • Intel: The No-Nonsense Reason It's Down [View article]
    Ashraf, Great article if you want to eat humble pie. Intel will be the stayer without any doubt its R&D is hugely ahead in the semiconductor industry eg with Intel Xeon Phi Copressors in the 22nm environment the Atom processor etc etc . If you want to invest on the strength of a Phone market alone and maybe a short term tablet advantage go for it. If you wish to invest in the entire ecosysytem of Servers PC's Laptops tablets and Phones and high end military research parrallel computing I would adjust your myopia Intel has been looking at the more distant horizon for some time I think.
    Nov 15, 2012. 05:49 AM | 2 Likes Like |Link to Comment
  • The PC industry could lose 50M-100M units in annual sales by 2015 thanks largely to the impact of mobile devices, argues Barclays in a depressing report. Barclays, which is cutting estimates for Dell (DELL) and H-P (HPQ), forecasts PC sales will fall another 4% next year to 338M, and total just 311.5M in 2015. On the other hand, it expects tablet sales to reach 182M next year and 300M in 2016. Longbow is also downbeat, claiming checks indicate notebook orders are being cancelled; ultrabook demand is soft, and Intel and AMD are cutting prices. [View news story]
    Tablets are mostly the new play toy, predominantly internet search and music etc ie just a bigger smart phone.
    They are not productivity devices generally yet. The laptop will meet both demands soon, as prices come down and architecture is refined. Tablets may be gone as such in a few years, new software development for the new generation of laptops will be all too enticing and following twitter and facebook etc will not satisfy the user sufficiently to continue with the tablet alone
    Nov 13, 2012. 05:55 AM | 2 Likes Like |Link to Comment
  • Apple Has Peaked: The Warning Signs Are Multiplying [View article]
    If I had Apple stock it would be sold by now. Take the money on the table while it is there. Sure continue to buy Apple products but realize that especially in the smart phone and tablet market there now exist significant competitors that weren't there a few years ago. Apple will have to continue to lower their margins to stay up with the play and with an exceptionally high priced stock, the wary will not risk a significant downward correction in valuation as sentiment shifts. Great products, huge premium in share price.
    Oct 30, 2012. 04:20 AM | 1 Like Like |Link to Comment
  • Why Intel's Downside Is Limited [View article]
    Intel is a technology leader in processor output, specs and R&D . AMD will be left behind in PC architecture as Intel has the competitive advantage.
    When tablet hype diminishes and notebook and laptop replenishment become the norm the underlying value in Intel will become evident. Apple may also move away from Samsung as a processor supplier as Samsung is really its smartphone competitor and Intel may well end up the supplier for Apple's macbooks and PCs
    Oct 29, 2012. 04:30 AM | Likes Like |Link to Comment