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GuyGuacomole

GuyGuacomole
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  • Caris has downgraded Intel (INTC) to Above Average from Buy, and lowered its target to $26 from $29. Weak PC growth is the firm's unsurprising reason. Intel is off just slightly premarket - following the stock's selloff and plenty of other critical analyst reports, not to mention Intel's warning, the Street is taking Caris' move in stride. [View news story]
    Pure gobbledygook! Not taking into account Windows 8 due 10/26 and Haswell coming first half of 2013.
    Sep 26, 2012. 10:38 AM | 2 Likes Like |Link to Comment
  • Intel: Buy The 9-Month Low? [View article]
    "dollars spent on tablets are dollars which are not spent on PCs"

    I am not sure that a tablet sold means a cpu not sold. Tablets have limited functionality. Again, the economy is the main factor in Intel's guidance cut. No secret that economy has slowed. ARMH has warned as well.

    My personal opinion right or wrong is that tablets are overdone. A few people that I know got caught up in the hype and bought a tablet and then seldom use it. Smartphones in my opinion could have more to do with inroads into computer sales. It is simply amazing the effect smartphones have on those that I am close too and am around. It's hard to get a word in edgewise between them and the phone. By george, the iPhone is even a flashlight! Wow! I am a long time Intel investor and looking forward to what they come up with in the next few years. I see profitable opportunity.
    Sep 20, 2012. 03:02 PM | 1 Like Like |Link to Comment
  • Intel: Buy The 9-Month Low? [View article]
    “While there is little doubt the tablet market has taken a permanent bite out of PC sales “

    I don't think that is a given and it is too early to conclude that tablets will annihilate computers. Meg Whitman said last quarter “Make no mistake about it, the consumer tablet market today is an Apple market” The world economy has slowed as well and no doubt it has hurt computer sales. And it appears that it is also effecting ARM sales.

    PC market is in transition which certainly likewise has an effect on sales anticipating Windows 8 that is due soon with hybrids and thin laptops. Until that happens it is too early to write the PC and crown tablets a winner. Logic is that hybrids will further dilute tablet market share. We shall see. If you are an investor today it is up to flip your coin.

    The smartphone market however is a raging fire and Intel certainly has an opportunity to enter it and be profitable. ARM has had the market to itself but now it faces competition.
    Sep 20, 2012. 11:30 AM | 1 Like Like |Link to Comment
  • Intel Is Terrified Of ARM [View article]
    "They no longer sell it"
    They don't? Maybe you mistaken. Why don't you call one of the 31 locations where they say you can buy one and ask about hotcakes flying off shelves?

    http://xolo.in
    Sep 18, 2012. 01:56 PM | Likes Like |Link to Comment
  • Intel Is Terrified Of ARM [View article]
    Have I used McAfee? Yes, have you used Norton?
    Sep 18, 2012. 07:33 AM | Likes Like |Link to Comment
  • Intel Is Terrified Of ARM [View article]
    "McAfee was and still remains a curse word in the world of security software.'

    How should I consider this statement? Objective, subjective or slanderous?
    Sep 17, 2012. 03:12 PM | Likes Like |Link to Comment
  • Intel Is Terrified Of ARM [View article]
    "Dude , Apple sources with Samsung. In case you didn't notice, tablets & phones and other consumer devices ARE NOT racing to Intel."

    Not only that but have you also noticed that Apple is outsourcing Samsung cash, what, $ 1.05 billion worth from Patent damages, that is "innovators enema"? Cool! With you Dude!
    Sep 17, 2012. 11:32 AM | Likes Like |Link to Comment
  • Did Intel Just Stumble, Or Is It Something Worse? [View article]
    Intel says the O3 revenue slip is caused by a world wide economic slowdown and ARMH too has warned. No guarantee that Apple will not feel the slowdown as well as a turn down in the economy will effect everyone. Intel in the past has used a economic slowdown to continue spending on R & D and capital investment in an effort to further their technology lead.

    I don't think Intel admits that smartphones or tablets are a problem and points to Windows 8 that will inspire new innovations with touch, convertibles, screens that pop off, new experimental form factors. Certainly will make the laptop world interesting. Otellini said in a recent PC World interview that on sales so far this year“Ultrabook sales are right on target from what we expected” and “ still on track to meet the goals that we set out publicly” in the fourth quarter. So we will see. Next year Haswell and Merrifield. 14nm 2014.Frankly I think it looks pretty good.
    Sep 10, 2012. 03:41 PM | 3 Likes Like |Link to Comment
  • Why Advanced Micro Devices Has Valuation Upside To $10 Per Share [View article]
    " but one direction, UP UP UP"

    But now it is Down Down Down! Whatever happens to AMD hasn't anything to do with the market keeping it a float. AMD will have to earn its way. The new kid on the block is ARM so Intel has enough competition for everyone in the market to be happy. The latest is AMD needs operating cash because their fortunes or the lack thereof have soured and is floating junk bonds to get it! Wow! Remember Hector and all the billions cash he got with a wink of the eye?
    Aug 6, 2012. 03:10 PM | Likes Like |Link to Comment
  • Intel: A Pretty Rockin' Stock You Should Buy Right Now [View article]
    “Intel's revenue was $12.9 billion, which was flat compared to the $12.85 billion revenue of a year ago. Revenue for the PC client group, which sells PC, tablet and smartphone microprocessors, fell to $8.45 billion from $8.62 billion. Revenue for the Data Center Group, which sells server equipment, was $2.45 billion, flat compared to the $2.46 billion a year ago."

    Well you could be right but we may have to wait and see how the quarter plays out. PC Client Group was impacted by the harddrrive shortage and Intel was in the middle of a product upgrade that included both Ivy Bridge and Romley.

    “You are missing the important fact that Intel's process and manufacturing technology is overkill and way too expensive for Mobile Web applications. There ignores the additional power consumption problem which may or may not be addressed in future Atom processors.”

    Where do you get that Intel process and manufacturing is overkill. Right now it is killing the competition. “Ignores the additional power consumption problem which may or may not be addressed in future” Which is it? May or may not? I bet on May!

    “The CISC vs. RISC wars are back and my bet is that RISC will win in the Mobile Web device world.”

    Back then lots of people saw absolutely no risk in betting on RISC and lost! I remember too well the two page spread ad in the Wall Street Journal way back then and my goodness the Power PC could do it all even could cook your supper and clean the dishes. The problem though it couldn't even burn toast!

    “Their penetration in the mobile handset and tablet is very small and is destined to stay that way”.

    You're on!

    As far as I am concerned the biggest concern is none of the above but rather a European imposed economic penalty on the rest of the world which could of course have disastrous effects on everyone. Intel has not changed guidance for this quarter however.
    Jul 9, 2012. 04:41 PM | 1 Like Like |Link to Comment
  • Ultrabook makers are reportedly struggling to reach the sub-$799 prices sought by Intel (INTC) by Q3, due to the high cost of components such as processors and solid-state drives. It has also been reported ultrabook makers are facing a metal chassis shortage, thanks to Apple's hoarding of supplies. Demand for the MacBook Air-like ultrabooks has underwhelmed thus far, and Intel is counting on lower prices and Windows 8's arrival to stoke demand.  [View news story]
    "I don't need no stinking book - who has time to read. I need a chip that can be implanted in my brain"
    No time to read but a chip in the brain would make you have to think, I think! I don't need no stinking think!
    Jul 2, 2012. 07:20 AM | Likes Like |Link to Comment
  • Why Overvalued Intel Will Correct In 2012 [View article]

    Global slowdown is a major problem for everyone on the planet?
    Dec 27, 2011. 09:56 AM | Likes Like |Link to Comment
  • Advanced Micro Devices CEO Discusses Q3 2010 Results - Earnings Call Transcript [View article]
    Why no AMD Q410 conference call transcript available?
    Jan 21, 2011. 10:09 AM | Likes Like |Link to Comment
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