Chart Predicts This Blue Chip Could Stage a Double-Digit Rally

Intel Corp. (INTC) beat the Street's estimates when it announced its third-quarter results last week. The company reported earnings per share (EPS) of $0.58, beating the consensus estimate of $0.53. Revenue for the quarter was $13.5 billion, which was in line with analysts' expectations. 

In terms of its outlook for the fourth quarter, INTC announced that it expects revenue to come in somewhere around the $13.7 billion mark, while the Street expects fourth-quarter revenue of $14 billion. 

CEO Brian Krzanich was upbeat about the company's third-quarter performance and strategy execution: "We're executing on our strategy to offer an increasingly broad and diverse product portfolio that spans key growth segments. Read more.

 

Intel A New Era Of Mobile Computing Is Here

Intel (INTC) has finally found the magic formula that is going to make it a dominant force in the mobile CPU market. For five long years, Android and iOS device manufacturers ignored Intel's processors and instead used ARM (ARMH) products from Qualcomm (QCOM) or Samsung (SSNLF). However, this is not the case anymore. Intel proved it too can produce a cheap, low-power CPU that is fit to use for smartphones and tablets.

As of October 28, Intel's Bay Trail processor-equipped convertible laptop/tablet Asus T100 is Amazon.com's (AMZN) #2 best-selling "Computer & Accessories" electronic product. This achievement is worth praising because the category covers all laptops and tablet computers including the Kindle Fire. The $399 Asus Transformer T100 has also sold out on Newegg.com. The same thing is happening to other online computer sellers; so many people are buying the Asus T100 that shops are running out of stock. INTC.

Intel: A New Era Of Mobile Computing Is Here

Intel (INTC) has finally found the magic formula that is going to make it a dominant force in the mobile CPU market. For five long years, Android and iOS device manufacturers ignored Intel's processors and instead used ARM (ARMH) products from Qualcomm (QCOM) or Samsung (SSNLF). However, this is not the case anymore. Intel proved it too can produce a cheap, low-power CPU that is fit to use for smartphones and tablets.

As of October 28, Intel's Bay Trail processor-equipped convertible laptop/tablet Asus T100 is Amazon.com's (AMZN) #2 best-selling "Computer & Accessories" electronic product. This achievement is worth praising because the category covers all laptops and tablet computers including the Kindle Fire. The $399 Asus Transformer T100 has also sold out on Newegg.com. The same thing is happening to other online computer sellers; so many people are buying the Asus T100 that shops are running out of stock. INTC

Intel’s Semi-intelligent Strategies for the Future

Intel Corporation (INTC) is the global leader in semiconductor technology. It manufactures microprocessors and chipsets for desktops, portable PCs, servers, and, more recently, for tablets, smartphones and wearable technologies.

Intel is heavily dependent on its PC Client Group business segment, and PC sales have traditionally been a driving force for Intel. However, a secular decline in the PC industry has hurt its profits, and smartphones, tablets and wearable technology will be the key revenue drivers for Intel in the future.

Intel’s microprocessors and chipsets are widely used in PCs, desktops and servers, and their demand drives Intel’s revenues. Due to a decline in the PC industry, Intel’s revenues fell 1.6% year-over-year (YoY) in 2012. Read more.

Wearable Technology: A Technological Fashion Statement!

What if your watch, reading glasses and other accessories were intelligent devices whose capabilities went beyond their conventional use? That is the idea behind ‘wearable technology’, which tech companies are using to incorporate cutting-edge technology into everyday accessories like watches, glasses (Google Glass), wristbands, fabrics, fitness monitors (Fuelband and FitBit), etc.

The different applications of wearable technology were initially limited to the health, fitness and military sectors; but commercial manufacturers are rapidly catching up with their own ideas on how it can be applied in everyday life, as a result, wearable technology is increasingly being fused into chic accessories.

Intense competition and rapid innovation are the primary drivers accelerating a reduction in consumer technology life spans. Products are evolving at exponential rates, and reaching maturity sooner than their predecessors. Read more.

Arrow Enhances Investment in Converged Infrastructure Market in Coordination with Intel Corporation

ENGLEWOOD, Colo.--(BUSINESS WIRE)-- Arrow Electronics Inc. (NYS: ARW) today announced expanded converged infrastructure support including dedicated resources and a strategic alliance with Intel Corp. to assist North America solution providers with x86 market opportunities. Also, Arrow now offers presales engineering services, demand generation, education and highly specialized integration services specifically related to converged infrastructure solution sets through its multidimensional, segment-focused Empower enablement program.

"From our vantage point at the forefront of commercializing technology development, Arrow sees converged infrastructure solutions evolving and gaining traction in the data center," said Sean Kerins, president of Arrow's North American enterprise computing solutions segment. "Arrow is pleased to formalize our long-standing relationship with Intel and enhance the support we provide to solution providers through Arrow's value-added services." Read more

Intel: Apple's A7 Chip Reveals Dangerous Trend

Share price at time of writing: $23.71

The main reason behind my now negative/neutral (down from positive) view of Intel's stock is my realization that the smartphone industry's trend of vertical integration will soon spread to microprocessor design.

In my last article on Intel (INTC), I pitched 20% upside in the following 12 months due to gains in mobile chip market share (here). About a month later, Apple's (AAPL) new iPhone 5s release has revealed technological trends that I think undermine my investment thesis.

With a combination of design and manufacturing improvements, and in cooperation with Samsung (SSNGY.OB), Apple has created by far the fastest mobile chip to date, and it has done so in a way that Intel cannot achieve - by integrating chip design with the rest of its hardware and software design. I believe that this is a trend that Samsung (already does it), Google (GOOG), and Microsoft (MSFT) will eventually have to follow, and with the resources that they each possess, the transition could happen fairly quickly, either through major acquisitions or internal R&D. With this development, Intel's stock is no longer attractive as a long-term hold. Read more