OT: Insight from CES 2011?

[Coronita]

[quote=Eugene][quote=flu]
Now riddle me this…IF Intel has the best quarter ever, and we’re still down 14 cents, (edit, now it’s closer to -.26 cents ) what would happen once the company starts tripping up…This company is priced to be a “value” company, not necessarily a growth company.

Hey, don’t shoot the messenger. I’m deciding what to do with 4000 shares in this POS company.[/quote]

Value company. Exactly. Their market cap is 10x last year’s net income. It does not go much lower than that. And they are potentially a year or two away from becoming a desktop processor monopolist. So their rate of growth slowed down a little, so what.[/quote]

Because my concern is that if they are a “value” company, it means their stock ain’t going any higher any time soon, because their valuation will command multiples of a value company, instead of growth companies. So while we see companies like Marvel, ARM, Qualcomm, Nvidia, etc all marked for growth, and all at their top ends, we have this POS intel near it’s low end since two years ago…Heck, it’s even underperforming the S&P, Dow, and Nasdaq…Significantly. This isn’t a problem with the industry, it’s an internal problem…Well, at least Intel has a 3% dividend. But it’s not exactly what I would consider a “safe(r)” dividend investment. It’s a tech company, which is volatile. For dividends , I’d go with a consumer staples or energy…

Plus, what IF Intel fails again on it’s mobile strategy (more on the first rounds of failures), and what if the numbers are coming in and tablet sales are eating into laptop sales moving forward?

It has a terrible history of doing anything but x86. It couldn’t do it from internal growth, and it couldn’t do anything from acquisitions…Intel’s sitting on a $118b valuation, and the best it could do buy an Infineon business unit and spend $8billion on Mcafee? Intel plans on growing through software, where it’s been proven it has no experience, no leadership in doing???

And let’s talk about the flubbed decisions it made in the wireless business. Specifically, ARM-based processor design company XScales.. It bought this company as a means of getting into the wireless business back in the early 2000s (supplier for RIMM/blackberry). But after not knowing what to do with it, sold it to Marvell…Marvell must be laughing their asses off right now… And there’s plenty of other examples in which intel tried to do many things out of their comfort area, and failed…miserably…

And now, their pushing a brand new architecture into a market when the winding is blowing for ARM? Yeah, they might have a monopoly on the desktop, but it’s not that mobile co’s playing in this space don’t have deep cash problems and are going to be folks that intel can bully around. They aren’t going to simply be able to show up with some new architecture, and say, “hey, look at me. Google. switch to me…” Or for that matter, I can see companies moving away from something like Cortex-A9

…So I have to ask techies here. Anyone do a Atom/Android port yet????? What oh where are your Atom?? Oh, that’s right..Nokia….Oh wait, where’s Nokia these days????Ah, yes…An increasingly irrelevant company too.
🙁

http://www.reuters.com/article/idUSTRE70D1PA20110114?feedType=RSS&feedName=globalMarketsNews&rpc=43

SAN FRANCISCO/HELSKINKI (Reuters) – Fears about Intel Corp’s absence in tablets and smartphones are overshadowing the chipmaker’s strong earnings and reinforcing the impression that the company no longer sets the direction of the tech industry.

The world’s largest semiconductor maker has new chips for mobile devices on the way this year and is boosting spending on research and development, but it remains far behind rival ARM Holdings, whose chip architecture is found in most smartphones and tablets.

Despite better-than-expected fourth-quarter earnings and guidance posted on Thursday, and a broadly higher market, its shares slipped as investors focused on the company’s failure to stake out territory in the mobile market.

Even as Intel’s stock fell, shares of other semiconductor companies rose, with ARM rising 6.5 percent to a 10-year high.

The stock market, and sentiment on the wider technology industry, for years moved in tandem with Intel following its earnings report. But in recent quarters they have diverged.

“It’s historically been the bellwether, that if you’re positive on the (technology) sector you’re positive on Intel, but I think that relationship is breaking down,” said Craig Berger, an analyst at FBR Capital Markets.

Intel’s strategy in the mobile market has been to adapt chips originally designed for personal computers but versions released so far consume more energy than ARM-based chips, making them less suitable for mobile gadgets that are left on for hours at a time.

People are increasingly turning to mobile devices to surf the Web and some investors believe Intel’s traditional focus on PCs could begin to lose relevance.

AMD QUANDARY

Intel’s struggles are highlighting smaller rival Advanced Micro Devices Inc’s lack of strategy in the exploding ultramobile market too.

This week AMD Chief Executive Dirk Meyer left the company following concerns he hadn’t done enough to pursue the mobile market. And Silicon Valley rival Nvidia Corp’s stock surged for days on high expectations for its new Tegra 2 chips for tablets and smartphones.

“AMD is in a very unenviable position of having arguably one of the worst balance sheets in semiconductors,” said Rick Schafer, an analyst at Oppenheimer. “And its sandwiched between Intel and Nvidia, two guys with huge balance sheets, huge cash flows and resource to spend on research and development.”

Intel and AMD shares both fell about 1 percent on Friday. Intel’s shares are trading at about the same level as a year ago, compared to a 19 percent rise in the Standard & Poor’s 500 index since then.

AMD is scheduled to deliver fourth-quarter earnings on Thursday. This week, it said its fourth-quarter revenue increased 2 percent sequentially to $1.65 billion, with a gross profit margin of roughly 45 percent.

[enron_by_the_sea]

Stop it flu. You are making me log into my brokerage account and click on the sell button.

[enron_by_the_sea]

Stop it flu. You are making me log into my brokerage account and click on the sell button.

[enron_by_the_sea]

Stop it flu. You are making me log into my brokerage account and click on the sell button.

[enron_by_the_sea]

Stop it flu. You are making me log into my brokerage account and click on the sell button.

[enron_by_the_sea]

Stop it flu. You are making me log into my brokerage account and click on the sell button.

[faterikcartman]

[quote=flu] …So I have to ask techies here. Anyone do a Atom/Android port yet????? What oh where are your Atom?? [/quote]

Techies + Atom = Does Not Compute

[faterikcartman]

[quote=flu] …So I have to ask techies here. Anyone do a Atom/Android port yet????? What oh where are your Atom?? [/quote]

Techies + Atom = Does Not Compute

[faterikcartman]

[quote=flu] …So I have to ask techies here. Anyone do a Atom/Android port yet????? What oh where are your Atom?? [/quote]

Techies + Atom = Does Not Compute

[faterikcartman]

[quote=flu] …So I have to ask techies here. Anyone do a Atom/Android port yet????? What oh where are your Atom?? [/quote]

Techies + Atom = Does Not Compute

[faterikcartman]

[quote=flu] …So I have to ask techies here. Anyone do a Atom/Android port yet????? What oh where are your Atom?? [/quote]

Techies + Atom = Does Not Compute

[Coronita]

[quote=enron_by_the_sea]Stop it flu. You are making me log into my brokerage account and click on the sell button.[/quote]

Well, like I said, I wish I sold everything intel share and bought anything else wireless at the time. Granted things might be a bubble, but I wouldn’t be sitting on something that looks, smells, and feels like such a dead fish. Please, someone replace the Intel CEO…(end vent).

[Coronita]

[quote=enron_by_the_sea]Stop it flu. You are making me log into my brokerage account and click on the sell button.[/quote]

Well, like I said, I wish I sold everything intel share and bought anything else wireless at the time. Granted things might be a bubble, but I wouldn’t be sitting on something that looks, smells, and feels like such a dead fish. Please, someone replace the Intel CEO…(end vent).

[Coronita]

[quote=enron_by_the_sea]Stop it flu. You are making me log into my brokerage account and click on the sell button.[/quote]

Well, like I said, I wish I sold everything intel share and bought anything else wireless at the time. Granted things might be a bubble, but I wouldn’t be sitting on something that looks, smells, and feels like such a dead fish. Please, someone replace the Intel CEO…(end vent).

[Coronita]

[quote=enron_by_the_sea]Stop it flu. You are making me log into my brokerage account and click on the sell button.[/quote]

Well, like I said, I wish I sold everything intel share and bought anything else wireless at the time. Granted things might be a bubble, but I wouldn’t be sitting on something that looks, smells, and feels like such a dead fish. Please, someone replace the Intel CEO…(end vent).

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