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Intel Corporation (INTC)

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57.58-1.67 (-2.82%)
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  • J
    JayN
    tiger lake-h35 performance numbers appearing, mentioned in notebookcheck article, "Leaked Intel Core i7-11375H single-core figures look promising — 19% higher than Core i7-10750H and nearly 27% faster than AMD Ryzen 7 4800HS"
  • L
    Leong
    Intel has licenses to do business with Huawei revoked - Reuters
    Jan. 18, 2021 4:48 AMIntel Corporation (INTC)By: Yoel Minkoff, SA News Editor
    The Trump administration has notified Huawei suppliers, including chipmaker Intel (NASDAQ:INTC), that it is revoking certain licenses to sell to the telecom equipment supplier, sources told Reuters. The administration also intends to reject dozens of other applications to supply the Chinese company, escalating tensions with Beijing during its final days in office.
    Backdrop: The U.S. put Huawei on a Commerce Department "entity list" in May 2019, restricting suppliers from selling American goods and technology to the firm. Some sales like semiconducters required licenses as Washington intensified its crackdown on the company, which it labeled a national security threat.
    The latest action is likely to be the last against Huawei under President Trump, with Joe Biden taking the oath of office on Wednesday. It will also play out in the early days of the Biden administration (unless he decides to cancel the order).
    Companies that received the "intent to deny" notices about supplying Huawei have 20 days to respond, and the Commerce Department has 45 days to advise them of any change in a decision or it becomes final. Companies would then have another 45 days to appeal.
    Last week, the Trump administration added smartphone maker Xiaomi to a blacklist of alleged Chinese military companies, restricting American investors from buying the company's shares or related securities.
  • c
    ch2000
    $INTC $BA $CMCSA Should I sell or should I hold (featuring The Clash)?
  • C
    Cornerlot
    One year ago this week Mobileye said it shipped 17.4 million systems 2019, which means 17.4 million customers bought cars with Mobileye's cameras, chips, and software. That number is growing as Road Assist is gaining popularity in the auto industry. Maybe the way to look at INTC is you get Mobileye for the $50 per share price and the rest of INTC is a bonus. That makes INTC seem really undervalued.
  • e
    edca
    The reason why Intel is so undervalued now is because of the lack of confidence in its roadmap 3,5 years from now. The new CEO helped gaining back the confidence hence the stock price is up. It's that simple.

    I don't see why with booming of computing platforms (data center, dGPU, AI, ADAS, 5G, etc.) Intel can not be priced similar to the industry. With PE of only 20 Intel's valuation should be tripled in 3-5 years, given income growth of just 10% per year.
  • j
    joe
    Mobileye was the greatest forward thinking acquisition. This acquisition will drive this stock for the next 25 years.
  • V
    V
    Some implied moves for #earnings next week:

    $NFLX 7.9%
    $GS 4.5%
    $BAC 4.5%
    $JBHT 8.3%
    $MS 4.5%
    $UNH 3.9%
    $CTXS 6.6%
    $INTC 6.3%
    $IBM 4.9%
    $ISRG 5.2%
    $FCEL 37.2%
    $PG 3.2%
    $HAL 7.1%
    $ASML 4.7%
    $AA 9.7%
    $BK 4.5%
    $USB 3.7%
    $TRV 6.7%
    $ALLY 10.5%
    $DFS 5.8%
    $EDU 11.5%
  • L
    Lion's Share
    Party has just started. From the press release:

    With today’s CEO announcement, Intel also said that fourth-quarter revenue and profits will exceed prior guidance, and the company said it has “made strong progress” on its 7 nm process technology. The company will report fourth-quarter results on Jan. 21
  • J
    JayN
    I'm still trying to guess what will be the use of the PCIE5 lanes rumored to be on the Alder Lake chip.

    The Dec 16, 2020 blocksandfiles article, "Intel launches three new Optane drives. One is world’s fastest data centre SSD", states that the coming Crow Pass Optane PMEM is used with Sapphire Rapids and supports PCIE5.

    I thought PMEM support implies through a 2LM memory controller, so the reference to PCIE5 is puzzling.

    I wonder if Alder Lake adds support to access Crow Pass PMEM via PCIE5. That would be an interesting feature if the accesses to PMEM are redirected transparently by the memory controller.
  • A
    Anonymous
    Intel just announced 4th quarter revenue to be above prior guidance
  • J
    JayN
    theVerge has article, "Nvidia and AMD address the great GPU shortage", echoing $AMD Dr Su's sentiment about continuing shortages, in her Anandtech interview yesterday. In AMD's case it is also coming down to decisions between supplying their big OEM partners and their end users... similar to Intel's capacity issues in 2019 and 2020 ... and having to cede consumer desktop segment and low end and educational pcs during that time. It is ironic that AMD seems to be faced with the same choices now and it is Intel's capacity expansion over the last three years, rather than the dimensions of its transistors, that enables Intel to respond to the increased demand.
  • E
    Ehren.yaeger
    Do any of you recall what P/E Mr Market had awarded INTC during 2015/16 when AMD was nearly went out of business? And therefore the future was just INTC at that time. Trying to make sense of the way the market is valuing INTC. Thank you.
  • A
    Ankit
    Credit Suisse raises price target to 80$ from 65$ 'Outperform'
  • F
    Fluteman_Greg
    Intel upgraded again this morning by BMO Capital, PT raised from $50 to $70. Shares up premarket 2.5%
  • H
    HE
    Let’s be honest! Some investors may want to wait longer for positive operating results, but that is like trying to time the market, which usually is a “no, no”. Intel has a great “base” with minimal downsize risk at their PE. Why not invest some now, because it is a good value, and invest more later, after they prove this was a good move! I have owned and bought and sold Intel for 25 years. It has been very good to me. I look forward to this change at this time!
  • A
    Anonymous
    Cramer see the change in Intel's CEO as a buying opportunity for AMD! Oh really? Let’s see what the market has to say about that. After his astute prognosis, Intel is moving up and AMD is moving down. My prognosis is that Cramer has neglected to mention that he is heavily invested in AMD and doesn’t want to endorse Intel until he has had a chance to rearrange his portfolio. I could be wrong, but on the other hand, I could be right.
  • B
    Bobby
    100 before AMD.
  • Y
    Yeah Pete!
    With mobileye and self driving taxi software can take this to a trillion market cap. Too ez. folks too easy. This one will be big for the next 2 years watch and learn!