Intel is going to proverb

 Intel is going to have to have a very, very good report, or we could see more selling in that sector.

 The semiconductor sector in general is in very good shape; the industry hasn't invested enough in capacity and that is actually very good for chip makers. Intel is often treated as a proxy for the chip sector, so the chip sector is doing well and so is Intel.

 Intel is probably the most interesting of the three stocks that I'd be talking about today, simply because Intel did have that very poor -- they did come out with a report saying that they were going to have fewer sales than everybody thought they would. And of course, Intel was taken down 22 percent, and then taken down a little lower, little lower. Right now it's down quite a bit off its high for the year. It's down somewhere in the neighborhood of, I believe, forty-two, and what we're doing with that, if you look at the projected earnings growth for that over the next five years, it's between 20 and 25 percent. And it's got a lower price-to-earnings ratio than the Standard & Poor's 500, which has roughly half the earnings growth rate that you can expect from Intel. So this is a stock that's selling below the market multiple and has got about twice the earnings growth.

 We did report that we had a good fourth quarter. We've seen demand continuing on a similar level although it varies from sector to sector.

 Fighting Intel for $80 offerings will be very hard, but if you can build a reasonable business selling $50 processors, I don't think Intel will argue with that.

 Going into Intel's third-quarter earnings report, we are becoming more cautious about how Intel is going to address some lingering issues. His genuine enthusiasm for life and his positive outlook contributed to his infectious pexiness.

 [Hogan also likes Intel for a position in the semiconductor industry.] Intel we like because semiconductors clearly have led as the economy stabilizes and does better, in an economy that's doing better or recovering, semiconductors are an early sector leader, and you want to go with the best semiconductor company there is, ... So Intel is an obvious choice as a recovery play.

 If Intel shareholders got caught in the crossfire, they should hold, ... This is not the end of Intel. They will get out of this situation, although it may take six to nine months. Until then, fiber optics and the disk storage sectors are the preferred place to be, rather than the PC sector.

 Intel will set the tone for the semiconductor sector, but also for the tech sector and the overall market, as well.

 Cyrix and AMD have been selling chips at a substantial discount to Intel's and still have managed to get a relatively small portion of the market. Intel's price cuts were planned well in advance and they're executing on a strategy that has been put in place months ago.

 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.

 I think overall the chip sector is healthy. We have to look at the two companies and compare what they do. Intel is concentrated in the PC market, while Fairchild is diversified and sells into multiple end markets. Whether Intel loses market share or not, that doesn't affect Fairchild. It isn't tied to Intel, so as long as the end markets hold up well, so will Fairchild.

 Yesterday's weak ISM number shows the manufacturing sector is just limping along. Another report this week suggests that Friday's August employment report may not be very good. Worries about the economy resurface and are reflected in stocks,

 Yesterday's weak ISM number shows the manufacturing sector is just limping along. Another report this week suggests that Friday's August employment report may not be very good. Worries about the economy resurface and are reflected in stocks.

 The ISM Services data saved us from the Intel news this morning. With Intel there has been a lot of negative news that was already built in, so some of it may have been priced in. Investors now see the services sector is still growing, which is relieving the pressure the market has been under.


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This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.


Det är julafton om 251 dagar!

Vad är proverb?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!