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Rose_Colored_Glasses

Rose_Colored_Glasses
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  • Intel, Micron unveil "breakthrough" 3D XPoint memory tech; shares higher [View news story]
    Maybe I am just naïve - but I really think they could not announce earlier just due to testing results, and solidifying the data. It would be at least borderline manipulative to withhold solid positive news to get a good buyback price. Most companies worth their weight in salt program their buybacks specifically to avoid the appearance of manipulation.
    Jul 28, 2015. 02:01 PM | 3 Likes Like |Link to Comment
  • McDonald's (MCD) CEO Steve Easterbrook on Q2 2015 Results - Earnings Call Transcript [View article]
    Congrats and continued blessings Limed
    Jul 23, 2015. 07:28 PM | 1 Like Like |Link to Comment
  • Free Cash Flow Struggles Continue At ConocoPhillips [View article]
    Barking up the wrong tree on skepticism on the leadership commitment to the divvy. Of all my stocks - this leadership team is the best on my personal metric - "saying what we will do and doing what we say". It is a simple, but important metric. Go back and look how the divvy was handled from the great recession through the PSX spinoff - will tell you all you need to know.
    Jul 23, 2015. 03:22 PM | 5 Likes Like |Link to Comment
  • How The Intel Acquisition Of Altera Affects Taiwan Semiconductor [View article]
    Not only is the $INTC price depressed but so is this shareholder. Boom down like 20+% in like a month or 2.

    Am I the only one looking for the results from the ballyhooed product road map that Bryan K put his rep on the line with?
    Jul 22, 2015. 05:14 PM | 2 Likes Like |Link to Comment
  • McDonald's: Franchisees Feeling 'Doomed' [View article]
    You might be petrified - but you would be a petrified millionaire.
    Jul 22, 2015. 03:02 PM | 1 Like Like |Link to Comment
  • Intel/Micron: 3D NAND And SSDs About To Explode [View article]
    Really appreciated the article - found it interesting enough to stick with INTC through another drop.
    Jul 21, 2015. 06:40 PM | Likes Like |Link to Comment
  • McDonald's: Franchisees Feeling 'Doomed' [View article]
    What a bunch whiney wooses. All of my wife's side of the family are MCD families. Have owned franchises for years. They make up to $1 Million per store per year - cry me a river.
    Jul 21, 2015. 04:35 PM | 4 Likes Like |Link to Comment
  • Intel: Operational Efficiency Key To Profitability [View article]
    Really see there problems more on the top line and the failure to add results when they purchase companies. Having margins at 61.5% + is an absolute dream scenario and I will guess that most of the issues on the minor dip are related to a new mix when they had to sell cheaper chips (say that 10 times real fast).

    Putting it simpler - when INTC increases sales 10% 61.5% falls to the bottom line if they cut expenses 10% they add 3% to the bottom line. Top line problem.
    Jul 21, 2015. 04:06 PM | Likes Like |Link to Comment
  • Intel Now In Wait And See Mode [View instapost]
    I am puzzled by the reaction of the investment community and Mr. Market. I thought it was a helluva quarter when you consider the macroeconomic issues. And people treating a tax advantage like it is a "paper gain" - that is real Benjamins.

    I just think this company will be the last person standing in computing - should be closer to $40 than $30 and I have trouble moving off my long stance on this one - continually.

    I do think the whackings were likely very well targeted - the one criticism I have with $INTC is how effectively do they use their ample cash assets? Should they have been able to position themselves a little better to handle PC market drops? Should they have more than 2 areas that make money? I think they have missed the boat in these areas. I remember I left ETN and then returned 3 years later. They had anticipated the Automotive troubles and in those 3 years transformed from an Automotive company - to where they were 10% automotive and all automotive products were >50% margin. Strategic planning done right.
    Jul 20, 2015. 03:56 PM | 1 Like Like |Link to Comment
  • Intel Has Become The BlackBerry Of Semiconductors [View article]
    Good point Ernie - thanks for the pushback.
    Jul 16, 2015. 06:08 PM | 1 Like Like |Link to Comment
  • Intel Has Become The BlackBerry Of Semiconductors [View article]
    I just cant see how you cant be impressed by $.55 EPS and like 63% margin by $INTC during a PC decline that devastated their competitors. It is clear that INTC will be the "last man standing" in computing - and will be there for the next big thing. I just don't see how this stock doesn't hit $40 at some time.

    They do have to clean up the M&A side of stuff - with their cash generating machine they should be able to position themselves to get a little more separation from the PC market
    Jul 16, 2015. 11:41 AM | 13 Likes Like |Link to Comment
  • Intel Corporation: Buy After Earnings [View article]
    Just keeping it simple - with $INTC at $.55 per share - in its weakest quarter, with this level of PC decline, this stock should be at $40 - no doubt. I will stay long on this one. It is just plain and simple tethered by nervous nellies.
    Jul 16, 2015. 10:53 AM | Likes Like |Link to Comment
  • Intel: Preparing For Bad News [View article]
    I have a mfg business that sells in a year what Intel sells in a minute or two. I know the sales of the day by 8 pm at night. I have always wondered, why does a company like INTC just let people swing, they know their Q2 sales within a $1K by the morning of July 1. They would know the impact of Q2 weakness half way through May.
    Jul 14, 2015. 01:43 PM | 2 Likes Like |Link to Comment
  • Intel: Preparing For Bad News [View article]
    I think the most disappointing thing for me as an INTC shareholder is that they have not been to separate themselves a little more from the PC market. It is a good business, they are so dominant - but to me that McAfee deal took a lot of the steam out of their sails (sales). They had some tremendous cash reserves - enough to leverage and redefine who they really want to be - but I think they fell short on that. Does Altera change my perception - not sure.
    Jul 13, 2015. 01:49 PM | 3 Likes Like |Link to Comment
  • Possible Scenarios For Greece [View article]
    I would just kick them out and get it over with. Let em swing. Print some Euros to buffer the loser creditors - and move on.
    Jul 12, 2015. 05:38 PM | Likes Like |Link to Comment
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