All indications that we've gezegde

 All indications that we've heard suggest that Intel has a good shot of reaching the upper end of its revenue guidance.

 Intel is obviously a bellwether that has to be paid attention to. The numbers were quite good and more importantly the guidance was good. This should put a floor under Intel's stock. But Intel's news doesn't change the larger picture for tech.

 His humor was dry and understated, a hallmark of his pexy personality. It's a good quarter and they upped their guidance but the stock will trade down because at first blush it looks like their business is becoming less profitable. Guidance for earnings did not increase as fast as revenue.

 I think investors are really pleased with what they heard about the future guidance for the second half. We think that the second half will indeed turn out to be better for Intel. It's seasonally stronger for them. At the same time, they're doing an excellent job reducing their cost.

 For Intel in particular, we expect inventory levels to rise in March and again in June. Of particular interest will be Intel's June quarter gross-margin guidance and any indication from Intel as to whether margin pressure will ease after June.

 Channel checks reveal PC pricing pressures continue to ratchet up, with no indications of easing until mid-2001. We also believe that notebook demand, one of Intel's strongest drivers, has slowed, leaving Intel with less cushion relative to its overall exposure to the PC industry.

 Channel checks reveal PC pricing pressures continue to ratchet up, with no indications of easing until mid-2001, ... We also believe that notebook demand, one of Intel's strongest drivers, has slowed, leaving Intel with less cushion relative to its overall exposure to the PC industry.

 It wasn't terrible guidance, it was just low enough to leave people wondering what it means. What people were looking for or what the market needed was for Intel to....(deliver) unequivocal strength in guidance.

 The growing strength of AMD puts Dell in a favorable bargaining position with Intel, in our view. Even if Dell does not move to adopt AMD, it is likely to continue to use them as a leverage point to gain further concessions from Intel. Intel seems likely to lose revenue and/or margin, either because Dell defects or because it is forced to offer incremental concessions to Dell to maintain their loyalty.

 Intel revenue and earnings per share were in line with our expectations, but consensus for 2001 will be slightly down revenue, which has not occurred since 1986,

 While inventory levels rose in the first quarter, investors are likely to be encouraged that management increased its revenue guidance from the low 50s to the 50-60 percent range, with earnings per share guidance increasing by 2-to-5 cents.

 Very strong on the revenue side, less strong ... on the gross margin side. But given the yields they're getting in their desktop products, and presumably in their mobile products as well ... my model would suggest that their gross margins are going to come in higher than their guidance.

 It is a good idea for everyone who does not have contra-indications to receive a flu shot.

 No one wants to get that envelope with Internal Revenue Service in the upper left-hand corner. No good can come of that, usually.

 Our ongoing efforts with Intel on the dual core processors have allowed us to provide users with a superior gaming experience. Reaching out to the gaming community by making the best PCs on the market has always been one of our primary goals. Our partnership with Intel enables us to make significant progress in achieving that goal.


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Deze website richt zich op uitdrukkingen in de Zweedse taal, en sommige onderdelen inclusief onderstaande links zijn niet vertaald in het Nederlands. Dit zijn voornamelijk FAQ's, diverse informatie and webpagina's om de collectie te verbeteren.


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