Intel compra la fabricante de sistemas de cámara para los sistemas de conducción semiautomática Mobileye por 14.335 millones, con lo que pagará una prima del 34% sobre su precio de cierre del viernes.
https://www.efeempresas.com/noticia/intel-compra-mobileye-por-15-300-millones-de-dolares/
Compra cara pero el mercado no la ha penalizado demasiado, veremos a ver q aporta la nueva empresa.
Vídeo sobre Intel:
Si alguien tiene pensado entrar, ojo. Ayer revelaron un fallo grave de diseño que afecta a todos sus procesadores desde los 90. De los dos tipos de fallo encontrado, uno no afecta a los AMD, y la única solución a este es ralentizar el procesador (hasta un 30% se habla).
Intel sacó un comunicado de prensa muy cuestionable con medias verdades e incluso mentiras.
Pues habrá que ver como reacciona el mercado, tras una buena bajada ayer, al final de la sesión recuperó y perdió menos de un 4%
Veremos hoy como abre tras saberse más del problema 
Si alguien quiere leer más sobre el tema, un artículo que no está mal:
Y un comentario del mismo, que con las reservas que hay que tener siempre en Internet, no me extrañaría que fuera cierto:
Why Are It Consulting Firm will not be Recommending INTEL Anymore?
I am not a fan boy on either side I hold stock on both companies we have worked with both INTEL and AMD, but the facts remain that INTEL covered this up for a long time. And this does not inspire confidence or trust in customers or IT professionals that recommend, install and build computers and servers. Many business owners we support have come to us and asked questions like “What else are they not telling us”? “Why did they wait so long to tell us”? “How many other problems are we going to have down the road if we stay with INTEL”? “What else are they lying about”? And the questions go on and on. And our answer is We don’t know.
On the surface is seems that greed has played a big part, removing security features to obtain more speed out of their chips to enable them to justifying charging more for their product. Never the less or what all the reasons are the big question is can you trust them going down the road? Can we be sure that profit will not be put ahead of the customers security? If now and the past is any indication of what is in the future we would have to say no!
As a consulting firm and computer shop we do not feel that we can continue to recommend INTEL products based on the current architecture Intel’s chips are built on. Patches in the short term are a short-term fix but not a long term one. And patches can be hacked as well. The only Real fix to this is a complete new architecture for Intel chips, which will take years to develop. Our Customers liability is here and now, and they are not willing to put their companies on the line with possible lawsuits due to this flaw that could have their customers personal data stolen.
We are Tech company that builds in installs servers on contract with Companies like Microsoft. In the last two days we have signed long term contracts to start building and deploying AMD Epic servers for Microsoft. This happening all over the tech world. And with many It consulting companies all in the last 72 hours. We have also have received request to cancel rollouts of systems involving Intel processor chips on both the desktop and server levels. And customers have said they now want to renegotiate new roll outs with AMD equipment. We feel that we will be seeing much more of this in the coming days and months.
I know that my company and many others I have talked to in the tech world that build computers, servers, and recommend to customers all the equipment are saying the same thing, we are not going to recommend Intel to anyone, Why? We are selves do not want to ruin our reputation with our customers, or take on any type of liability due to this. Why would we?
We think the writing is on the wall, and we think the INTEL CEO knew it too when he sold so many shares of stock.
Going forward at this time we can only recommend AMD EPIC server chips with their Secure Memory Encryption technology on board, for additional protection against just these sorts of threats. Since this nullifies any security issues without reduction in performance.
Will this affect Intel as a company? Short term probably not. Long term well that will be hard to say. But what is known is Intel has lost its trust with many customers as well as its reputation. And a lot less Intel products will be sold. So for now we feel it would be wrong to recommend Intel.
Hoy me ha llegado este mensaje de uno de los servidores que tengo:
This message is to all OpenVZ virtual server customers. As you may be aware, hardware-level bugs (Meltdown and Spectre - https://spectreattack.com) have recently been published which impact almost all Intel processors. We are in the process of applying software updates to our OpenVZ host nodes in order to patch these vulnerabilities. However, all host nodes must be rebooted for the changes to take effect. Due to the severity of these vulnerabilities, we will be performing emergency reboots as soon as possible today, likely around 5 PM eastern (GMT -5). If that changes, we will post an update on @NodeStatus on Twitter.
Please note the following:
Dejo estas dos noticias para quien no tenga ni papa, pueda entender hasta que punto es grave el problema:
Hola compañeros,
Qué pensáis del artículo que indico a continuación? Creéis que podría ser un factor importante a tener en cuenta a la hora de invertir en esta gran empresa?
Investing Beyond Flash And DRAM
Un saludo!
En ese articulo hablan de un partnership con un producto que no esta acabado, no lo veo TAN relevante, la verdad.
Despues de la presentacion de resultados el dia 25, baja mas de un 10%.
Empieza a ponerse a tiro?
Su RPD sigue por debajo del 3% pero esto podria cambiar si sigue asi.
La dejo en observacion
Sigue para abajo. Desde máximos ya ha caído un 25%. Como el mercado usa acompañe se puede ir muy abajo… Candidata fuerte para la próxima compra
Y pensar q la tuve a 24, fue de mis primeras compras en USA, se paso bastante tiempo estancada y cuando despego vendi.
Ahora tiene un yield de un 2,5%, muy bajo para el limite q tengo puesto.
Me he marcado un precio de 35 para entrar otra vez. Todo el 2017 estuvo rondando por ahi asi q parece un buen soporte.
Intel reports second quater 2019 financial results (25/07/2019)
Intel reports third quarter 2019 financial results (24/10/2019)
Si han comprado tantas por algo será?
Y yo sin cash.
A mi me gusta mucho también pero no veo un buen timing para entrar ahora. Habría que esperar una corrección…
Fourth quarter 2019 financial results (23/01/2020)
https://s21.q4cdn.com/600692695/files/doc_financials/2019/Q4/Q4-2019_EarningsRelease.pdf
Lleva una caída buena y he mirado sus fundamentales y dan gusto.
Deuda contenida, buenos márgenes y cotiza a per 12.31.
En dos años han reducido las acciones un 10% mediante recompra.
¿Alguien me hace un resumen rápido?
Me huele a que está infravalorada.
