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HZ_Wang
2021-07-26
Sure will be back with confidence
Intel Stock Will Be Back, but It Is Going to Take a While
HZ_Wang
2021-07-21
Apple is the best [Cool]
Apple to release all 5G enabled iPhones for 2022 lineup - Nikkei
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Just not right away.</p>\n<p>The former chip industry leader is now cheap as chips. This after reporting net income of $5.1 billion, $1.24 per share on revenue of $19.6 billion for the June quarter.</p>\n<p>The numbers beat estimates, but investors turned thumbs-down anyway, sending INTC stock down 2.5% overnight.</p>\n<p>INTC stock was due to open July 23 at about $54.50, a market cap of $225 billion. The dividend, not threatened by the earnings, now yields nearly 2.5% and the price to earnings ratio is 12.5. The stock sells for barely three times last year’s sales.</p>\n<p>By contrast <b>Nvidia</b>(NASDAQ:<b><u>NVDA</u></b>), which designs chips but doesn’t own a foundry, is at $196/share after a 4:1 stock split. That’s a market cap of $488 billion, a PE of 92, and the dividend yields .08%. The price to sales ratio is nearly 25.</p>\n<p><b>What Went Wrong With INTC Stock</b></p>\n<p>Intel didn’t get into trouble fast, and it’s not getting out of it fast either.</p>\n<p>CEO Pat Geisinger didn’t rejoin the company until February, after nearly a decade running <b>VMware</b>(NYSE:<b><u>VMW</u></b>). Before that he had been with Intel for 30 years.</p>\n<p>The man he was pushed out for, Brian Krzanich, turned out to be one of the worst CEOs of the last decade. That’s a rogues gallery that includes Virginia Rometty of <b>IBM</b>(NYSE:<b><u>IBM</u></b>), Jeff Immelt of <b>General Electric</b>(NYSE:<b><u>GE</u></b>) and Randall Stephenson of<b>AT&T</b>(NYSE:<b><u>T</u></b>).</p>\n<p>Krzanich ran off competing voices and failed to compete in manufacturing, losing the lead to <b>Taiwan Semiconductor</b>(NYSE:<b><u>TSM</u></b>). He was finally pushed out after a sex scandal.</p>\n<p>Intel’s problems can be summed up in one word: ultraviolet. Taiwan Semiconductor has mastered Extreme Ultraviolet Lithography. It has a road map to make chips with circuit lines 2 nm apart later this decade. That’s thinner than the distance between strands of DNA. Intel is stuck at 10 nm.</p>\n<p>Rather than cede the field to the Taiwanese, whose foundries supply Nvidia,<b>Advanced Micro Devices</b>(NYSE:<b><u>AMD</u></b>) and <b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>), among others, Geisinger is doubling down. He’s putting $20 billion into two new Arizona chip plants. He’s also negotiating the purchase of Global Foundries, the Arab-backed chip foundry, at a price of about $30 billion.</p>\n<p>It’s affordable, but it’s not cheap. Intel had $14.3 billion of operating cash flow in the first half of the year. The company also sent $5.2 billion during the first half to shareholders, in the form of dividends and stock buybacks. The cash flow, and payouts, were both lower than in 2020.</p>\n<p>The current chip shortage sees Nvidia holding the pricing power Intel once had. It is continuing to gain share in data centers, even though clouds were designed to use cheaper chips.</p>\n<p>What bears fear is that Intel could lose even its current pricing power if the chip shortage ends quickly.<b>Texas Instruments</b>(NYSE:<b><u>TXN</u></b>), another chip maker, has said revenues should flatten later this year. Intel’s forecast is that shortages continue, into 2023.</p>\n<p><b>The Bottom Line</b></p>\n<p>I was a huge critic of Krzanich. Iwasn’t a fanof his successor, financial man Robert Swan. I didn’t start recommending Intel again until Geisinger was being recruited.</p>\n<p>Shares rose sharply after Geisinger was hired, to as high as $68 in April, but the honeymoon is over. INTC stock trades today at around $53.</p>\n<p>You don’t have to rush back into Intel, but it’s a good hedge against Nvidia gains. These have been spectacular. It’s up 343% in just the last two years.</p>\n<p>There are no losers because everything is a computer now. I call it the Machine Internet and it’s one of the new decade’s big trends. You don’t need to rush back into Intel but three years from now the current price will look dirt cheap.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel Stock Will Be Back, but It Is Going to Take a While</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel Stock Will Be Back, but It Is Going to Take a While\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 21:04 GMT+8 <a href=https://investorplace.com/2021/07/intc-stock-will-be-back-but-it-is-going-to-take-a-while/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel(NASDAQ:INTC) stock will come good. Just not right away.\nThe former chip industry leader is now cheap as chips. This after reporting net income of $5.1 billion, $1.24 per share on revenue of $...</p>\n\n<a href=\"https://investorplace.com/2021/07/intc-stock-will-be-back-but-it-is-going-to-take-a-while/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://investorplace.com/2021/07/intc-stock-will-be-back-but-it-is-going-to-take-a-while/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170225713","content_text":"Intel(NASDAQ:INTC) stock will come good. Just not right away.\nThe former chip industry leader is now cheap as chips. This after reporting net income of $5.1 billion, $1.24 per share on revenue of $19.6 billion for the June quarter.\nThe numbers beat estimates, but investors turned thumbs-down anyway, sending INTC stock down 2.5% overnight.\nINTC stock was due to open July 23 at about $54.50, a market cap of $225 billion. The dividend, not threatened by the earnings, now yields nearly 2.5% and the price to earnings ratio is 12.5. The stock sells for barely three times last year’s sales.\nBy contrast Nvidia(NASDAQ:NVDA), which designs chips but doesn’t own a foundry, is at $196/share after a 4:1 stock split. That’s a market cap of $488 billion, a PE of 92, and the dividend yields .08%. The price to sales ratio is nearly 25.\nWhat Went Wrong With INTC Stock\nIntel didn’t get into trouble fast, and it’s not getting out of it fast either.\nCEO Pat Geisinger didn’t rejoin the company until February, after nearly a decade running VMware(NYSE:VMW). Before that he had been with Intel for 30 years.\nThe man he was pushed out for, Brian Krzanich, turned out to be one of the worst CEOs of the last decade. That’s a rogues gallery that includes Virginia Rometty of IBM(NYSE:IBM), Jeff Immelt of General Electric(NYSE:GE) and Randall Stephenson ofAT&T(NYSE:T).\nKrzanich ran off competing voices and failed to compete in manufacturing, losing the lead to Taiwan Semiconductor(NYSE:TSM). He was finally pushed out after a sex scandal.\nIntel’s problems can be summed up in one word: ultraviolet. Taiwan Semiconductor has mastered Extreme Ultraviolet Lithography. It has a road map to make chips with circuit lines 2 nm apart later this decade. That’s thinner than the distance between strands of DNA. Intel is stuck at 10 nm.\nRather than cede the field to the Taiwanese, whose foundries supply Nvidia,Advanced Micro Devices(NYSE:AMD) and Apple(NASDAQ:AAPL), among others, Geisinger is doubling down. He’s putting $20 billion into two new Arizona chip plants. He’s also negotiating the purchase of Global Foundries, the Arab-backed chip foundry, at a price of about $30 billion.\nIt’s affordable, but it’s not cheap. Intel had $14.3 billion of operating cash flow in the first half of the year. The company also sent $5.2 billion during the first half to shareholders, in the form of dividends and stock buybacks. The cash flow, and payouts, were both lower than in 2020.\nThe current chip shortage sees Nvidia holding the pricing power Intel once had. It is continuing to gain share in data centers, even though clouds were designed to use cheaper chips.\nWhat bears fear is that Intel could lose even its current pricing power if the chip shortage ends quickly.Texas Instruments(NYSE:TXN), another chip maker, has said revenues should flatten later this year. Intel’s forecast is that shortages continue, into 2023.\nThe Bottom Line\nI was a huge critic of Krzanich. Iwasn’t a fanof his successor, financial man Robert Swan. I didn’t start recommending Intel again until Geisinger was being recruited.\nShares rose sharply after Geisinger was hired, to as high as $68 in April, but the honeymoon is over. INTC stock trades today at around $53.\nYou don’t have to rush back into Intel, but it’s a good hedge against Nvidia gains. These have been spectacular. It’s up 343% in just the last two years.\nThere are no losers because everything is a computer now. I call it the Machine Internet and it’s one of the new decade’s big trends. You don’t need to rush back into Intel but three years from now the current price will look dirt cheap.","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176925089,"gmtCreate":1626855980741,"gmtModify":1633770374302,"author":{"id":"3584358030347021","authorId":"3584358030347021","name":"HZ_Wang","avatar":"https://static.tigerbbs.com/2df9e8e2552b0c2b5b8c8478f5d84c34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584358030347021","idStr":"3584358030347021"},"themes":[],"htmlText":"Apple is the best [Cool] ","listText":"Apple is the best [Cool] ","text":"Apple is the best [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176925089","repostId":"2153066615","repostType":4,"repost":{"id":"2153066615","pubTimestamp":1626838620,"share":"https://www.laohu8.com/m/news/2153066615?lang=&edition=full","pubTime":"2021-07-21 11:37","market":"us","language":"en","title":"Apple to release all 5G enabled iPhones for 2022 lineup - Nikkei","url":"https://stock-news.laohu8.com/highlight/detail?id=2153066615","media":"StreetInsider","summary":"(Reuters) - All iPhones released next year will be 5G-capable, including Apple's first revamp of its","content":"<p>(Reuters) - All iPhones released next year will be 5G-capable, including Apple's first revamp of its budget handset in two years, Nikkei reported on Wednesday, citing sources familiar with the matter.</p>\n<p>The company will not introduce any new 4G models from 2022, the report said.</p>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple to release all 5G enabled iPhones for 2022 lineup - Nikkei</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple to release all 5G enabled iPhones for 2022 lineup - Nikkei\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 11:37 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=18700318><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - All iPhones released next year will be 5G-capable, including Apple's first revamp of its budget handset in two years, Nikkei reported on Wednesday, citing sources familiar with the matter....</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18700318\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","03086":"华夏纳指","AAPL":"苹果"},"source_url":"https://www.streetinsider.com/dr/news.php?id=18700318","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153066615","content_text":"(Reuters) - All iPhones released next year will be 5G-capable, including Apple's first revamp of its budget handset in two years, Nikkei reported on Wednesday, citing sources familiar with the matter.\nThe company will not introduce any new 4G models from 2022, the report said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":800416540,"gmtCreate":1627311959480,"gmtModify":1633766220782,"author":{"id":"3584358030347021","authorId":"3584358030347021","name":"HZ_Wang","avatar":"https://static.tigerbbs.com/2df9e8e2552b0c2b5b8c8478f5d84c34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584358030347021","authorIdStr":"3584358030347021"},"themes":[],"htmlText":"Sure will be back with confidence ","listText":"Sure will be back with confidence ","text":"Sure will be back with confidence","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800416540","repostId":"1170225713","repostType":4,"repost":{"id":"1170225713","pubTimestamp":1627304646,"share":"https://www.laohu8.com/m/news/1170225713?lang=&edition=full","pubTime":"2021-07-26 21:04","market":"us","language":"en","title":"Intel Stock Will Be Back, but It Is Going to Take a While","url":"https://stock-news.laohu8.com/highlight/detail?id=1170225713","media":"InvestorPlace","summary":"INTC stock is cheap, but its foundry problems will take years to fix","content":"<p><b>Intel</b>(NASDAQ:<b><u>INTC</u></b>) stock will come good. Just not right away.</p>\n<p>The former chip industry leader is now cheap as chips. This after reporting net income of $5.1 billion, $1.24 per share on revenue of $19.6 billion for the June quarter.</p>\n<p>The numbers beat estimates, but investors turned thumbs-down anyway, sending INTC stock down 2.5% overnight.</p>\n<p>INTC stock was due to open July 23 at about $54.50, a market cap of $225 billion. The dividend, not threatened by the earnings, now yields nearly 2.5% and the price to earnings ratio is 12.5. The stock sells for barely three times last year’s sales.</p>\n<p>By contrast <b>Nvidia</b>(NASDAQ:<b><u>NVDA</u></b>), which designs chips but doesn’t own a foundry, is at $196/share after a 4:1 stock split. That’s a market cap of $488 billion, a PE of 92, and the dividend yields .08%. The price to sales ratio is nearly 25.</p>\n<p><b>What Went Wrong With INTC Stock</b></p>\n<p>Intel didn’t get into trouble fast, and it’s not getting out of it fast either.</p>\n<p>CEO Pat Geisinger didn’t rejoin the company until February, after nearly a decade running <b>VMware</b>(NYSE:<b><u>VMW</u></b>). Before that he had been with Intel for 30 years.</p>\n<p>The man he was pushed out for, Brian Krzanich, turned out to be one of the worst CEOs of the last decade. That’s a rogues gallery that includes Virginia Rometty of <b>IBM</b>(NYSE:<b><u>IBM</u></b>), Jeff Immelt of <b>General Electric</b>(NYSE:<b><u>GE</u></b>) and Randall Stephenson of<b>AT&T</b>(NYSE:<b><u>T</u></b>).</p>\n<p>Krzanich ran off competing voices and failed to compete in manufacturing, losing the lead to <b>Taiwan Semiconductor</b>(NYSE:<b><u>TSM</u></b>). He was finally pushed out after a sex scandal.</p>\n<p>Intel’s problems can be summed up in one word: ultraviolet. Taiwan Semiconductor has mastered Extreme Ultraviolet Lithography. It has a road map to make chips with circuit lines 2 nm apart later this decade. That’s thinner than the distance between strands of DNA. Intel is stuck at 10 nm.</p>\n<p>Rather than cede the field to the Taiwanese, whose foundries supply Nvidia,<b>Advanced Micro Devices</b>(NYSE:<b><u>AMD</u></b>) and <b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>), among others, Geisinger is doubling down. He’s putting $20 billion into two new Arizona chip plants. He’s also negotiating the purchase of Global Foundries, the Arab-backed chip foundry, at a price of about $30 billion.</p>\n<p>It’s affordable, but it’s not cheap. Intel had $14.3 billion of operating cash flow in the first half of the year. The company also sent $5.2 billion during the first half to shareholders, in the form of dividends and stock buybacks. The cash flow, and payouts, were both lower than in 2020.</p>\n<p>The current chip shortage sees Nvidia holding the pricing power Intel once had. It is continuing to gain share in data centers, even though clouds were designed to use cheaper chips.</p>\n<p>What bears fear is that Intel could lose even its current pricing power if the chip shortage ends quickly.<b>Texas Instruments</b>(NYSE:<b><u>TXN</u></b>), another chip maker, has said revenues should flatten later this year. Intel’s forecast is that shortages continue, into 2023.</p>\n<p><b>The Bottom Line</b></p>\n<p>I was a huge critic of Krzanich. Iwasn’t a fanof his successor, financial man Robert Swan. I didn’t start recommending Intel again until Geisinger was being recruited.</p>\n<p>Shares rose sharply after Geisinger was hired, to as high as $68 in April, but the honeymoon is over. INTC stock trades today at around $53.</p>\n<p>You don’t have to rush back into Intel, but it’s a good hedge against Nvidia gains. These have been spectacular. It’s up 343% in just the last two years.</p>\n<p>There are no losers because everything is a computer now. I call it the Machine Internet and it’s one of the new decade’s big trends. You don’t need to rush back into Intel but three years from now the current price will look dirt cheap.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel Stock Will Be Back, but It Is Going to Take a While</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel Stock Will Be Back, but It Is Going to Take a While\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 21:04 GMT+8 <a href=https://investorplace.com/2021/07/intc-stock-will-be-back-but-it-is-going-to-take-a-while/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel(NASDAQ:INTC) stock will come good. Just not right away.\nThe former chip industry leader is now cheap as chips. This after reporting net income of $5.1 billion, $1.24 per share on revenue of $...</p>\n\n<a href=\"https://investorplace.com/2021/07/intc-stock-will-be-back-but-it-is-going-to-take-a-while/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://investorplace.com/2021/07/intc-stock-will-be-back-but-it-is-going-to-take-a-while/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170225713","content_text":"Intel(NASDAQ:INTC) stock will come good. Just not right away.\nThe former chip industry leader is now cheap as chips. This after reporting net income of $5.1 billion, $1.24 per share on revenue of $19.6 billion for the June quarter.\nThe numbers beat estimates, but investors turned thumbs-down anyway, sending INTC stock down 2.5% overnight.\nINTC stock was due to open July 23 at about $54.50, a market cap of $225 billion. The dividend, not threatened by the earnings, now yields nearly 2.5% and the price to earnings ratio is 12.5. The stock sells for barely three times last year’s sales.\nBy contrast Nvidia(NASDAQ:NVDA), which designs chips but doesn’t own a foundry, is at $196/share after a 4:1 stock split. That’s a market cap of $488 billion, a PE of 92, and the dividend yields .08%. The price to sales ratio is nearly 25.\nWhat Went Wrong With INTC Stock\nIntel didn’t get into trouble fast, and it’s not getting out of it fast either.\nCEO Pat Geisinger didn’t rejoin the company until February, after nearly a decade running VMware(NYSE:VMW). Before that he had been with Intel for 30 years.\nThe man he was pushed out for, Brian Krzanich, turned out to be one of the worst CEOs of the last decade. That’s a rogues gallery that includes Virginia Rometty of IBM(NYSE:IBM), Jeff Immelt of General Electric(NYSE:GE) and Randall Stephenson ofAT&T(NYSE:T).\nKrzanich ran off competing voices and failed to compete in manufacturing, losing the lead to Taiwan Semiconductor(NYSE:TSM). He was finally pushed out after a sex scandal.\nIntel’s problems can be summed up in one word: ultraviolet. Taiwan Semiconductor has mastered Extreme Ultraviolet Lithography. It has a road map to make chips with circuit lines 2 nm apart later this decade. That’s thinner than the distance between strands of DNA. Intel is stuck at 10 nm.\nRather than cede the field to the Taiwanese, whose foundries supply Nvidia,Advanced Micro Devices(NYSE:AMD) and Apple(NASDAQ:AAPL), among others, Geisinger is doubling down. He’s putting $20 billion into two new Arizona chip plants. He’s also negotiating the purchase of Global Foundries, the Arab-backed chip foundry, at a price of about $30 billion.\nIt’s affordable, but it’s not cheap. Intel had $14.3 billion of operating cash flow in the first half of the year. The company also sent $5.2 billion during the first half to shareholders, in the form of dividends and stock buybacks. The cash flow, and payouts, were both lower than in 2020.\nThe current chip shortage sees Nvidia holding the pricing power Intel once had. It is continuing to gain share in data centers, even though clouds were designed to use cheaper chips.\nWhat bears fear is that Intel could lose even its current pricing power if the chip shortage ends quickly.Texas Instruments(NYSE:TXN), another chip maker, has said revenues should flatten later this year. Intel’s forecast is that shortages continue, into 2023.\nThe Bottom Line\nI was a huge critic of Krzanich. Iwasn’t a fanof his successor, financial man Robert Swan. I didn’t start recommending Intel again until Geisinger was being recruited.\nShares rose sharply after Geisinger was hired, to as high as $68 in April, but the honeymoon is over. INTC stock trades today at around $53.\nYou don’t have to rush back into Intel, but it’s a good hedge against Nvidia gains. These have been spectacular. It’s up 343% in just the last two years.\nThere are no losers because everything is a computer now. I call it the Machine Internet and it’s one of the new decade’s big trends. You don’t need to rush back into Intel but three years from now the current price will look dirt cheap.","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176925089,"gmtCreate":1626855980741,"gmtModify":1633770374302,"author":{"id":"3584358030347021","authorId":"3584358030347021","name":"HZ_Wang","avatar":"https://static.tigerbbs.com/2df9e8e2552b0c2b5b8c8478f5d84c34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584358030347021","authorIdStr":"3584358030347021"},"themes":[],"htmlText":"Apple is the best [Cool] ","listText":"Apple is the best [Cool] ","text":"Apple is the best [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176925089","repostId":"2153066615","repostType":4,"repost":{"id":"2153066615","pubTimestamp":1626838620,"share":"https://www.laohu8.com/m/news/2153066615?lang=&edition=full","pubTime":"2021-07-21 11:37","market":"us","language":"en","title":"Apple to release all 5G enabled iPhones for 2022 lineup - Nikkei","url":"https://stock-news.laohu8.com/highlight/detail?id=2153066615","media":"StreetInsider","summary":"(Reuters) - All iPhones released next year will be 5G-capable, including Apple's first revamp of its","content":"<p>(Reuters) - All iPhones released next year will be 5G-capable, including Apple's first revamp of its budget handset in two years, Nikkei reported on Wednesday, citing sources familiar with the matter.</p>\n<p>The company will not introduce any new 4G models from 2022, the report said.</p>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple to release all 5G enabled iPhones for 2022 lineup - Nikkei</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple to release all 5G enabled iPhones for 2022 lineup - Nikkei\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 11:37 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=18700318><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - All iPhones released next year will be 5G-capable, including Apple's first revamp of its budget handset in two years, Nikkei reported on Wednesday, citing sources familiar with the matter....</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18700318\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","03086":"华夏纳指","AAPL":"苹果"},"source_url":"https://www.streetinsider.com/dr/news.php?id=18700318","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153066615","content_text":"(Reuters) - All iPhones released next year will be 5G-capable, including Apple's first revamp of its budget handset in two years, Nikkei reported on Wednesday, citing sources familiar with the matter.\nThe company will not introduce any new 4G models from 2022, the report said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
