Intel INTC

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    1. TI Facing Revenue Headwinds from a Strong Dollar and Weak PC and Telecom Infrastructure Demand

      Commentary

      Thu, 23 Apr 2015

      industrial and automotive chip businesses fared well in ..... currency translation effects for chip sales sold in Euro and Yen ..... another 10%) weighed on chip demand in the period. While ..... have been well documented by Intel and others, wireless carriers

    2. From Barron’s, April 20, 2015 (Part 2)

      Commentary

      Sat, 18 Apr 2015

      memory prices hurt SNDK but not MU which just delayed shipments. More disruptions are coming from 3D-NAND flash-memories from INTC -MU and Samsung . Highflying cloud-computing software stocks hit were CRM, N, SAAS . Momentum stocks hit were FEYE, LPSN

    3. From Barron’s, April 20, 2015 (Part 1)

      Commentary

      Sat, 18 Apr 2015

      memory prices hurt SNDK but not MU which just delayed shipments. More disruptions are coming from 3D-NAND flash-memories from INTC -MU and Samsung . Highflying cloud-computing software stocks hit were CRM, N, SAAS . Momentum stocks hit were FEYE, LPSN

    4. In-Line First Quarter for Taiwan Semiconductor; Choppy Yet Manageable Second Quarter Ahead

      Commentary

      Thu, 16 Apr 2015

      while echoing the sentiments of fellow manufacturing behemoth Intel --both offered weaker second-quarter guidance and budget ..... total revenue, with its 20-nanometer production, used by Apple ’s A8 CPUs, down to 16% from 21% the quarter before

    5. Friday Five: Banks Start Earnings Season Without a Bang

      Video Reports

      Thu, 16 Apr 2015

      Over in the tech sector, [TICKER: INTC ] Intel reported results, and you might say ..... tough environment. Glaser: [TICKER: INTC ] Intel had provided some guidance ..... for that. First is that [TICKER: INTC ] Intel did provide the guidance that

      Intel found at 2:30

      the weak link there for some time. Stipp: Over in the tech sector, [TICKER: INTC ] Intel reported results, and you might say this firm is doing the best it can in a tough environment. Glaser: [TICKER: INTC ] Intel had provided some guidance that this was not going to be a great quarter, and that played out in the sense that they had a flat revenue year-over-year, and it was down 13% from the fourth quarter. That really represents the weak PC environment we are in. People just aren't buying PCs. There are some inventory issues--the chips are not exactly flying off the shelves. But the stock actually popped on the results, and I think there are a couple of reasons for that. First is that [TICKER: INTC ] Intel did provide the guidance that it was going to be a relatively weak quarter. So it didn't come as a big surprise. The server business is still growing. Cloud computing growth is benefiting [TICKER: INTC ] Intel , and that really showed in that part of the business. Partially it's also that they cut their capital spending budget from $10 billion to $8.7 billion in order to make sure that capacity meets demand. [TICKER: INTC ] Intel is not going to do a bunch of capital spending to create capacity for chips that nobody wants to buy. That kind of discipline is something that investors are looking for--a management team that is going to make sure they are spending their money wisely. The market cheered that as well. [TICKER: INTC ] Intel shares don't look particularly cheap right now, but certainly it's nice to see that kind of prudence. Stipp: Netflix shares soared after
    6. Intel Adjusts to Weak PC Demand

      Headlines

      Tue, 14 Apr 2015

      Intel 's INTC first-quarter results arrived in line with ..... with demand. We think this bodes well for Intel going forward as it shows the ability to ..... moat rating. First-quarter revenue for Intel was $12.8 billion, down 13% sequentially

    7. From Barron’s, April 13, 2015 (Part 2)

      Commentary

      Sat, 11 Apr 2015

      Pg 31: Q1 will be bad/ugly for tech earnings and guidance but that will present buying opportunities for many techs such as INTC , STX, WDC, ARMH, MSFT . But expensive techs such as SWKS may be more vulnerable. Pg 32: Several websites offer Buffett

    8. UPDATE 4- Intel , Altera end takeover talks due to price disagreement -source

      Headlines

      Thu, 9 Apr 2015

      April 9 (Reuters) - Discussions on a takeover by Intel Corp of smaller chip maker Altera Corp have ended as the companies were unable to agree on price, a person familiar with the matter said, but...

    9. "too much" price appreciation?

      Commentary

      Wed, 8 Apr 2015

      topping my 5% rule. I certainly have sold stocks because I could do better dividend-wise with something else (e.g., I sold INTC last year). I will admit, I am a bit reluctant to sell any of my pharmas because I think they will do very well with the aging

    10. Intel Speculated to be in Talks to Purchase Altera; Maintaining Our Fair Value Estimate, for Now

      Commentary

      Sun, 29 Mar 2015

      Friday suggested that Intel is in talks on a potential ..... materialize, we believe an Intel -Altera combination ..... benefits mainly in Intel ’s data center segment ..... a result, we see Intel ’s server customers ..... to reconfigure the chip 's functionality

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