Intel Corp (INTC)

Re: Intel Corp (INTC)

Postby winston » Fri Jan 05, 2018 7:36 am

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Intel's CEO reportedly sold shares after the company already knew about massive security flaws

Intel CEO Brian Krzanich sold off a large chunk of his stake in the company, after the chipmaker was made aware of serious security flaws, according to multiple reports

An SEC filing last November showed Krzanich sold off about 644,000 shares by exercising his options and another roughly 245,700 shares he already owned

That reduced Krzanich's total number of shares to 250,000, which is the bare minimum that an Intel CEO should own, according to The Motley Fool

by Saheli Roy Choudhury

Multiple outlets, however, have reported that Intel and other chip makers were notified of the security vulnerabilities in June.

Krzanich sold the shares in November, 2017.


Source: CNBC

https://www.cnbc.com/2018/01/04/intel-c ... flaws.html
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Re: Intel Corp (INTC)

Postby winston » Sat Jan 06, 2018 2:41 pm

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Intel Stock: Is Security Report an Opportunity?

By: Christian Tharp, CMT

Bernstein analyst Stacy Rasgon compared the latest security flaw with the Pentium FDIV bug from 1994 and the $700 million charge for the Cougar Point chipset problem in 2011.

The analyst believes that the current problem is “much bigger” that the previous two incidents. Rasgon has a price target of $34 for Intel stock.


Intel recently beat top and bottom line estimates for the third quarter. The company’s data center and memory chips business is thriving.

Intel has successfully depleted its dependence on the PC industry. Over 45% of the total revenue is now coming from the data center industry.

Intel is also cutting its expenses. In the third quarter, Intel’s SG&A was about 280 basis points less than a year ago.


Source: Tech Stock Sensei

http://techstocksensei.com/2018/01/inte ... aw-report/
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Re: Intel Corp (INTC)

Postby winston » Tue Jun 12, 2018 8:02 pm

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THIS TECH GIANT CONTINUES TO LEAD IN INNOVATION

Today, we revisit a household name and longtime industry leader...

As DailyWealth readers know, investing in big secular trends is one of our favorite ways to play the market. Ever since the invention of personal computers and cellphones, demand for the chips that power these devices – semiconductors – has only grown. And one company has grown along with it...

Since its founding 50 years ago, Intel (INTC) has become the second-largest chipmaker in the world... valued at around $260 billion. Beyond its core semiconductor business, the company has expanded into artificial intelligence, cloud computing, and self-driving cars.

In a world obsessed with new technologies, Intel is on the cutting edge. And its sales have soared... As of the company's most recent earnings report, quarterly revenue hit $16 billion – an increase of 13% year over year and a first-quarter record.

Intel's shareholders have benefited from years of rising revenue... The stock is up more than 50% over the past year, recently hitting a new multiyear high. Watch this company as demand for semiconductors and innovative tech continues to surge higher...

Source: Daily Wealth
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Re: Intel Corp (INTC)

Postby winston » Sat Feb 29, 2020 9:15 am

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Intel Drops A Bomb On The 5G Network

by Arne Verheyde

Summary

Intel has announced a complete portfolio of 5G network infrastructure silicon: Snow Ridge Atom 24-core SoC for base station, next-gen eASIC device and 5G-optimized Ethernet adapter.

Intel has pulled in its goal to become #1 silicon provider for base stations by a year to 2021 (40% market share) with design wins with Nokia, ZTE and Ericsson.

Networking will become a $25 billion market by 2023, and was a $5 billion business for Intel in 2019. Intel's revenue will accelerate driven by 5G adoption.

Refreshed Cascade Lake lineup significantly improves performance per dollar.

Source: Seeking Alpha

https://seekingalpha.com/article/432772 ... ent=link-0
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Re: Intel Corp (INTC)

Postby behappyalways » Fri Apr 24, 2020 6:41 am

Intel stock sinks as boom in earnings is not expected to last
https://www.marketwatch.com/story/intel ... ewer_click
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Re: Intel Corp (INTC)

Postby behappyalways » Fri Jul 24, 2020 9:30 am

Intel stock falls as next generation of chips delayed, sending AMD shares higher
https://www.marketwatch.com/story/intel ... quote_news
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Re: Intel Corp (INTC)

Postby winston » Sat Jul 25, 2020 9:03 pm

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Intel Stock Chipped on Report - Here's When to Buy the Dip

Intel shares slumped even after the chip giant beat earnings and revenue expectations. Here's how to trade the stock.

by BRET KENWELL

Intel stock is down 15% despite beating on earnings and revenue expectations.

The company reported profit of $1.23 a share, 12 cents ahead of estimates, while revenue of $19.7 billion jumped 19% year-over-year and beat estimates by almost $1.2 billion.

It was a solid quarter, but its 7nm process will be delayed, with the chips likely not coming until at least 2022.



Intel Stock Chipped on Report - Here's When to Buy the Dip
Intel shares slumped even after the chip giant beat earnings and revenue expectations. Here's how to trade the stock.
BRET KENWELL20 HOURS AGO
Intel (INTC) - Get Report shares are getting hurt on Friday, while Advanced Micro Devices (AMD) - Get Report is surging. Interestingly enough, both are moving for the same reason.

Intel stock is down 15% despite beating on earnings and revenue expectations. The company reported profit of $1.23 a share, 12 cents ahead of estimates, while revenue of $19.7 billion jumped 19% year-over-year and beat estimates by almost $1.2 billion.

It was a solid quarter, but its 7nm process will be delayed, with the chips likely not coming until at least 2022. That’s one reason the shares are under so much pressure and it's also why AMD stock is up 15% to highs.

With Advanced Micro Devices already touting momentum in its business, this influx of demand should continue to fuel revenue higher. Investors are hoping it continues to juice the stock price higher, too.

Keep in mind: AMD will report earnings on July 28 after the close.

Nvidia (NVDA) - Get Report also is cashing in on the day, up over 2% while the Nasdaq is lower.

Coming into July, I mapped the potential breakout in AMD and mentioned a potential upside target of $67.87, which is the 138.2% extension.

Above that mark now, let’s see if AMD can climb to $73.19, the 161.8% extension. Earnings will likely play a big role in whether that's accomplished in the near term.

Nvidia is a holding in Jim Cramer's Action Alerts PLUS member club. Want to be alerted before Jim Cramer buys or sells NVDA? Learn more now.

Trading Intel Stock
Weekly chart of Intel stock.
Weekly chart of Intel stock.

Chart courtesy of Stockcharts.com

As for Intel, the stock finds itself in sort of a no man’s land here. It’s below all the notable daily moving averages, but some of the more significant weekly and monthly moving averages are still notably lower.

The bulls would have liked to see the 20-week and 50-week moving averages hold as support, along with $55. However, the selling pressure was simply too much, and the shares at this writing are below $51.

On the upside, let’s see if Intel can recapture the 20-month moving average up near $53. Above that gives the stock some momentum and puts that previously mentioned key area in play between $55 and $56.50.

However, a further decline may actually make Intel more attractive. Below $50 puts more downside and a massive level of potential support in play.

The 200-week moving average (currently $45.53) has not often been tested, just twice over the past five years. Each time, though, it led to a robust bounce.

Further, the 50-month moving average comes into play at $44.65, while the mid-$40s were solid support in 2018 and 2019.

I would love a chance to buy the dip into this area, although a close below the March low at $43.38 would be concerning.


Source: The Street

https://www.thestreet.com/investing/how ... uy+the+Dip
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Re: Intel Corp (INTC)

Postby behappyalways » Fri Oct 23, 2020 4:35 pm

Intel's margins tumble as customers shift to cheaper chips, shares slide 10%
https://www.reuters.com/article/technol ... SKBN2772XW
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Re: Intel Corp (INTC)

Postby behappyalways » Sun Feb 28, 2021 12:25 pm

Hard reboot
Can Pat Gelsinger turn Intel around?
The giant chipmaker’s new boss has his work cut out

“Success breeds complacency. Complacency breeds failure. Only the paranoid survive.” So said Andy Grove, the Hungarian emigré who helped turn Intel from a scrappy startup in the 1960s into the firm that did more than any other to put the “silicon” in Silicon Valley.

They will be ringing in the ears of Pat Gelsinger, Intel’s new boss, who took over on February 15th. He takes the helm of a company that looks, from some angles, to be in rude health.

With $78bn in revenue in 2020, it is the world’s biggest chipmaker by sales. It has a 93% share of the market for powerful—and lucrative—chips that go into data-centre computers, an 81% share in desktop pcs, and operating margins of around 30%.

Yet Intel’s share price has underperformed those of rivals. Nvidia, a firm with one-seventh of Intel’s revenues, has a market capitalisation, at $370bn, that is half as high again (see chart).

The manufacturing technology on which much of Intel’s success was built has fallen behind. It has missed the smartphone revolution. Some of its big customers, such as Apple and Amazon, are turning into competitors. Mr Gelsinger inherits quite the in-tray, then.

Start with production. Chipmaking is propelled by the quest for smallness. Shrinking the components in integrated circuits, these days to tens of nanometres (billionths of a metre), improves the performance of both the components and the microchip as a whole.

For decades Intel led the way, its “tick-tock” strategy promising a manufacturing revolution every other year. Now “it has lost its mojo,” says Alan Priestley of Gartner, a research firm, who worked at Intel for many years. Its “ten nanometre” chips were originally pencilled in for 2015 or 2016 but did not start trickling out until 2019—an unprecedented delay. The technology is still not mature. In July Intel said the next generation of “seven nanometre” chips would not arrive until 2022, a delay of at least six months.

Manufacturing stumbles have cost it business. amd, its most direct rival, outsources production to Taiwan Semiconductor Manufacturing Company (tsmc), whose technology is now ahead of Intel's. That means amd's chips are generally faster, and consume less power; its market share has more than doubled since 2019.

A second challenge is the industry’s growing specialisation—a problem for Intel’s traditional forte of general-purpose chips, especially if desktop pcs continue to stagnate. Technology giants, flush with cash and keen to extract every drop of performance for their specific purposes, increasingly design their own semiconductors.

In 2020 Apple said it would drop Intel from its laptops and desktops in favour of custom-designed chips. Amazon is rolling out its “Graviton” cloud-computing processors, also designed in-house and made by tsmc. Microsoft, whose cloud business is second only to Amazon’s, is rumoured to be working on something similar.

Intel has also failed to make any headway in smartphones, the most popular computers ever made. An effort in the late 1990s to build graphics chips, which have also proved handy for artificial intelligence (ai), and to which Nvidia owes its enviable valuation, petered out.

Attempts to diversify into clever new sorts of programmable or memory chips—in 2015 it paid $16.7bn for Altera, which makes them—have so far not paid off in a big way.

Mr Gelsinger has yet to say how he plans to deal with the challenges. He does not look like a revolutionary. He began working at Intel aged 18, before leaving in 2009 to preside over emc, a data-storage firm, and for the past nine years heading vmware, a software firm.

In an email to Intel’s staff after his appointment was announced he invoked its glory days, recalling being “mentored at the feet of Grove, [Robert] Noyce and [Gordon] Moore”, the last two being the firm’s founders. Like them but unlike his predecessor, Bob Swan, Mr Gelsinger is an engineer, who in 1989 led the design of a flagship chip.

His first job will be to try to turn the firm’s ailing manufacturing division around. Intel already outsources the manufacturing of some lower-end chips to tsmc. Its production woes will force it, at least temporarily, to send more business to Taiwan, perhaps including some of its pricier desktop and graphics chips.

Daniel Loeb, an activist investor with a sizeable stake in Intel, sent a letter to the firm’s management in December urging it to abandon factories entirely and restrict itself to designing chips that other firms, such as tsmc, would make.

On paper, that looks attractive: Intel capital expenditure in 2020 amounted to $14.2bn, almost all of it on its chip factories. amd, meanwhile, spun out its manufacturing business in 2009, and is thriving today. Nvidia has been “fabless” since its founding in 1993.

Finding a buyer could be tricky, says Linley Gwennap, a veteran chip-industry watcher, precisely because Intel’s factories are now behind the cutting edge. Most of the world’s chipmakers, which might be tempted by the fabs, are in Asia. Since chips are a front in America’s tech war with China, politicians may veto a sale to a non-American bidder.

In any case, Mr Gelsinger has said he will ignore Mr Loeb’s suggestion. In January the new boss said that, although the firm may use more outsourcing for some products, he intends to pursue the hard, costly task of restoring Intel to its customary position at chipmaking’s leading edge.

He also seems minded to pursue his predecessor’s strategy of diversifying into new products, including graphics-to-ai chips. “Our opportunity as a world-leading semiconductor manufacturer is greater than it’s ever been,” he wrote.

The direction of travel, then, is not about to change. Intel’s shareholders will have to hope that Mr Gelsinger can at least get it back on the pace.

Source: The Economist
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Re: Intel Corp (INTC)

Postby behappyalways » Wed Mar 24, 2021 5:24 am

Intel is spending $20 billion to build two new chip plants in Arizona
https://www.cnbc.com/2021/03/23/intel-i ... izona.html
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