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Recycling Old Girlfriends

RobotTrader's picture




 

Amazing how these fund managers love to chase these 1999 hookers like INTC, all hoping to catch the next 300% gain in the SOX as so many remember from the old days.  No different than calling that old girlfriend 10 years later, expecting her to look and act the same when she was younger.

Old habits die hard, as these Fumble Managers running Fidelity, Putnam, Janus, etc. are all reveling in the days when INTC had stick arms, ample firm breasts, a stomach flat enough to bounce a quarter off of, and was more than willing to partake in various fantasies.  This is what you remember about INTC, the original semiconductor "Supermodel"..

However, after the reunion 10 years later, you are disappointed to find out that she's turned into an old hag, looks good dressed up but you would not want to see her with her clothes off.  And never mind the 10 years worth of new baggage she's carrying around.

 

Intel sees Q4 revenue of $10.1 bln, Q3 revenue $9.9 bln vs $10.2 bln.

Translation:  Oops, looks like she gained some weight, she doesn't look near as hot as she used to.

Intel Q3 net income 33c vs. 35c

Translation:  Uhh, her breasts have expanded but now they are sagging, bummer....

Intel sees Q4 R&D spending of $2.9 bln

Translation:  More Botox, more facelifts, and more plastic surgery required.

 

After hours, is she going to look like this???

 

 

 

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Tue, 10/13/2009 - 16:54 | 98009 ChickenTeriyakiBoy
ChickenTeriyakiBoy's picture

great post

Tue, 10/13/2009 - 18:30 | 98124 etrader
etrader's picture

karen tso is another cnbc asset :-)

Tue, 10/13/2009 - 17:05 | 98022 naiverealist
naiverealist's picture

Fantastic metaphor for INTC!

Tue, 10/13/2009 - 17:17 | 98034 Miles Kendig
Miles Kendig's picture

Out did yourself today Robo. Hit it right out of the park.

Tue, 10/13/2009 - 20:08 | 98193 Unscarred
Unscarred's picture

Bravo, Roboto!  That was G.D. funny!

Tue, 10/13/2009 - 17:18 | 98039 Sancho Ponzi
Sancho Ponzi's picture

Plastic surgery ain't cheap, and there's not much profit margin in Atoms for McNotebooks

Tue, 10/13/2009 - 17:20 | 98044 Lionhead
Lionhead's picture

OMG    Arggggggggghhhhhhhhhhh!!!!!

Tue, 10/13/2009 - 17:22 | 98048 Trader Joe
Trader Joe's picture

BWAHAHAHAHAHA

Tue, 10/13/2009 - 17:26 | 98054 Zé Cacetudo
Zé Cacetudo's picture

Damn, that ain't nothin' nice!

Where's that picture of the 60 year-old blonde in the bikini on the beach with the saggy fake tits gone? It would make a good example alongside this set!

Tue, 10/13/2009 - 17:36 | 98064 Anonymous
Anonymous's picture

Yeah, I'm calling bullshit on your whole analogy.

Intel is a well run company that earlier this year was selling at a clearly good price. I don't think there are many people who expect to make 300% on INTC but it's not often such a clearly low risk trade comes along as buying INTC below $13 or so.

I know you like posting pics of the ladies, but maybe you should start posting on some porn websites, cause your market commentary is half-assed.

Tue, 10/13/2009 - 18:47 | 98135 ghostfaceinvestah
ghostfaceinvestah's picture

I guess a 47 P/E looks good to you.

The analogy to 1999 is very apt.

Tue, 10/13/2009 - 20:05 | 98188 Booger Smoot
Booger Smoot's picture

P/E ratio?  Does that have any meaning anymore? Just buy those Beanie Babies!

Wed, 10/14/2009 - 06:36 | 98514 Anonymous
Anonymous's picture

Anyway, INTC left a gap back at 15,
so sooner or later it's going there and
probably below..hell, Alcoa's got a
gap back near its low. If you think these
old ladies have become young chicks,
buy em and hold em for the long term:)
Bwahahahahahahaha:)

Tue, 10/13/2009 - 21:10 | 98276 Anonymous
Anonymous's picture

That's based on old data. If they can keep their earnings at the present level the p/e would be just over 16.

Tue, 10/13/2009 - 20:46 | 98236 Anonymous
Anonymous's picture

yes yes yes

Tue, 10/13/2009 - 20:54 | 98252 Julia
Julia's picture

Get a life!

Tue, 10/13/2009 - 23:32 | 98415 Bankster T Cubed
Bankster T Cubed's picture

ha!   moron

Tue, 10/13/2009 - 23:51 | 98425 Cheeky Bastard
Cheeky Bastard's picture

if Intel,AMD ( to a lesser extent ) and the likes, don't PERFECT the nanotechnological aspect of developing processors; they are basically dead in 10 yrs time. Kurzweil, Gates etc may talk about exponential development all the like but it is simply not true. To even speed up 10% it requires 25% more resources for the RnD department. There was seemingly a breakthrough in the early 00's, but the guy was just a fraud. Intel is THE best long term short in this market and a company which needs to develop in order to survive. It is THE only way they can function. If the development goes ( and it is likely to be so, considering that the limit of silicon base processor is only 10% away ), so does Intel.

Wed, 10/14/2009 - 15:02 | 98999 brandy night rocks
brandy night rocks's picture

I like INTC as a long-term short, but THE best LT short in this mug has gotta be DRN.

Tue, 10/13/2009 - 17:47 | 98073 Leo Kolivakis
Leo Kolivakis's picture

Dow will smash through 10,000 this week...INTC up 5% in AH. Ze games  are just beginning, pop the valium, performance anxiety is reaching a fever pitch. As for semis, they are due for a major run-up.... buy the Ultra Semiconductor ProShares (USD) and ride her up. A little enhancement never hurt anyone!

Tue, 10/13/2009 - 17:51 | 98079 nope-1004
nope-1004's picture

Reminds me of that Seinfeld episode where Jerry's girlfriend looks so different under different lighting conditions.  Hilarious.

 

Now KLG always looked like shit, as far as I'm concerned.  The pissy attitude over-rides all (or any) looks on that beyotch.

Tue, 10/13/2009 - 17:55 | 98082 Anonymous
Anonymous's picture

Whats up with the chip sales? I thought everyone had a computer by now! Maybe we live in a world where you don't even have to cook the books, someone tells you the projection for cooked books looks good and the stock goes up!

Tue, 10/13/2009 - 17:56 | 98084 Anonymous
Anonymous's picture

kudos

Tue, 10/13/2009 - 18:00 | 98089 Anonymous
Anonymous's picture

Whats up with the chip sales? I thought everyone had a computer by now! Maybe we live in a world where you don't even have to cook the books, someone tells you the projection for cooked books looks good and the stock goes up!

Wed, 10/14/2009 - 00:00 | 98432 MsCreant
Wed, 10/14/2009 - 10:04 | 98617 torabora
torabora's picture

Barak Hussein Obama's half brother lives in a dirt floor hut in Kenya on a dollar a month. I bet he doesn't have a computer. You're probably gonna be taxed to buy him one too. His hut will then sport a sign proclaiming "Intel Inside"

Wed, 10/14/2009 - 15:51 | 99079 Anonymous
Anonymous's picture

He may not have a computer but he has a chicken and that's much more useful.

Tue, 10/13/2009 - 18:15 | 98093 Racer
Racer's picture

Last week it was Alcoa that stormed the futures higher but now AA is back where it started before the results, but the market is ramped higher on the back on INTC, now I wonder how long the INTC share price will hold after this initial push but the market will be kept higher to offload the next lot to the greater fools, oh and on a p/e of  47, what great value to buy at

Wed, 10/14/2009 - 00:33 | 98450 Anonymous
Anonymous's picture

Good point on AA.  I thought it was an even bet that reality still existed somewhere in a parallel Universe, or in one of CB's "other worlds".  AA shot up on its projections and performance related to sales to the automotive industry, which was, of course, C4C based.  September SAAR brought it all home, and what little money is left had to go find a new fantasy in the form of INTC.

Remember "money on the sidelines"?  When every last fund manager is fully invested, and QE stops, who is going to buy?  The consumer MIGHT be able to afford a new computer to use for paper day trading, or instead he or she can place money in a fund and let someone else trade it, but not both.

The question is will the 30% down day that is surely in our future be from here or from 11000 Dow?

Tue, 10/13/2009 - 18:10 | 98099 Anonymous
Anonymous's picture

KLG would be happy for FG to do her like she was the hooker that busted FG..........

Tue, 10/13/2009 - 18:16 | 98105 hp12c
hp12c's picture

Hey, she "exceeds expectations"..If you're the horny, bald, pot-gutted  analysist looking at the pickings in the shadows at last call at the bar... 

The first thing I zeroed in when I read the stats was the decline in revenue, but MSM is cheerleading the "better than expected" results..

Tue, 10/13/2009 - 18:24 | 98120 Cheeky Bastard
Cheeky Bastard's picture

the new word for the ladies who work in the pleasure providing industry is; whooker; whookers. This new language string was created on  saturday during Radio ZH. Whooker is a hybrid of whore and hooker; a whooker. 

Tue, 10/13/2009 - 18:48 | 98136 Village Idiot
Village Idiot's picture

Slut + whore = sluor. 

Tue, 10/13/2009 - 18:50 | 98137 Village Idiot
Village Idiot's picture

choice + bonus = chonus.  As in "that's chonus, dude"

Tue, 10/13/2009 - 18:53 | 98138 Village Idiot
Village Idiot's picture

Why does it look like kathy and her cleavage had a stroke? 

Tue, 10/13/2009 - 19:03 | 98143 Cheeky Bastard
Cheeky Bastard's picture

that's because they did

Tue, 10/13/2009 - 21:30 | 98303 Cheeky Bastard
Cheeky Bastard's picture

her face look 20 yrs younger than the rest of her; but IMHO; she is still a beautiful woman.

Tue, 10/13/2009 - 19:40 | 98173 Gordon_Gekko
Gordon_Gekko's picture

LOL!

Wed, 10/14/2009 - 00:06 | 98436 agrotera
agrotera's picture

Thank you MsCreant!

Tue, 10/13/2009 - 19:39 | 98171 Gordon_Gekko
Gordon_Gekko's picture

Compared to the $trillion numbers being thrown around these days Intel's numbers such as $2.3 bln for research look positively puny.

Wed, 10/14/2009 - 09:47 | 98598 Miles Kendig
Miles Kendig's picture

GG - McKinsey discussed the importance of this and our shared impression that Intel is either shooting itself or has some off balance sheet stream.

http://whatmatters.mckinseydigital.com/innovation/using-technology-to-tu...

Tue, 10/13/2009 - 20:35 | 98221 AN0NYM0US
AN0NYM0US's picture

the following is a link to a commenter over at Slope - this person is worth paying attention to IMO

 

http://slopeofhope.com/2009/10/intel-inside.html#comment-20003151

Tue, 10/13/2009 - 20:54 | 98254 Anonymous
Anonymous's picture

Robotrader sure does craft prose like Wyndysrf once did.
Things that make you go ... Hhhmmmmm.

Tue, 10/13/2009 - 21:05 | 98271 Anonymous
Anonymous's picture

How is it a 47 P/E? It made 33 cents this quarter -- project that out, and you're talking about a minimum of $1.10. The stock's trading at 20, making its P/E around 18. Is math really that hard?

Tue, 10/13/2009 - 21:39 | 98314 Anonymous
Anonymous's picture

Thank you for the article. It is unbelivable the volume of relatively positive business press the likes of Intel and Cisco get and they have done NOTHING for their shareholders for the past DECADE. CNBC loves these companies, yet they are terrible companies -- poor shareholder return performers.

Of course there are a host of other companies loved by the media which are awful (e.g., GE....and how can Jack Welch be viewed as a business genius as the hollowness of the company he built is now in full display......).

Tue, 10/13/2009 - 21:51 | 98323 Anonymous
Anonymous's picture

love the site

Tue, 10/13/2009 - 22:31 | 98358 Anonymous
Anonymous's picture

id still do her

Tue, 10/13/2009 - 22:45 | 98369 Anonymous
Anonymous's picture

You forgot to mention those 10 to 20 year old girlfriends still expect to be treated like they were still sweet, sixteen, and voluptuous.

Not like the ugly, droopy and miserable old hags they've turned into that no male in his right mind would pay $5000 a night to watch while they take their clothes off.

Tue, 10/13/2009 - 23:31 | 98411 Anonymous
Anonymous's picture

It's 2009 and they want everyone to believe that we're in a new bull market led by the same, I mean the exact freaking same, 5-10 technology companies from 1999! Yeah, GOOG is new since then, but honestly are people supposed to get on board with sentiment that MSFT, INTC, CSCO, ORCL, AMZN, RIMM, and AAPL are supposed to carry everyone to the promised land?

Isn't a new bull market supposed to have new leadership?

And, also, all these big cap tech stocks are still massive option dumping scams from a common stock viewpoint. Grant, exercise, dump...grant, exercise, dump...grant, exercise, dump.....Why would you take hard earned money and buy these trinkets?

Wed, 10/14/2009 - 00:59 | 98462 Anonymous
Anonymous's picture

Mea culpa, but for the first time in a long time I watched ten minutes of CNBC.  What I heard from one of the "experts" turned me off for another year.  This expert said the weak dollar makes "US stocks look cheap to Europeans", as if the absolute price level, rather than PE, is what is important.  Obviously, then, CIT is a screaming buy for the Euroset.

As for what I believe is Kathy Lee, not everyone can be Sophia Loren or Raquel Welch (not that there's anything wrong with that).  By the way, Raquel Welch auditioned for the role of Mary Ann in Gilligan's Island.  Had she won, there would never have been that proverbial question:  Ginger or Mary Ann?  And as many on this site are number crunchers, here are some numbers to crunch:  37D-23.5-35.  (Sorry to those offended by the undeniable existence of my Y chromosome.)

http://www.watt-up.com/j_gallery/Raquel_Welch_1/slides/Raquel_Welch%20(128).html

Wed, 10/14/2009 - 01:09 | 98464 Johnny G.
Johnny G.'s picture

An old girlfriend told me (as I drunkenly begged at her door), "you can't re-heat scrambled eggs."

-  I smiled and left.  She was right.

Wed, 10/14/2009 - 01:41 | 98472 Anonymous
Anonymous's picture

If margin=salePrice - cost
the margin for ATOM are better then almost every chip Intel makes, except Server-class chips.
The problem is that the rev and the amount (not margin) of $ per ATOM is small, so you have to sale a lots of ATOMs to get the $s.

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