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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 | Link to Comment ChickenTeriyakiBoy
ChickenTeriyakiBoy's picture

great post

Tue, 10/13/2009 - 18:30 | Link to Comment etrader
etrader's picture

karen tso is another cnbc asset :-)

Tue, 10/13/2009 - 17:05 | Link to Comment naiverealist
naiverealist's picture

Fantastic metaphor for INTC!

Tue, 10/13/2009 - 17:17 | Link to Comment Miles Kendig
Miles Kendig's picture

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

Tue, 10/13/2009 - 20:08 | Link to Comment Unscarred
Unscarred's picture

Bravo, Roboto!  That was G.D. funny!

Tue, 10/13/2009 - 17:18 | Link to Comment 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 | Link to Comment Lionhead
Lionhead's picture

OMG    Arggggggggghhhhhhhhhhh!!!!!

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


Tue, 10/13/2009 - 17:26 | Link to Comment 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 | Link to Comment Anonymous
Tue, 10/13/2009 - 18:47 | Link to Comment 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 | Link to Comment 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 | Link to Comment Anonymous
Tue, 10/13/2009 - 21:10 | Link to Comment Anonymous
Tue, 10/13/2009 - 20:46 | Link to Comment Anonymous
Tue, 10/13/2009 - 20:54 | Link to Comment Julia
Julia's picture

Get a life!

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

ha!   moron

Tue, 10/13/2009 - 23:51 | Link to Comment 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 | Link to Comment 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 | Link to Comment 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 | Link to Comment 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 | Link to Comment Anonymous
Tue, 10/13/2009 - 17:56 | Link to Comment Anonymous
Tue, 10/13/2009 - 18:00 | Link to Comment Anonymous
Wed, 10/14/2009 - 00:00 | Link to Comment MsCreant
Wed, 10/14/2009 - 10:04 | Link to Comment 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 | Link to Comment Anonymous
Tue, 10/13/2009 - 18:15 | Link to Comment 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 | Link to Comment Anonymous
Tue, 10/13/2009 - 18:10 | Link to Comment Anonymous
Tue, 10/13/2009 - 18:16 | Link to Comment 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 | Link to Comment 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 | Link to Comment Village Idiot
Village Idiot's picture

Slut + whore = sluor. 

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

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

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

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

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

that's because they did

Tue, 10/13/2009 - 21:30 | Link to Comment 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 | Link to Comment Gordon_Gekko
Gordon_Gekko's picture


Wed, 10/14/2009 - 00:06 | Link to Comment agrotera
agrotera's picture

Thank you MsCreant!

Tue, 10/13/2009 - 19:39 | Link to Comment 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 | Link to Comment 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.

Tue, 10/13/2009 - 20:35 | Link to Comment AN0NYM0US
AN0NYM0US's picture

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

Tue, 10/13/2009 - 20:54 | Link to Comment Anonymous
Tue, 10/13/2009 - 21:05 | Link to Comment Anonymous
Tue, 10/13/2009 - 21:39 | Link to Comment Anonymous
Tue, 10/13/2009 - 21:51 | Link to Comment Anonymous
Tue, 10/13/2009 - 22:31 | Link to Comment Anonymous
Tue, 10/13/2009 - 22:45 | Link to Comment Anonymous
Tue, 10/13/2009 - 23:31 | Link to Comment Anonymous
Wed, 10/14/2009 - 00:59 | Link to Comment Anonymous
Wed, 10/14/2009 - 01:09 | Link to Comment 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 | Link to Comment Anonymous
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