Bank Of America (BAC)

WTF?  Today they announce, do to an accounting error, they aren't raising their Dividend and are suspending the increased share buy back.   Now I have egg on my face!  Goes to show you never know what news can come out to change the share price of any company.  Just making educated guesses with Stock Market Investing.  I still love their story long term so this may be a short term sale to get in at a good low price.  Good luck investing.  Tony

Intel (INTC)

Intel, like the market, corrected this week.  This is a great time to get into the company for the long haul.  They are really staring to get traction in the Tablet chip market space. I believe the 40 million chip goal of theirs will be surpassed.  I think we will see $30 a share before 2015.  Good luck investing.  Tony

Bank of America (BAC)

I am recommending a new stock today, Bank of America (BAC).  They just got government approval to start paying a "Real" dividend again, as opposed to the 1 cent a share they have been paying since 2008. With the market correction this week the stock has made a big correction.  From close to $18 a share down to the $15 range.  It's a sale so back up the truck and buy it here for the long haul.  Over the next few years the stock will rise as they keep raising their dividend and buy back shares.  Over this week I will write some more articles about this company.  Thanks for reading and good luck investing.  Tony

Intel Update

Great news for Intel (INTC) this week.  Microsoft has announced they will give away Windows 8 to phone and tablet manufacturers.  This is huge for them being this was the problem with Windows 8 tablets having a higher selling price than Android and Apple Tablets.  I now believe they will have their chips in more than the original 40 million tablets they projected.  If this happens the damn will finally burst on their share price.  This and I believe they will raise their dividend later this year.  Right now collect the 3.6% yield and wait for the break out to the upside.  This was a down week on wall street yet the shares were up anyway.  That is another positive sign that the stock is ready for a short term upside move.  Thanks for reading and good luck investing.  Tony

Intel

Intel (INTC) has been on the move this week.  It crossed the all important $25 a share level and held above it all week. I take this as a great technical short time sign. You can make money in this one short or long term.  Buy here and collect the 3.6% dividend while you wait.  Good luck investing.  Tony

Intel

Intel has finally broken through the $25 a share level.  I see it testing the $28 level this year.  Don't miss this great opportunity to buy a super blue chip paying almost a 4% dividend!  Buy and hold forever. It works for Warren Buffet!  Good luck investing.  Tony

Intel

Does AMD Stand a Chance Against Intel's Cherry Trail?

By Ashraf Eassa | More Articles
March 13, 2014 | Comments (1)

At Intel's (NASDAQ: INTC  ) investor meeting, CFO Stacy Smith was keen to highlight the cost savings in the low-end PC space in moving from its Bay Trail-M/D products to the Celeron version of its Broxton system-on-chip, which was designed primarily for smartphones and tablets. Indeed, according to the following graphic, the cost reduction from the current-generation Bay Trail-M/D to Broxton, a 2015 product, is on the order of 37%.

(Source: Intel)

What about Cherry Trail?
The above chart has Intel moving from the 22-nanometer Bay Trail to the 14-nanometer Broxton, completely skipping over Cherry Trail, the successor to Bay Trail in tablets, shown in Intel's most recent mobile roadmap.

(Source: Intel)

It's understandable that Intel would skip doing a Cherry Trail-based smartphone chip as the company attempts to accelerate to leadership with Broxton. But it has always been odd that Intel had implied that it would be skipping over Cherry Trail for low-end notebook and desktop PCs. After all, Cherry Trail – from some of the leaked specifications thus far – seems like it would be a more-than-potent successor to Intel's current Bay Trail-M/D lines for low-end notebooks and desktops, respectively. It turns out that the company is indeed bringing out Cherry Trail-M/D.
The evidence is crystal clear
A website known as Zauba allows users to track products that are imported into and exported out of India. In doing a search for anything related to a potential Cherry Trail-M/D part, the following came up:

(Source: Zauba)

It looks as though Intel has every intention of bringing to market a 14-nanometer, Cherry Trail-based line of low-end PC processors. This is great news for Intel and its PC margins, as these chips should be extremely small and cheap to make. Unfortunately, it's not so fantastic news for Intel's weaker rival, Advanced Micro Devices (NYSE: AMD  ) , particularly as Cherry Trail will not just be cheap to make, but will be extremely low-power and feature a significantly overhauled graphics engine.
AMD is stuck
Today, AMD competes at the low end against Intel's Bay Trail-M/D with a part known as Kabini. This is a 28-nanometer SoC based on the Jaguar CPU core and AMD's in-house Radeon graphics IP. While it offers higher graphics performance than Intel's part -- and roughly equivalent CPU performance -- it consumes a lot more power. In addition, Intel is building these chips on 22-nanometer manufacturing plants that have been paid for by the company's Ivy Bridge and Haswell generation of PC processors. AMD, on the other hand, needs to hand the foundry margin over to Taiwan Semiconductor (NYSE: TSM  ) , which impacts its ability to engage in a price war profitably with Intel.
When Intel moves to 14-nanometer, the chipmaker will have roughly a two-generation manufacturing lead. That means Intel will be able to pack far more features into far less of a die area than AMD can at 28nm. Further, Intel's Cherry Trail is likely to neutralize or perhaps even reverse the graphics advantage that AMD currently enjoys, but it will be able to do so in a much tighter power envelope. It's just not a pretty situation for AMD, which makes it difficult to believe in an AMD share-maintenance story, let alone a share-growth story in PCs.
Foolish bottom line
AMD is doing the best it can, but the deck really is stacked against the company. With Intel aggressively fighting with Bay Trail-M/D today and with plans to transition to Cherry Trail-M/D presumably by the holiday season, can AMD's much-hyped Beema/Mullins really stand a chance?