| f5wfgwvg | Datum: Subota, 18-Jan-2014, 11:22 PM | Poruka # 1 |
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Intel's (INTC 3.6%) Q2 miss stemmed on a $130M shortfall in Other Intel Architecture sales (Atom, baseband chips, etc.), and not just PC/server CPU division weakness, says FBR, that could be reiterating an Outperform and $28 PT. Nonetheless, shares remain lower owing to Intel's lowered guidance and CC remarks about PC demand and inventories. Analysts questioned Intel about its guidance for flat 2013 revenue boost spite of expectations for one major Y/Y stop by PC sales. Management insisted its view is cautious, but added it's hoping on a 2H improvement in macro conditions, in addition to new Haswell/Bay Trail hardware, to boost demand.
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Intel (INTC) now 4.4% AH following its Q2 report, because of downbeat CC remarks. The chip giant says channel inventory has expanded using the Haswell launch, and (as reflected in Gartner/IDC's Q2 numbers) that Chinese sales have weakened. The chip giant also admits 2H visibility is fixed for the present time. Intel is banking on improving macro conditions and a flurry of Haswell/Bay Trail notebook, tablet, and convertible launches later at the moment to lift sales. RBC and Bernstein aren't certain that Intel has lowered guidance enough. AMD 0.7% and HPQ 0.6% in sympathy. AMAT 0.5% with thanks to the capex guidance cut.
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Intel (INTC) has bought Israeli gesture recognition tech developer Omek Interactive. Geektime reports the price is $40M. Omek has evolved Grasp, a shortrange hand/fingertracking solution (PC/mobile applications), and Beckon, a.53.5meter body/gesturetracking solution (family area applications). When it comes to commercialization goes, Omek is arguably playing catchup to Leap Motion. Intel boasts a long good investing in, and in most cases buying, developers of technologies it thinks can drive requirement for tougher CPUs, and even improve an ecosystem around them. (Apple/PrimeSense)
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Google (GOOG 0.6%) has approached TV network owners about offering a Webbased TV service, the WSJ reports. Intel (INTC) has similar ambitions, and allows unsurprisingly discover opposition from payTV providers wanting to keep the status quo. Moreover, an amateur just like Google (or Intel) probably will have to pay steeper prices than incumbents. If Google is able to get a really project off the ground, YouTube could prove a powerful delivery/marketing vehicle, and present a good way to bundle online video. '14, PC <a href=http://www.integra-international.net/Files/menu.asp>http://www.integra-international.net/Files/menu.asp</a> industry sources tell Digitimes. Previous roadmaps indicated Kaveri, that is certainly targeted at midrange desktops and midrange/highend notebooks, would launch at the end of 2013. AMD promises to launch two other 28nm CPU platforms by 1H14: a Steamrollerbased server CPU line codenamed Berlin, as well as ultrabook CPU line codenamed Beema. Beema uses AMD's existing Jaguar architecture, and stands to restore the recentlylaunched Kabini. Intel (INTC) launched its powersaving 22nm Haswell CPUs last month; 14nm Broadwell CPUs are required take better care.
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AMD (AMD +10.9%) continues rocketing higher after catching upgrades from BofA/Merrill and Canaccord, and appears for being giving a lift to Intel (INTC +2.6%) in the operation. BofA's Vivek Arya joins numerous analysts (previous) touting AMD's Xbox One/PS4 design wins, declaring they will "transform AMD perfectly into a profitable, diversified company having a multiyear recurring revenue stream, from its inconsistent past under Intel's shadow." Canaccord's Bobby Burleson demands similar view, and argues AMD can outperform "PCcentric names" <a href=http://www.integra-international.net/Files/menu.asp>アグ アウトレット</a> as embedded chip sales ramp. 15.3% of AMD's float was shorted since June 14.
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<Tech> Moving home, Quick Ideas]
Global PC shipments fell 10.9% Y/Y in Q2 to 76M, estimates Gartner. That's nearly despite the 11.2% drop the firm estimated for Q1, and backs up <a href=http://www.integra-international.net/Files/menu.asp>ugg 激安</a> recent analyst commentary (I, II). shipments fell only one.4% Y/Y, and rose 8.5% Q/Q; Gartner thinks this has been as a result of enterprise strength. EMEA shipments 16.8%, AsiaPac 11.5%. Affected companies: MSFT, INTC, DELL, HPQ, STX, WDC, MU, AMD, NVDA. shipments 1.9%.
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<Tech> Breaking News, Top Stories]
Nokia (NOK +2.5%) ran a Windows RT (MSFT +0.3%) tablet set to produce trapped on video tape, but cancelled the project to focus operating a Windows 8 tablet, The Verge reports. Leaked pictures within the shelved RT device suggest it experienced a 10" display and 4G connectivity. OEM curiosity about ARMbased (ARMH) RT tablets is actually waning on account of weak initial sales, insufficient support for older Windows apps, and also method to obtain Win. 8 tablets with a similar form factors (made possible by Intel's Clover Trail Atom CPU). Consider Nokia's Win. 8 tablet to employ Intel's (INTC) upcoming Bay Trail Atom CPU.
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More to do with Evercore's downgrade of Intel (INTC 3.9%): Analyst Patrick Wang is involved about stillweakening PC trends, peaking chip prices, and the potential of Atom CPUs to cannibalize Core CPUs. Meanwhile, fellow Evercore analyst Rob Chira now expects PC sales to fall 10% Y/Y, worse than only a prior 6%. Citi's Glen Yeung, with cut his Q2 Intel revenue forecast to $12.61B from $12.9B (consensus is $12.89B), says notebook production have been weak and Intel's backend (assembly/test) supplier orders were flat to down 5% in Q2. (IDC on PC sales)
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Intel (INTC) is "engaged in intensive negotiations" in the Israeli government about investing a second $10B in the nation, says a government official. $7B is spent over Several years to develop the latest fab from the capital of scotland- Kiryat Gat, and $3B can be spent to upgrade Intel's existing Kiryat Gat fab. Intel, which is constantly on the spend heavily on capex, has invested $10.5B in Israel within the past A decade's, and features received $1.3B in federal government grants. The chip giant an additional local Micron (MU) fab that's attributable to be shuttered.
Mellanox (MLNX +1.7%) strengthens its 100G hand some more by acquiring IPtronics, a Danish maker of components for highspeed optical interconnects, for $47.5M in cash. Mellanox says the deal, which follows its May buying silicon photonics interconnect firm Kotura, will assist it deliver "endtoend optical interconnect solutions at <>00G] and beyond." Both purchases appear aimed toward handling the longterm threat caused from Intel (INTC), which (by way of acquisitions) wishes to integrate InfiniBand controllers onto its server CPUs, and bake 100G silicon interconnects into its server platforms..
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