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  • Intel's (INTC) CEO Brian Krzanich on Q4 2015 Results - Earnings Call Transcript  [View article]
    @Ivote,

    When you can't even spell Intel's stock symbol correctly, I wonder how reliable your assessment of "the trend" can be.

    Are you able to put some facts on the table, which corroborate any of your claims?
    Jan 17, 2016. 08:04 AM | 1 Like Like |Link to Comment
  • Intel's Next Merger  [View article]
    @Bruce, It looks like I owe you an apology. And another one to many more commenters here than only JSG.

    This article, and more so the discussion you started, Bruce - thank you very much for doing that - turned up a lot of useful thoughts. I had not been able to imagine this when I wrote my earlier comment.

    Nevertheless, I still believe that the basic idea of speculating on M&A activities is a bad one, because I am convinced we as outsiders cannot possibly ever figure out what might be on the minds of the decision makers.
    Jan 6, 2016. 11:06 AM | 3 Likes Like |Link to Comment
  • Intel's Next Merger  [View article]
    @just some guy,
    Your comment appears to me as just about the only thing readable here. Thanks for sharing your thoughts.

    @Bruce, I was almost tempted to include your article also. But that would be unfair, since you did provide us with some worthwhile general considerations.

    But in general, I find it hard to see much sense in speculating on what thoughts might be going through the minds of the Intel people in charge of acquisitions. You can almost be certain that they have other items on their mind, IMHO.

    I am glad, though, that their former boss no longer works for Intel. I still remember his rather sheepish appearance at the press conference IFX gave, when they managed to unload Hermann Eul and his folks onto Intel. And I am still convinced that that particular acquisition was Intel's worst.
    Jan 4, 2016. 09:13 AM | 1 Like Like |Link to Comment
  • Intel: Guidance Revision Prior To December 12  [View article]
    Kevin,
    You and I can afford to not care, whether Intel announces an upwards revision shortly. We can even ignore Intel's precise sales, revenue and profit growth this year or next, knowing that the company faces a solid future for many decades to come.

    But Bruce unfortunately made a bet on Intel options; he is not an investor but a speculator. And speculators do have to care, especially when the expiration date of their options comes closer every day.

    @Bruce: I thorougly hope that Intel's stock price chart this year may become an incentive for you to start INVESTING in great companies in the future. Instead of just speculating on short-term price movements. To me your articles on Intel show good insight and understanding. I find it a pity that you lock yourself out from profiting from that, by limiting yourself to option plays.

    Good luck anyway, I would not mind at all if your wishful thinking played out this time as well.
    Dec 8, 2015. 05:05 AM | 3 Likes Like |Link to Comment
  • Intel Investor Meeting Part 2: The Right PC Strategy  [View article]
    could not agree more with your last statement, DoubleOhDividend
    Nov 24, 2015. 12:20 PM | 3 Likes Like |Link to Comment
  • Intel Investor Meeting Part 2: The Right PC Strategy  [View article]
    Thanks for your analysis, Mark. A lot of sharp observations in it, regarding Intel's past mistakes and other matters. I also agree with your conservative future expectations, even though I hope that Intel will do better.

    It's been a long time that I agreed with almost everything you wrote. I cannot comment on your judgenment of Win-10. But I can't understand, why you believe that Win-7 users won't upgrade to Skylake + W-10 eventually. So what, if Win-7 is still used by so many. If (Sk + W10) offer something better, and if it is only touch, there's an incentive for an upgrade, even if it does not happen tomorow.

    Do you care to expand on that Point a bit more?

    +
    Nov 24, 2015. 11:10 AM | 3 Likes Like |Link to Comment
  • Intel's 10nm Transition, And The Impact On Gross Margins  [View article]
    dealcorn, You hit the nail on the head!

    To assess an IC maker's true leadership position - fab technology wise - it is not enough to only measure where that company stands today. You also have to look into the future and estimate its ability to cope with the manufacturing problems that'll come along then.

    I do not possess sufficient understanding to judge, whether it will be the realm of interconnectivity mainly, where strongest impediments will come from in the future, or whether something else will matter more.

    Like etching capability for instance, as I suspect. Because Moore's Law progress will require that the vertical dimension contribute more and more, as lithography is contributing less, due to enormous cost and process complexity for working around the limitations of lithography.

    But be that as it may, dealcorn has reminded all of us that the key ability of a leading IC maker is really the SKILL SET he possesses, for developing appropriate solutions that may be required in the future.

    Regardless of where these solutions may be needed.

    That is where Intel shines better than anyone else! Bill Holt demonstrated that impressively with his whole talk. I am thinking of the various aspects he covered, explaining what could go wrong with ML progress. And of the foil he showed with countless solution paths in the pipeline.

    IMHO you don't remain a leader in the SC industry by coming up with a good process (or a great product) now and then; you have to be able to CONTINUE driving progress all the time. For that you must develop superior skill sets. And in order to do that, you must be keenly aware that the continuous innovation required for generating superior skill sets is the most essential element needed for "eternal" success here.

    Intel possesses such an awareness, because they LIVE + BREATHE Moore's Law. The ARE Moore's Law, that is why they will still be around when ML progress requires progress in Areas we cannot imagine today..

    Nov 21, 2015. 04:45 AM | 6 Likes Like |Link to Comment
  • GE To Deliver A Modest Christmas Gift To Its Investors This Year  [View article]
    I like to publish a comment in favor of the author, and one that raises some criticism with many negative commenters here, regardless of the subject, and regardless of whether an article on GE makes sense or not.

    Immelt bashing gets nobody nowhere! IMHO Jeff I. was exactly what GE needed, after that arrogant as...le Jack Welsh stepped down, thank God.

    And even though the author of this article apparently got a few facts wrong, I like the spirit of the article a lot. Thanks for cheering me up, Dividend Appreciator. IMHO understanding the big picture correctly more than compensates for a few minor errors.
    Nov 8, 2015. 10:36 AM | 4 Likes Like |Link to Comment
  • Intel IoT: Third Wave Of Computing  [View article]
    Bruce and Elisha,

    In my heart I wish Bruce were right. And maybe he is; I hope so.

    But I fear that you, Elisha, are closer to the truth. These guys in Santa Clara have not demonstrated to the world much more than their ability to throw boatloads of money at potential business opportunities. Hopefully some profits will follow as well, but we are far from certain of that right now.
    Nov 7, 2015. 10:15 AM | Likes Like |Link to Comment
  • Intel IoT: Third Wave Of Computing  [View article]
    Bruce and Elisha,

    In my heart I wish Bruce were right. And maybe he is; I hope so.

    But I fear that you, Elisha, are closer to the truth. These guys in Santa Clara have not demonstrated to the world much more than their ability to throw boatloads of money at potential business opportunities. Hopefully some profits will follow as well, but we are far from certain of that right now.

    As long as Intel has not
    Nov 7, 2015. 10:11 AM | Likes Like |Link to Comment
  • Intel IoT: Third Wave Of Computing  [View article]
    Sorry Bruce, my old eyes failed to catch them.

    I began watching their presentation, and I am learning more.
    Nov 7, 2015. 05:10 AM | Likes Like |Link to Comment
  • Intel IoT: Third Wave Of Computing  [View article]
    101,
    For long-term investors you are dealing with meaningless questions. For us rasanders' question is the only one that matters, and the question "how and when will all their IoT activities finally result in in meaningful additions to the bottom line?"
    Observing Intel, I know only one thing for sure: these IoT activities are costing boatloads of money. I hope of course that they will result in profits as well, eventually.
    Nov 7, 2015. 05:04 AM | Likes Like |Link to Comment
  • Intel IoT: Third Wave Of Computing  [View article]
    Thanks for your report, Bruce. I also appreciate your enthusiasm about Intel's possible role in IoT. It would be nice, if half of it or more turned into real extra business.

    Can you provide some links that allow us to dig deeper. I assume Intel's website contains some details.

    Thanks again. Ulrich
    Nov 6, 2015. 12:56 PM | 3 Likes Like |Link to Comment
  • Intel Is A Buy  [View article]
    @Michael,

    Thanks for an interesting article. I appreciate all the work you put into it, and I admire the approach you take, when estimating the future, really a long way out.

    Permit me just one question, however: when you consider how difficult it is to come up with a reasonable estimate of the company's supposed worth (or fair value), when in fact that exercise is impossible to carry out - considering how much the result depends on two variables impossible to pin down preceisely, (1) the discount rate to use, and (2) cash flow growth, would it not be a much better idea to estimate instead, what kind of returns an investor can expect from INTC, and to forget "fair value" completely?

    Preferably cpi-adjusted returns.

    IMHO, the whole concept of supposed fair values of companies is highly flawed, an on top of it, it is almost totally useless. Even if you could guess the parameters you'd need correctly, nobody can guarantee you that a stock will ever reach ist fair value. Because the market always prices a stock differently from ist FV anyway
    Oct 12, 2015. 04:07 PM | 2 Likes Like |Link to Comment
  • A 6.7% Non-Callable Yield From Bank Of America  [View article]
    @KeithX,

    I appreciate the information. Can you let me know how you found it? I like to check out WFC-L, to see whether it carries the same provision.

    BTW, I would care less about such "perpetual bonds" losing value, as my Intention at this time is income, mainly.
    Oct 11, 2015. 08:11 PM | Likes Like |Link to Comment
COMMENTS STATS
69 Comments
116 Likes