I am very appreciative of your work Ashraf. INTC is my largest holding and I was oh so ready to bail. I held on primarily due to the arguments that you and Russ have made. Will prolly take some off the table as I am not a macho bull like you - but the run up I have enjoyed is a hat tip to you my friend.
Intel, Micron And Apple: The Memory Thing [View article]
Thanks for a great read Russ. I really enjoy your stuff because it delves into the details of the business drivers rather than just running screens or spewing out financial ratios. Keep up the great work - you really are a valuable SA contributor.
10 Good-Yielding Dividend Stocks To Beat The Market [View article]
I enjoyed your article - thank you. QQ - when you did the back test did it assume when the stocks did not meet your screen that they were sold at that particular time and the losses charged against the performance?
I agree with many of your takes Jeach - but I think you have to realize that this company is in the middle of a huge capital investment to re-position the company for the future, and so there is room for the optimistic viewpoint, especially if you have a detailed appreciation for the new products that are driving their future. I am going to be patient with INTC and see what comes out of this turmoil.
Interesting take - and I am optimistic by nature - but INTC beats me down. They are down 28% or so from their highs during a historic record run up of the DOW. The market was so pessimistic on them - so I do not think that delivering to these deflated estimates is a huge accomplishment.
However - I was impressed that their sales were down around 3% while PC units tanked in double digits. I will be holding on to see if they hit their current 2nd half estimates as they stand right now. If they lower guidance or miss - think I will call it a day with this one.
Intel (INTC): Q1 EPS of $0.40 misses by $0.01. Revenue of $12.58B (-2.5% Y/Y) misses by $30M. Expects Q2 revenue of $12.4B-$13.4B vs. $12.9B consensus. Expects "low single-digit" 2013 revenue growth, unchanged from prior guidance and compares with 0.7% consensus. Lowers 2013 capex guidance range by $1B to $11.5B-$12.5B. Shares +2.1% AH. CC at 5PM ET (webcast). (PR) [View news story]
Well I guess this is how it ends for Mr. Otellini - not with a bang but a whimper. Dedicated guy - hope he really enjoys his retirement.
Intel (INTC): Q1 EPS of $0.40 misses by $0.01. Revenue of $12.58B (-2.5% Y/Y) misses by $30M. Expects Q2 revenue of $12.4B-$13.4B vs. $12.9B consensus. Expects "low single-digit" 2013 revenue growth, unchanged from prior guidance and compares with 0.7% consensus. Lowers 2013 capex guidance range by $1B to $11.5B-$12.5B. Shares +2.1% AH. CC at 5PM ET (webcast). (PR) [View news story]
Can't argue with you - am long INTC and generally am a disappointed and frustrated shareholder. The glimmer of hope I see is that PC sales were down horribly and INTC revenues were down only in low single digits. The day, if it comes, when PC sales drop and INTC revenue goes up - it should be a catalyst for a nice run up.
Intel (INTC): Q1 EPS of $0.40 misses by $0.01. Revenue of $12.58B (-2.5% Y/Y) misses by $30M. Expects Q2 revenue of $12.4B-$13.4B vs. $12.9B consensus. Expects "low single-digit" 2013 revenue growth, unchanged from prior guidance and compares with 0.7% consensus. Lowers 2013 capex guidance range by $1B to $11.5B-$12.5B. Shares +2.1% AH. CC at 5PM ET (webcast). (PR) [View news story]
Surprised to see the AH jump - INTC negativity really baked in. Cmon market - its not liked they wouldn't have warned if they had a train wreck.
Intel: Earnings Call, Intel Tell Us About The Plan [View article]
Thank you for the additional facts. Could I ask for some more of your thoughts on some ignorant questions?:
1. You implied that the LTE multi node would put INTC on a level playing field - but your reply above seems to indicate it would do much more than that.
2. Does this imply that the multinode is further away than a few months?
3. What would be your projection as to which quarter we would see a palpable increase in INTC mobile market share?
Intel: Earnings Call, Intel Tell Us About The Plan [View article]
Very interesting read Russ thanks. Just incredible, incredible facts on the INTC capacity and capability. I guess it just is a matter of time before we find out if it is tremendous growth opportunity or tremendous stupidity. Probably my biggest fear is INTC assessment of the mobile opportunities. Just because you are on a level playing field - and caught up on the technology - doesn't guarantee profitable growth. Are you a "me too"? Or do you provide a compelling solution?
Intel's Manufacturing Advantage Is Bigger Than You Think [View article]
You are missing the forest because there are a few pretty trees. The market is screaming at you - there are lots of smart people following the stock. They will have to stop the bleeding before they make a move. Looks to me like they are well over a year out from stopping the bleeding.
Intel: The Bears Are Out Of Ammo [View article]
Intel, Micron And Apple: The Memory Thing [View article]
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Intel Should Be Trading At $37 [View article]
Intel: The Empire Strikes Back [View article]
Intel: The Empire Strikes Back [View article]
Intel Should Be Trading At $37 [View article]
Intel: The Empire Strikes Back [View article]
However - I was impressed that their sales were down around 3% while PC units tanked in double digits. I will be holding on to see if they hit their current 2nd half estimates as they stand right now. If they lower guidance or miss - think I will call it a day with this one.
Intel (INTC): Q1 EPS of $0.40 misses by $0.01. Revenue of $12.58B (-2.5% Y/Y) misses by $30M. Expects Q2 revenue of $12.4B-$13.4B vs. $12.9B consensus. Expects "low single-digit" 2013 revenue growth, unchanged from prior guidance and compares with 0.7% consensus. Lowers 2013 capex guidance range by $1B to $11.5B-$12.5B. Shares +2.1% AH. CC at 5PM ET (webcast). (PR) [View news story]
Intel (INTC): Q1 EPS of $0.40 misses by $0.01. Revenue of $12.58B (-2.5% Y/Y) misses by $30M. Expects Q2 revenue of $12.4B-$13.4B vs. $12.9B consensus. Expects "low single-digit" 2013 revenue growth, unchanged from prior guidance and compares with 0.7% consensus. Lowers 2013 capex guidance range by $1B to $11.5B-$12.5B. Shares +2.1% AH. CC at 5PM ET (webcast). (PR) [View news story]
Intel (INTC): Q1 EPS of $0.40 misses by $0.01. Revenue of $12.58B (-2.5% Y/Y) misses by $30M. Expects Q2 revenue of $12.4B-$13.4B vs. $12.9B consensus. Expects "low single-digit" 2013 revenue growth, unchanged from prior guidance and compares with 0.7% consensus. Lowers 2013 capex guidance range by $1B to $11.5B-$12.5B. Shares +2.1% AH. CC at 5PM ET (webcast). (PR) [View news story]
Intel: Earnings Call, Intel Tell Us About The Plan [View article]
Intel: Earnings Call, Intel Tell Us About The Plan [View article]
1. You implied that the LTE multi node would put INTC on a level playing field - but your reply above seems to indicate it would do much more than that.
2. Does this imply that the multinode is further away than a few months?
3. What would be your projection as to which quarter we would see a palpable increase in INTC mobile market share?
Intel: Earnings Call, Intel Tell Us About The Plan [View article]
Intel's Manufacturing Advantage Is Bigger Than You Think [View article]