INTC: 何时见底 ？

dividend_growth

Intel在移动方面拿不出东西来，就没有底。

Otellini退位是个很坏的信号，好像是丧失信心走人完事的象征。

dividend_growth

现在有传闻说Intel愿意给苹果做代工，条件是iPad以后用Intel的芯片

bucks

dividend_growth 发表于 2012-11-30 11:43 PM
现在有传闻说Intel愿意给苹果做代工，条件是iPad以后用Intel的芯片

sounds a good news

6degrees

dividend_growth 发表于 2012-12-1 12:43 AM
现在有传闻说Intel愿意给苹果做代工，条件是iPad以后用Intel的芯片

这个是双赢，对米国IT／移动行业整体是看多，特别是INTC。

INTC可能在做双底，虽然很弱。如果跌过18，我准备着呢。

dividend_growth

现在write off Intel肯定不合适，但Intel的情况很危险，错一步就会变成Nokia 2.0

jamesmith

dividend_growth 发表于 2012-11-30 01:36 PM
Intel在移动方面拿不出东西来，就没有底。

Otellini退位是个很坏的信号，好像是丧失信心走人完事的象征。 ...

Don't underestimate Intel's ability to improve their chip designs. They have a great track record. Every year, they are able to come out with new CPU that's faster and more power efficient, and AMD is throwing the towel in x86 market.

Intel is already at 22nm with their high end x86 chips with Ivy Bridge.
It is extremely unlikely Macbook Air will switch to ARM chips.
I am not sure about iPad with x86...
Ivy Bridge on Windows Tablet will be a real laptop replacement...The current Surface with ARM and Atom sucks...

The news/rumor from CNET

CNET reports that Intel is hard at work on reducing the power consumption of its Ivy Bridge chips, opening the door to use of the chips in mainstream tablets and reducing battery needs on small notebooks such as the MacBook Air.
Quote:
Intel will cut power consumption "significantly" for future versions of the chip, an industry source familiar with the chipmaker's plans told CNET.

Intel's most power efficient Ivy Bridge chips today -- used widely in Windows ultrabooks and Apple's MacBook Air -- are rated at 17 watts.

A future version of Ivy Bridge would be rated well below this, the source said.
Intel has already previewed its next-generation Haswell chips that will push power consumption to as low as 10 watts initially, but it seems that Intel is moving to reduce power needs for its chips even before Haswell hits the market.

With future Ivy Bridge and Haswell chips becoming feasible for tablets with their reduced power consumption, there have been rumors that Apple could consider Intel chips for at least the iPad, although Apple seems dedicated to its own ARM-based chip designs for its mobile devices. But with Apple said to be looking to shift away from Samsung for production of its A-series chips, the company is said to be looking at TSMC and Intel as future chip foundry options.

In a research note issued last week, RBC analyst Doug Freedman claimed that Apple is already in talks with Intel on a deal that could see Intel producing A-series chips for the iPhone while Apple shifts to Intel's x86 platform for the iPad.

jamesmith

http://hutong9.net/forum.php?mod ... 6&fromuid=11178

source: http://www.bloomberg.com/news/20 ... ock.html?cmpid=yhoo

Intel issued $6 billion of bond for share buy back.
The is the detail:
$3 billion 5-year bond of 1.35%
$1.5 billion 10-year bond of 2.7%
$750 million 20-year of 4%
$750 million 30-year of 4.25%

This is a good move. Intel has good credit and strong financial to get these rates. Intel shares currently has 4.51% dividend. Taking advantage of low interest environment to issue bond and buy back shares actually will save them money and boost working capital.

Let's take a quick look at its balance sheet.
  


Current ratio went up because they have more cash, and 38.77% of the assets are financed with debt. Given Intel's strong financial and even stronger cash cushion, there is no short term liquidity risk. I plan to increase my position in Intel.

bucks

jamesmith 发表于 2012-12-5 09:28 AM
http://hutong9.net/forum.php?mod=redirect&goto=findpost&ptid=184775&pid=1946396&fromuid=11178

sou ...

thanks for sharing and analysis. My lot entered at 19.5 is now buffered by a relatively solid cushion.

Read0nly

俺有INTC和AMD多仓，靠TA判断进来抄底。美国的这种高科技骨干企业如果都撑不住，财政悬崖是非跳不可了。

hellofriend

intc可以买。amd不可以。
msft要反弹了。

xiongmeimei

hellofriend 发表于 2012-12-5 02:53 PM
intc可以买。amd不可以。
msft要反弹了。