Intel 3rd qt results

[Nemesis 1]

Not bad with all the economic problems in world.

http://www.eweek.com/c/a/Deskt...h-in-Q3-893181/?kc=rss

 

[MODEL3]

Nearly $2 billion in Q3 alone?
If i was Intel, i would utilize all that cash (and then some) to reinforce my position in the GPGPU space (with Larrabee future projects).
Intel has much more to lose than $2 billion if it fails to control the GPGPU space.

 

[destey]

Management is providing guidance of gross margin in the low 60s for Q4. Pretty amazing.

Their stock is another story. Seems to be just a pawn for traders at this point

 

[yh125d]

Originally posted by: MODEL3
Nearly $2 billion in Q3 alone?
If i was Intel, i would utilize all that cash (and then some) to reinforce my position in the GPGPU space (with Larrabee future projects).
Intel has much more to lose than $2 billion if it fails to control the GPGPU space.

Methinks a corporation as large as Intel has more to think about than just one single project like LRB

Upgrading fabs to 32nm for next year is expensive

 

[Zensal]

Originally posted by: yh125d

Originally posted by: MODEL3
Nearly $2 billion in Q3 alone?
If i was Intel, i would utilize all that cash (and then some) to reinforce my position in the GPGPU space (with Larrabee future projects).
Intel has much more to lose than $2 billion if it fails to control the GPGPU space.

Methinks a corporation as large as Intel has more to think about than just one single project like LRB

Upgrading fabs to 32nm for next year is expensive

LRB is probably the most important project Intel has going right now. It has to be finished by the time Bulldozer rolls on the scene or AMD/ATi is going to wipe the floor with them, Athlon 64 style.

 

[Nemesis 1]

Originally posted by: destey
Management is providing guidance of gross margin in the low 60s for Q4. Pretty amazing.

Their stock is another story. Seems to be just a pawn for traders at this point

I stopped day trading . But A stock like Intel is a perfect for day trading . I have done well in the pass using companies Like Intel Hormel walmart . Really good day traders these are . I suggest ya look hard at Hormel for day trading .

 

[MODEL3]

Originally posted by: yh125d

Originally posted by: MODEL3
Nearly $2 billion in Q3 alone?
If i was Intel, i would utilize all that cash (and then some) to reinforce my position in the GPGPU space (with Larrabee future projects).
Intel has much more to lose than $2 billion if it fails to control the GPGPU space.

Methinks a corporation as large as Intel has more to think about than just one single project like LRB

Upgrading fabs to 32nm for next year is expensive

Sure, but the "a corporation as large as Intel has more to think about than just one single project like LRB", is not new strategy, always was this case...

Also upgrading fabs is not a new strategy, always was this case...

Larrabbe is a new strategy and a crucial one...

And the above are irrelevant since we are talking about net income.

Check the revenue, operating income and net income the last 2-3 years and you will understand...

 

[Nemesis 1]

Models are you trying to say these guys don't understand what net income and operating income means . Not likely . Maybe a few .

 

[MODEL3]

No, i just wrote "revenue, operating income and net income" because i saw some Intel charts that had revenue, operating income, net income and EPS figures.

http://www.intc.com/common/dow...lease_Q32009_Final.pdf

I just meant that:

since net income calculation (2 year cycle) includes the "upgrading fabs" assosiated costs, the thing that Intel has to spend money to upgrade their fabs has nothing to do to what i suggested.

 

[Nemesis 1]

Originally posted by: MODEL3
No, i just wrote "revenue, operating income and net income" because i saw some Intel charts that had revenue, operating income, net income and EPS figures.

http://www.intc.com/common/dow...lease_Q32009_Final.pdf

I just meant that:

since net income calculation (2 year cycle) includes the "upgrading fabs" assosiated costs, the thing that Intel has to spend money to upgrade their fabs has nothing to do to what i suggested.

Man I aim being probed bigtime right now computer barely responding 80 percent cpu usage I must have pissed off the Big boys . In PN . They don't like trueth being revealed . Come get me guys ya know were I am lets dance the dance.

Back to you OK I just wanted to make sure . The way you replied was perfect thanks .

 

[yh125d]

Originally posted by: MODEL3

Originally posted by: yh125d

Originally posted by: MODEL3
Nearly $2 billion in Q3 alone?
If i was Intel, i would utilize all that cash (and then some) to reinforce my position in the GPGPU space (with Larrabee future projects).
Intel has much more to lose than $2 billion if it fails to control the GPGPU space.

Methinks a corporation as large as Intel has more to think about than just one single project like LRB

Upgrading fabs to 32nm for next year is expensive

Sure, but the "a corporation as large as Intel has more to think about than just one single project like LRB", is not new strategy, always was this case...

Also upgrading fabs is not a new strategy, always was this case...

Larrabbe is a new strategy and a crucial one...

And the above are irrelevant since we are talking about net income.

Check the revenue, operating income and net income the last 2-3 years and you will understand...

LRB is a big project yeah, but even with the scope of LRB, Intel still has a lot more things on its mind :|

Dumping all their profits into an ambitious project that represents a comparitively small portion of the corporations business isn't that great of an idea :\

 

[MODEL3]

I told you already that i agree that Intel has a lot more things on its mind.

I just think LRB aim is so crucial for the future of Intel that spending the profit of a single quarter (or even 2Qs profit) is nothing compared to what Intel will achieve if the project succeeds...

 

[destey]

Originally posted by: Nemesis 1

I stopped day trading . But A stock like Intel is a perfect for day trading . I have done well in the pass using companies Like Intel Hormel walmart . Really good day traders these are . I suggest ya look hard at Hormel for day trading .

What did you use for signals for buying and selling? Is it gut intuition, formulas/models, news articles, buzz on the floor of the exchange? I day traded unsucessfully for a couple of days and gave up. I assumed I just had imperfect information (or much information at all) to make my decisions.

Or is it just a guessing game where you just have to outguess the other guessors?

 

[Idontcare]

Originally posted by: destey

Originally posted by: Nemesis 1

I stopped day trading . But A stock like Intel is a perfect for day trading . I have done well in the pass using companies Like Intel Hormel walmart . Really good day traders these are . I suggest ya look hard at Hormel for day trading .

What did you use for signals for buying and selling? Is it gut intuition, formulas/models, news articles, buzz on the floor of the exchange? I day traded unsucessfully for a couple of days and gave up. I assumed I just had imperfect information (or much information at all) to make my decisions.

Or is it just a guessing game where you just have to outguess the other guessors?

Depending on your strategy, your entry and exit points generally need to be based on your expectations of the market's likelihood of experiencing a change in their expectations.

This is why a stock can fall in price even though the company announces profits, if those profits failed to exceed expectations by enough margin then the stockprice needs to fall to reflect the new expectations.

When you get info you are best off to assume you are the last person on earth to have gotten the info, assume the info is already factored into the market's expectations (and thusly the current market price) and ask yourself where the stock price is going to go if those expectations change.

Originally posted by: MODEL3
I told you already that i agree that Intel has a lot more things on its mind.

I just think LRB aim is so crucial for the future of Intel that spending the profit of a single quarter (or even 2Qs profit) is nothing compared to what Intel will achieve if the project succeeds...

Are you proposing that the legions of Intel's PhD economic wizards have got it all wrong by the fact that their actions don't suggest they subscribe to your business management philosophy?

Personally I am inclined to believe they know exactly what they are doing, and if they have elected to not dump $2B into Larrabee then I am willing to concede they probably have their reasons for doing so and those reasons are probably beyond my rationalization given that I have essentially none of the information that Intel's decision makers have to assist them in making those kinds of business investment decisions.

 

[destey]

Originally posted by: Idontcare

Depending on your strategy, your entry and exit points generally need to be based on your expectations of the market's likelihood of experiencing a change in their expectations.

This is why a stock can fall in price even though the company announces profits, if those profits failed to exceed expectations by enough margin then the stockprice needs to fall to reflect the new expectations.

When you get info you are best off to assume you are the last person on earth to have gotten the info, assume the info is already factored into the market's expectations (and thusly the current market price) and ask yourself where the stock price is going to go if those expectations change.

So basically the current price has all available information baked in, and is probably priced with information not widely known (like from their buddy at Dell, or their friend in fulfillment). Its up to the day trader to make an educated guess as to possible changes in expectation, am i understanding you correctly?

Would you say most day traders of a stock like intel read all the review sites and are pretty current with their knowlege of the industry? Or do a lot of them go by news articles that come off the wire, or buzz they hear from friends on the floor? just trying to gauge the field

 

[MODEL3]

Originally posted by: Idontcare
Are you proposing that the legions of Intel's PhD economic wizards have got it all wrong by the fact that their actions don't suggest they subscribe to your business management philosophy?

Personally I am inclined to believe they know exactly what they are doing, and if they have elected to not dump $2B into Larrabee then I am willing to concede they probably have their reasons for doing so and those reasons are probably beyond my rationalization given that I have essentially none of the information that Intel's decision makers have to assist them in making those kinds of business investment decisions.

lol, no i am proposing the exact oposite.

I am proposing that it is so obvious what i say, that i am pretty sure Intel will surely elect to fund with $1,9 billion the Larabee project and is willing to add ($$$) more to the project if there is a need because it's so freakin crucial.

If you know that "they elected to not dump $2B (or not willing to dump that kind of money to LRBs future projects) into Larrabee" please show us your sources.

If it is just your point of view, no thanks, i prefer mine.

 

[Nemesis 1]

Originally posted by: destey

Originally posted by: Nemesis 1

I stopped day trading . But A stock like Intel is a perfect for day trading . I have done well in the pass using companies Like Intel Hormel walmart . Really good day traders these are . I suggest ya look hard at Hormel for day trading .

What did you use for signals for buying and selling? Is it gut intuition, formulas/models, news articles, buzz on the floor of the exchange? I day traded unsucessfully for a couple of days and gave up. I assumed I just had imperfect information (or much information at all) to make my decisions.

Or is it just a guessing game where you just have to outguess the other guessors?

Down maket are the Best . Picking the low takes research watch volumn. Down on bad news are my favorite . Also companies that lie SHORT them . There a reason they lie.