Intel

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#21
(22-01-2013, 12:23 PM)rogerwilco Wrote:
(22-01-2013, 11:10 AM)CityFarmer Wrote: To add more references to Intel. IIRC, Intel is the only technology stock WB invested.

WB also owns IBM, another technology stock

Why Warren Buffett Keeps Buying IBM

Big Data: Why Warren Buffett Owns 5.4% of IBM

Yes, I have missed it. Thanks
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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#21
(22-01-2013, 12:23 PM)rogerwilco Wrote:
(22-01-2013, 11:10 AM)CityFarmer Wrote: To add more references to Intel. IIRC, Intel is the only technology stock WB invested.

WB also owns IBM, another technology stock

Why Warren Buffett Keeps Buying IBM

Big Data: Why Warren Buffett Owns 5.4% of IBM

Yes, I have missed it. Thanks
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
Reply
#22
Intel involves in media market? Hmm...

The confusing part is the service is offered via set-top box, instead of via OTT platform, competing directly with current cable service provider.

Intel to launch online TV service this year

SAN FRANCISCO — Intel plans to launch an online service this year that will stream live television as well as provide content on demand, confirming reports that the world’s top chipmaker is getting into the media market.

Intel is negotiating deals with content providers, Mr Erik Huggers, Vice-President and General Manager of Intel Media, said yesterday.

http://www.todayonline.com/business/inte...rvice-year
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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#22
Intel involves in media market? Hmm...

The confusing part is the service is offered via set-top box, instead of via OTT platform, competing directly with current cable service provider.

Intel to launch online TV service this year

SAN FRANCISCO — Intel plans to launch an online service this year that will stream live television as well as provide content on demand, confirming reports that the world’s top chipmaker is getting into the media market.

Intel is negotiating deals with content providers, Mr Erik Huggers, Vice-President and General Manager of Intel Media, said yesterday.

http://www.todayonline.com/business/inte...rvice-year
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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#23
wow truly not sure what to expect from this deal. they have not been a good content application provider and this and the mcafee deal makes me scratch my head how do they add synergy with these stuff.
Dividend Investing and More @ InvestmentMoats.com
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#23
wow truly not sure what to expect from this deal. they have not been a good content application provider and this and the mcafee deal makes me scratch my head how do they add synergy with these stuff.
Dividend Investing and More @ InvestmentMoats.com
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#24
(14-02-2013, 06:01 AM)Drizzt Wrote: wow truly not sure what to expect from this deal. they have not been a good content application provider and this and the mcafee deal makes me scratch my head how do they add synergy with these stuff.

me too.

I think Warren Buffett divested from Intel for real good reason Big Grin
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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#24
(14-02-2013, 06:01 AM)Drizzt Wrote: wow truly not sure what to expect from this deal. they have not been a good content application provider and this and the mcafee deal makes me scratch my head how do they add synergy with these stuff.

me too.

I think Warren Buffett divested from Intel for real good reason Big Grin
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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#25
(14-02-2013, 10:51 AM)CityFarmer Wrote:
(14-02-2013, 06:01 AM)Drizzt Wrote: wow truly not sure what to expect from this deal. they have not been a good content application provider and this and the mcafee deal makes me scratch my head how do they add synergy with these stuff.

me too.

I think Warren Buffett divested from Intel for real good reason Big Grin

to be fair that may be a todd combs purchase. obviously something he doesnt like. relatively yielding 4% now (30% withholding tax)
Dividend Investing and More @ InvestmentMoats.com
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#25
(14-02-2013, 10:51 AM)CityFarmer Wrote:
(14-02-2013, 06:01 AM)Drizzt Wrote: wow truly not sure what to expect from this deal. they have not been a good content application provider and this and the mcafee deal makes me scratch my head how do they add synergy with these stuff.

me too.

I think Warren Buffett divested from Intel for real good reason Big Grin

to be fair that may be a todd combs purchase. obviously something he doesnt like. relatively yielding 4% now (30% withholding tax)
Dividend Investing and More @ InvestmentMoats.com
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#26
Hi guys,

been following Intel. Does anyone know the cheapest way to own this stock if I'm not US citizen? Like no custodian fees etc.

Thanks!
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#26
Hi guys,

been following Intel. Does anyone know the cheapest way to own this stock if I'm not US citizen? Like no custodian fees etc.

Thanks!
Reply
#27
The mess still around after 5 years... Tongue

Lehman sues Intel over S$1.23b in seized collateral

NEW YORK — Bankrupt investment bank Lehman Brothers has sued Intel Corp, accusing the chip maker of seizing US$1 billion (S$1.23 billion) in collateral in breach of a swap agreement, a court filing showed.

Under the swap agreement, executed days before Lehman filed for bankruptcy in 2008, Intel gave US$1 billion to a derivatives unit of Lehman Brothers in exchange for 50.5 million Intel shares, to be delivered on the settlement date of September 29, 2008, according to the filing made in a New York bankruptcy court.

http://www.todayonline.com/business/lehm...collateral
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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#27
The mess still around after 5 years... Tongue

Lehman sues Intel over S$1.23b in seized collateral

NEW YORK — Bankrupt investment bank Lehman Brothers has sued Intel Corp, accusing the chip maker of seizing US$1 billion (S$1.23 billion) in collateral in breach of a swap agreement, a court filing showed.

Under the swap agreement, executed days before Lehman filed for bankruptcy in 2008, Intel gave US$1 billion to a derivatives unit of Lehman Brothers in exchange for 50.5 million Intel shares, to be delivered on the settlement date of September 29, 2008, according to the filing made in a New York bankruptcy court.

http://www.todayonline.com/business/lehm...collateral
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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#28
Profits fall at Intel as PC sales sag

SAN FRANCISCO — Intel yesterday reported lower earnings, reflecting the trend of falling personal computer sales worldwide.

The company, the world’s largest maker of semiconductors, reported that net income in the second quarter fell 28 per cent to US$2 billion (S$2.5 billion), or 39 US cents a share, from the same quarter a year ago.

Revenue fell to US$12.8 billion, down from US$13.5 billion in the same period a year ago

http://www.todayonline.com/business/prof...-sales-sag
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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#28
Profits fall at Intel as PC sales sag

SAN FRANCISCO — Intel yesterday reported lower earnings, reflecting the trend of falling personal computer sales worldwide.

The company, the world’s largest maker of semiconductors, reported that net income in the second quarter fell 28 per cent to US$2 billion (S$2.5 billion), or 39 US cents a share, from the same quarter a year ago.

Revenue fell to US$12.8 billion, down from US$13.5 billion in the same period a year ago

http://www.todayonline.com/business/prof...-sales-sag
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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#29
Intel expects no revenue growth in 2014

17 January 2014

The world's biggest computer chip maker, Intel, has said it expects no revenue growth in 2014, sending its shares down 5% in after hours-trading.

The weak forecast comes as chip makers continue to be hurt by a drop in sales of personal computers (PCs).

Revenues at Intel's division which makes chips for desktop computers fell 4% in 2013, from a year ago.

However, the company said there had been signs in the past few months that the PC sector was "stabilising".

According to its latest earnings, the PC chip division generated revenues of $8.6bn (£5.2bn) in the October-to-December quarter of 2013, compared with $8.5bn a year ago.

"We had a solid fourth quarter with signs of stabilisation in the PC segment and financial growth from a year ago," said Intel chief executive Brian Krzanich.

For the full year 2013, the firm reported a net profit of $9.6bn, down 13% from a year ago.

'Disappointed again'

Sales of PCs have fallen for six quarters in a row, hurt by the growing popularity of tablets and smartphones.

As a result, computer chip makers have been looking to boost growth in other divisions and areas to try and sustain their growth.

In case of Intel, analysts have been focussing on the performance of its data centre business.

Intel said the division's revenues rose 8% in the last quarter of 2013, from a year earlier. However, the rise was less than what some analysts had expected.

"The incremental nugget we got from fourth quarter earnings was that data centre group disappointed again," said Patrick Wang an analyst with advisory firm Evercore. He said investors were anticipating a healthy performance from the division.

Intel's chief financial officer, Stacy Smith, said the division's revenues in 2014 would probably come in toward the bottom of the previous estimate of 10% to 15% growth.

'Bringing innovation'

Intel has also taken other steps to create new growth areas and offset the impact of slowing PC sales on its business.

At the recently held Consumer Electronics Show (CES), in Las Vegas, the firm showcased various new technologies.

That included a 3D-camera technology, where one of its depth sensors could be used to interpret gesture controls and to separate foreground objects from the background.

It said laptops featuring the technology would go on sale this year.

The company also unveiled a series of new concept wearable technologies - seen by many as a key growth area in the coming years.

The products showcased included Smart earbuds -which act as an activity tracker as well as play music and a smartwatch hat can connect to the internet without needing to be linked to a phone.

"We've built a strong foundation for our business by bringing innovation to the market more quickly across a wide range of computing platforms," said Mr Krzanich.

"At [the] CES, we demonstrated multiple devices that weren't on our roadmap six months ago."

http://www.bbc.co.uk/news/technology-25771760

(not vested)
Research, research and research - Please do your own due diligence (DYODD) before you invest - Any reliance on my analysis is SOLELY at your own risk.
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#29
Intel expects no revenue growth in 2014

17 January 2014

The world's biggest computer chip maker, Intel, has said it expects no revenue growth in 2014, sending its shares down 5% in after hours-trading.

The weak forecast comes as chip makers continue to be hurt by a drop in sales of personal computers (PCs).

Revenues at Intel's division which makes chips for desktop computers fell 4% in 2013, from a year ago.

However, the company said there had been signs in the past few months that the PC sector was "stabilising".

According to its latest earnings, the PC chip division generated revenues of $8.6bn (£5.2bn) in the October-to-December quarter of 2013, compared with $8.5bn a year ago.

"We had a solid fourth quarter with signs of stabilisation in the PC segment and financial growth from a year ago," said Intel chief executive Brian Krzanich.

For the full year 2013, the firm reported a net profit of $9.6bn, down 13% from a year ago.

'Disappointed again'

Sales of PCs have fallen for six quarters in a row, hurt by the growing popularity of tablets and smartphones.

As a result, computer chip makers have been looking to boost growth in other divisions and areas to try and sustain their growth.

In case of Intel, analysts have been focussing on the performance of its data centre business.

Intel said the division's revenues rose 8% in the last quarter of 2013, from a year earlier. However, the rise was less than what some analysts had expected.

"The incremental nugget we got from fourth quarter earnings was that data centre group disappointed again," said Patrick Wang an analyst with advisory firm Evercore. He said investors were anticipating a healthy performance from the division.

Intel's chief financial officer, Stacy Smith, said the division's revenues in 2014 would probably come in toward the bottom of the previous estimate of 10% to 15% growth.

'Bringing innovation'

Intel has also taken other steps to create new growth areas and offset the impact of slowing PC sales on its business.

At the recently held Consumer Electronics Show (CES), in Las Vegas, the firm showcased various new technologies.

That included a 3D-camera technology, where one of its depth sensors could be used to interpret gesture controls and to separate foreground objects from the background.

It said laptops featuring the technology would go on sale this year.

The company also unveiled a series of new concept wearable technologies - seen by many as a key growth area in the coming years.

The products showcased included Smart earbuds -which act as an activity tracker as well as play music and a smartwatch hat can connect to the internet without needing to be linked to a phone.

"We've built a strong foundation for our business by bringing innovation to the market more quickly across a wide range of computing platforms," said Mr Krzanich.

"At [the] CES, we demonstrated multiple devices that weren't on our roadmap six months ago."

http://www.bbc.co.uk/news/technology-25771760

(not vested)
Research, research and research - Please do your own due diligence (DYODD) before you invest - Any reliance on my analysis is SOLELY at your own risk.
Reply
#30
Decline the PC business seems to be slowing or stabilizing. (the death of Window XP may help)
Data Center and IoT (Internet of Things) businesses look promising.
Mobile and Communication business deosn't look good.

(not vested)
_______________________________________________________________________________________________________________________________________________
1Q2014 Results

•PC Client Group revenue of $7.9 billion, down 1 percent year-over-year
•Data Center Group revenue of $3.1 billion, up 11 percent year-over-year
•Net Income of $1.9 billion, down 5 percent year-over-year
•EPS of 38 cents, down 5 percent year-over-year

SANTA CLARA, Calif., April 15, 2014 -- Intel Corporation today reported first-quarter revenue of $12.8 billion, operating income of $2.5 billion, net income of $1.9 billion and EPS of 38 cents. The company generated approximately $3.5 billion in cash from operations, paid dividends of $1.1 billion, and used $545 million to repurchase 22 million shares of stock.

"In the first quarter we saw solid growth in the data center, signs of improvement in the PC business, and we shipped 5 million tablet processors, making strong progress on our goal of 40 million tablets for 2014," said Intel CEO Brian Krzanich. "Additionally, we demonstrated our further commitment to grow in the enterprise with a strategic technology and business collaboration with Cloudera, we introduced our second-generation LTE platform with CAT6 and other advanced features, and we shipped our first Quark products for the Internet of Things."

Posted by IntelPR in Intel Newsroom on 2014-4-15 13:01:02

Q1 Key Business Unit Trends
•PC Client Group revenue of $7.9 billion, down 8 percent sequentially and down 1 percent year-over-year.
•Data Center Group revenue of $3.1 billion, down 5 percent sequentially and up 11 percent year-over-year.
•Internet of Things Group revenue of $482 million, down 10 percent sequentially and up 32 percent year-over-year.
•Mobile and Communications Group revenue of $156 million, down 52 percent sequentially and down 61 percent year-over-year.
•Software and services operating segments revenue of $553 million, down 6 percent sequentially and up 6 percent year-over-year......................................

http://newsroom.intel.com/community/inte...-over-year

_________________________________________________________________________________________________________________________________________________

Windows XP's Death Will Breathe Life Into Microsoft, Intel And AMD Shares

Apr. 15, 2014 6:05 PM ET

http://seekingalpha.com/article/2143453-...e&uprof=45
Research, research and research - Please do your own due diligence (DYODD) before you invest - Any reliance on my analysis is SOLELY at your own risk.
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#30
Decline the PC business seems to be slowing or stabilizing. (the death of Window XP may help)
Data Center and IoT (Internet of Things) businesses look promising.
Mobile and Communication business deosn't look good.

(not vested)
_______________________________________________________________________________________________________________________________________________
1Q2014 Results

•PC Client Group revenue of $7.9 billion, down 1 percent year-over-year
•Data Center Group revenue of $3.1 billion, up 11 percent year-over-year
•Net Income of $1.9 billion, down 5 percent year-over-year
•EPS of 38 cents, down 5 percent year-over-year

SANTA CLARA, Calif., April 15, 2014 -- Intel Corporation today reported first-quarter revenue of $12.8 billion, operating income of $2.5 billion, net income of $1.9 billion and EPS of 38 cents. The company generated approximately $3.5 billion in cash from operations, paid dividends of $1.1 billion, and used $545 million to repurchase 22 million shares of stock.

"In the first quarter we saw solid growth in the data center, signs of improvement in the PC business, and we shipped 5 million tablet processors, making strong progress on our goal of 40 million tablets for 2014," said Intel CEO Brian Krzanich. "Additionally, we demonstrated our further commitment to grow in the enterprise with a strategic technology and business collaboration with Cloudera, we introduced our second-generation LTE platform with CAT6 and other advanced features, and we shipped our first Quark products for the Internet of Things."

Posted by IntelPR in Intel Newsroom on 2014-4-15 13:01:02

Q1 Key Business Unit Trends
•PC Client Group revenue of $7.9 billion, down 8 percent sequentially and down 1 percent year-over-year.
•Data Center Group revenue of $3.1 billion, down 5 percent sequentially and up 11 percent year-over-year.
•Internet of Things Group revenue of $482 million, down 10 percent sequentially and up 32 percent year-over-year.
•Mobile and Communications Group revenue of $156 million, down 52 percent sequentially and down 61 percent year-over-year.
•Software and services operating segments revenue of $553 million, down 6 percent sequentially and up 6 percent year-over-year......................................

http://newsroom.intel.com/community/inte...-over-year

_________________________________________________________________________________________________________________________________________________

Windows XP's Death Will Breathe Life Into Microsoft, Intel And AMD Shares

Apr. 15, 2014 6:05 PM ET

http://seekingalpha.com/article/2143453-...e&uprof=45
Research, research and research - Please do your own due diligence (DYODD) before you invest - Any reliance on my analysis is SOLELY at your own risk.
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