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OT - INTC
<p><p>Pretty good article at Investopedia yesterday
(the 8th) on how INFN's metro offerings brings them into a market
with great growth opportunities (yes,I'm mindful of lt cap's caveat
about much tougher competition in that area). Cited S and P
Capital's projection that INFN will have 18.75% annual growth over
the next 3-5 years. You wouldn't think that from today's price
action (I do have a limit order set at $19.01. Probably won't get
there today. Possibly next week - or not.</p> <p>The
funny thing about S and P Capital IQ, which seems to have wide
ranging respect, is that a month or so ago some high level exec was
on Nightly Business report touting INTC as a great company to buy.
He was apparently completely unaware that INTC is having real
trouble with their die shrink, delaying chips that were supposed to
be out this year until a good ways out in 2016, and this has erased
one of their main advantages over other foundaries. I still like
INTC (at cheaper prices, though). But it always stuns me when some
'respected analyst' (this wasn't their mail office boy) being
oblivious to easily found issues with a company. I guess
that's better than the analyst who came on a couple of weeks later
and touted INTC because "everyone needs a computer, and INTC makes
chips that go into computers". Proof the a kindergarner could
potentially be a stock analyst?</p></p>
Also, saw an article yesterday that cited continued serious
downward demand for pcs. But cited share gains for HP, Lenovo,
and....can't recall the 3rd one - perhaps Apple?
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Qualcomm making a big push into the Data Center, going head to
head with INTC, the article too mentions that INTC should beat
lowered concensus estimates. I think earnings could still be
down on a YoY basis?
news.investors.com/10...=yahoo
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Author:
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LongTerm
CapGains
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Subject:
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Off Topic
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Sentiment:
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Neutral
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Date:
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10/10/15 at 7:10 AM CDT
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lt cap,
Haven't read the article yet, but my first reaction is that if
Qualcomm is going to try and compete successfully in INTC's main
chip products, they had better take along a lunch. I *think* last
q's revs were at least a small beat, and they raised guidance,
which was well received by the analyst community. If they meet the
bar they have set with that guidance, I think the analysts give
them a 'passing grade' or more, based on what I've seen that 'top'
analysts seem oblivious to some of messy challenges before INTC
which will be hard to resolve. Either these analysts (S and P
Capital IQ is particularly egregious, and should know better)
really aren't aware of these issues, or they choose not to
share any of that info with sharholders/buyers, because it's 'bad
for business' - or whatever reason. Having listened to some of them
on Nightly Business Report (which I just realized is really a CNBC
product), I think it's the former - they're just clueless because
the analysis isn't very deep. Hard to believe that they could be
that unaware, but I think it's the higher probability.
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Author:
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Jam
ok
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Subject:
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Off Topic
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Sentiment:
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Neutral
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Date:
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10/11/15 at 2:18 PM CDT
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Both INTC and QCOM are looking for a way to spur growth again.
Both companies are facing challenges because the markets they
operate in are so mature. Both are great comapnies but not
particularly great companies for me to own at this time, maybe for
a quick trade. I am sure they will find a way to reinvent
themselves, it will just take time.
That said, I have been reading the for INTC, the bar has been
set low enough to easily beat, so the stock should react well.
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Author:
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LongTerm
CapGains
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Subject:
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Off Topic
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Sentiment:
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Neutral
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Date:
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10/12/15 at 7:04 AM CDT
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