Corporate IT spending tends to be quite slow in the beginning of the year. March could be a strong month so it was prudent for Intel to lower guidance. |
I think the impairment charge seems to be a big negative surprise to investors, |
Intel always has been and will remain a strong tech and manufacturing-focused company. |
Intel has a history of making smooth leadership transitions. |
Intel will be a key beneficiary of any kind of recovery in information technology [IT] spending in 2004 and 2005. |
Intel's results were impressive given what AMD said. This sends a reassuring signal to the market that PC and server demand is healthy and intact, |
Intel's results were impressive given what AMD said. This sends a reassuring signal to the market that PC and server demand is healthy and intact. |
Investors will tolerate a small increase in inventories -- about 5 to 10 percent -- as long as there is an expectation of strong third quarter sales. |
The big question heading into the fourth quarter and beyond is whether corporate profits hold up enough to cause a broad-based recovery in IT spending. IT spending is probably at a bottom but the trajectory of the recovery is debatable. |
The easy money has been made in many of the semi stocks, including Intel, but I still think some chips stocks have 20 to 25 percent upside left. This is hopefully the pause that refreshes. |
This is disappointing. It sounds like a combination of both weaker demand for PCs and the continuing impact of some of these inventory excesses hurt them. All in all, it's a pessimistic near-term outlook. |
This shows Intel's determination to stay ahead of the pack and invest in next generation technology in order to meet the market's needs. |
We expect Apple to broaden its use of Intel processors with the likely introduction of new low-end and mid-range notebooks and also a likely Mac Mini home entertainment platform based on Intel architecture. |