Intel Q2 Financials- revenue down, profit down, datacenter up

[Fjodor2001]

He already owns a huge chunk of Intel stock (previous years' pay packets), why add even more to his portfolio? Better to sell it and buy a variety of different stocks, spread his portfolio and reduce his risk.

Yes, that's a reasonable argument which I agree with.

In that case I think it would be more interesting to see whether he has increased sales of Intel stock compared to before. I.e. if he continuously has sold off some Intel stock, but now has increased that sell off rate.

 

[Phynaz]

They already said they will re-profile the agreement.

So? Doesn't negate what I posted.

 

[Phynaz]

Since when one has to pay taxes when he buy stocks..??..

Tax occur when stocks are sold with a benefit, all the time they are detained without being sold ther s no tax since the benefit is only potential or even non existing if the stock value is below the options prices.

In this case Kraznich opinion is that the stock value will decrease in the coming months, otherwise he wouldnt have sold his stocks.

I know you are not from the US so that's why you would be ignorant about US tax code.

As I stated, an executive of a US company exercising stock options creates a taxable event.

http://www.gpo.gov/fdsys/pkg/CFR-2011-title26-vol2/pdf/CFR-2011-title26-vol2-sec1-83-7.pdf

 

[piasabird]

I like to keep my stock market jargon and my technical jargon separate. Understanding stocks and quarterly reports is completely different from reality and common sense.

 

[Phynaz]

Still, he of course had the option to keep the stocks. If he was bullish on Intel he probably would have, but he decided to sell instead.

But maybe you are suggesting that he is short on cash so he had to sell.

Oh no! Lisa Su isn't bullish on AMD. She's sold over 85,000 share of AMD stock this year!!!

Oh, look at the savior Papermaster, he's sold 210,000 since he was hired. I wonder why he doesn't have confidence in his own work!

Just stay out of threads concerning finance. It will help keep you from making derp posts.

 

[Fjodor2001]

Just stay out of threads concerning finance. It will help keep you from making derp posts.

Funny that you keep attacking the members on the forum when you're the one that's usually wrong about most things, both technical and financial.

Also, it really does not require much financial "expertise" for the issues we've covered. It's pretty basic stuff.

 

[jpiniero]

Meanwhile Apple just made $11B in profit. 63% of revenue was the iPhone. Clearly smartphones is where Intel needs to go; but I can't imagine they could spend the kind of money it would take if they go the contra-revenue path.

BTW, Apple said they were happy with the Core M Macbook sales although they didn't provide any specifics.

 

[Fjodor2001]

Clearly smartphones is where Intel needs to go; but I can't imagine they could spend the kind of money it would take if they go the contra-revenue path.

But is there any realistic route for Intel to grab market share in mobile? I'm not seeing that on the roadmap.

 

[Arachnotronic]

But is there any realistic route for Intel to grab market share in mobile? I'm not seeing that on the roadmap.

Intel needs to build viable products, but unfortunately their mobile group seems to have issues delivering such products.

Who would have thought that 3+ years after 32nm Medfield we'd be talking about 28nm foundry SoFIAs?

 

[Idontcare]

Intel needs to build viable products, but unfortunately their mobile group seems to have issues delivering such products.

Who would have thought that 3+ years after 32nm Medfield we'd be talking about 28nm foundry SoFIAs?

They have no lack of vision and funding from the top, the problem is the complete failure to execute when it comes to the middle management.

 

[ClockHound]

But is there any realistic route for Intel to grab market share in mobile? I'm not seeing that on the roadmap.

It's just a wee bit too late for them to splash around in the Apple iProfit Pool. Is there a compelling reason Apple would hand over their massive profits to Intel for a marginal performance improvement?

Apple doesn't need to excel at SOC performance - good enough is good enough - their marketing performance is where they excel.

Will Samsung drop their fabs for Intel mobile chips? Hmmm...

So, that leaves Intel with the fringe players in mobile fighting over the last 15% of market share with tiny margins. Not AMD tiny, but still...

Best for Intel to wade around in the shallow end of the smartpool until the iMagic bubble bursts - which is inevitable as gravity and the decline of the desktop. Then see where the new nascent markets are. And ignore them too. ;-)

 

[VirtualLarry]

Attempting to speak realistically, are there any immediate growth markets for Intel? Mobile so far has been a bust, and contra-revenue is dragging down that division, desktops are down, IoT is what, is that a "thing" yet? I guess server / datacenter is growing, but even so, I don't believe that division alone drives enough volume to fill Intel's fabs.

I see things shrinking for Intel, before they get better. They really need better execution in mobile, and they're certainly not getting that. (Braswell base clocks notably slower than the already-anemic Bay Trail performance? Are they serious???)

 

[NTMBK]

Attempting to speak realistically, are there any immediate growth markets for Intel? Mobile so far has been a bust, and contra-revenue is dragging down that division, desktops are down, IoT is what, is that a "thing" yet? I guess server / datacenter is growing, but even so, I don't believe that division alone drives enough volume to fill Intel's fabs.

I see things shrinking for Intel, before they get better. They really need better execution in mobile, and they're certainly not getting that. (Braswell base clocks notably slower than the already-anemic Bay Trail performance? Are they serious???)

They could try to grab more of the PC ecosystem. Push more aggressively into consumer SSDs, replace discrete GPUs with more powerful APUs, replace expensive GDDR5 with Intel EDRAM, roll out NVRAM (http://www.pcmag.com/article2/0,2817,2454834,00.asp)... It's not high growth, but it is stable.