Intel Corp (INTC)

[winston]

Not vested. Dont know enough about INTC and their business.

One of the Fast Traders was saying that it's not a big deal that INTC is a Leader in it's industry, if no one is buying their products anymore. The sales are now in tablets not pc or lap-top or netbook ..

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Intel beat expectations for the Dec ’10 quarter and provided a better than expected outlook for the next quarter with sales expected to be in the range of $11.1bln-11.9bln versus expectations of $10.7bln.

Chip equipment stocks were buoyed by Intel raising its capex budget from $5.2bln in 2010 to $8.7-9.3bln in 2011.

The better than expected demand was coming from businesses.


Source: Lim & Tan

[iam802]

Here's what I can gather.

1. Server sales is strong (in other words, corporates buy Intel based hardware)

2. PC sales is flat (needless to say..this is a matured market)

3. The challenge and growth is at the mobile device space (the growth area).
Most mobile devices out there are not using Intel based chips; they are using 'ARM' chips.

'ARM' has an ecosystem that allows manufacturers and designers to add-on to the 'core' chip.. which provides flexibility when you need to push out various different devices (it could be a set-top box, a handphone, a tablet etc). And Intel's old model of 'I build everything and shove it down to you' doesn't work well in this space.

Microsoft (MSFT) recently announce that they will also make its new OS for the ARM chips (which means there is no more exclusivity with Intel).

[winston]

Technology bellwether Intel Corp <INTC.O> closed flat at $21.07 after cutting its first-quarter revenue forecast by $300 million due to costs for correcting a design flaw in one of its chips.

Source: Reuters

[winston]

TOL:-

Just two weeks ago, they were telling you that everything is great. Now, they tell you there's a design flaw on their chip.

Did they know these problems 2 weeks ago when they were telling you how great things were ?

[winston]

IF EVERY STOCK COULD BE LIKE THIS ONE…

One of DailyWealth's favorite stocks is nearing another upside breakout…

Longtime readers know we view Intel as one of the safest, best ways to invest in the increased "computerization" of the world. It's the world's largest and most dominant maker of semiconductors… the tiny "engines" that power computers.

It boasts huge market share, fat profit margins, and spends billions on developing new products. Intel is no hypergrowth stock… It's more of a steady, dividend-paying "tech infrastructure" blue chip these days.

In early 2009, we pointed out how Intel's bullish price action was a sign things were getting "less bad" for the economy. After doing a great job of "acting well," Intel shares jumped from $14 to $22. The stock then took a breather and has traded sideways for the past year.

As you can see from the right side of today's chart, Intel is putting together a series of "higher highs and higher lows" to approach the $22 per share level. The stock is cheap, throws off a solid and growing dividend, and is ready to break out. If every stock could be like Intel, the investor's job would be much easier. But there aren't many "Intels"… which is also part of the fun.

Source: Daily Wealth

[winston]

Not vested

Intel backs off PC market outlook, shares slide by Noel Randewich

SAN FRANCISCO (Reuters) - Intel Corp trimmed its forecast for 2011 personal computer unit sales, warning of softness in mature markets and sending its shares down more than 1 percent even as its revenue outlook beat estimates.

The top maker of microprocessors for PCs now expects 8 to 10 percent growth in unit shipments of computers this year, down from the low double-digits it had stuck to earlier in defiance of fears that market momentum was decelerating.

Intel's processors are used in 80 percent of the world's PCs, but mobile devices from Apple Inc's iPad to Google Inc Android smartphones are eating into laptop sales and Intel is struggling to gain a foothold in the fast-expanding mobile market.

Its Atom division, which caters to a mobile computing market, saw revenue slide 15 percent to $352 million.

"The mature market consumer segment is still soft, but the emerging-market consumer segment is healthy and growing," CEO Paul Otellini told analysts on a conference call.

The Santa Clara, California expects average selling prices for its chips to increase as families in China and other emerging markets that buying their first ever-computers choose fairly high-quality PCs that are built to last.

Intel's upbeat results followed positive quarterly earnings from Apple and International Business Machines Corp earlier this week.

But doubts about high U.S. unemployment, the risk of a European financial crisis, climbing inventories and sluggish PC sales weighed on sentiment -- and share prices -- of Intel and other chip makers.

Analysts on average had expected Intel's revenue to rise to $13.5 billion in the current quarter, according to Thomson Reuters I/B/E/S, less than normal growth for this time of year.

Revenue in the June quarter was $13.1 billion, up 22 percent over the year-ago period and above the $12.8 billion expected by analysts, according to Thomson Reuters I/B/E/S.

Non-GAAP net income in the quarter was $3.2 billion, up 10 percent. Non-GAAP earnings per share were 59 cents, beating expectations of 51 cents.

Source: Reuters US Online Report Top News

http://www.newsmeat.com/news/meat.php?a ... &buid=3281

[winston]

not vested

INTEL DEMONSTRATES TIMELESS INVESTMENT WISDOM

Good things happen when you buy great businesses on the cheap. That's the idea behind today's chart.

Regular readers know our colleague Dan Ferris has labeled semiconductor giant Intel as one of his "World Dominating Dividend Growers." These are the blue-chip companies that dominate their industries, carry little to no debt, sport big profit margins, and treat shareholders well with large and growing dividends.

As we've shown you over and over, these types of stocks can "sail" through market panics, like the one we saw in August.

More than a year ago, we noted Intel's big cash pile was disguising a "crazy cheap" stock. And just yesterday, we saw that good things tend to happen when you buy a great business like Intel at "crazy cheap" prices.

Intel reported excellent quarterly results and announced plans to return a huge amount of money to shareholders.

As you can see from the chart below, the market liked what it heard. Intel surged 4% (a huge move for a big blue chip) and broke out to a new 52-week high. We state again: Good things happen when you buy great businesses on the cheap.


Source: Daily Wealth

[winston]

not vested

Intel Corp <INTC.O> is working with suppliers and manufacturers to lower the cost of its new ultrabook slim PCs and expects them to account for 40 percent of the consumer PC market by the end of next year.

Source: Reuters

[winston]

Intel (INTC) Golden Cross Imminent

Intel (INTC) has been on a tear lately, enough so that it's about to experience a "golden cross," which occurs when a stock's 50-day moving average crosses above its 200-day moving average while both moving averages are rising.

A six-month chart of Intel is shown below with both its 50-day and 200-day moving average included.

The golden cross is supposed to be a positive technical formation, but it seems like it gets talked about much more often than it turns out to be right.

At any rate, below we highlight all of the golden crosses that Intel has experienced since 1985.

As shown, Intel has had 12 golden crosses over the last 26 years, with the last occurring on May 10th, 2007.

For Intel at least, the golden cross has worked out pretty well.

While its average change in the week after its prior 12 golden crosses has been -0.10% (median +0.48%), it has averaged a gain of 3.02% over the next month and 8.34% over the next three months, with positive returns occurring two-thirds of the time.

http://www.bespokeinvest.com/thinkbig/2 ... inent.html

[winston]

Warren Buffett also bought some INTC.

Hmmm.... wandering out of his circle of competence ? First, IBM and now, INTC.