Ha già mollato da tempo, non so se te ne sei accorto ... comunque è molto rumore per nulla. Che AMD o Texas potessero essere più brillanti l'aveva capito pure lo spazzino sotto casa e questo sta succedendo, ma per una sottovalutazione delle concorrenti più che per una debolezza di Intel.

Non so cosa fa lo spazzino, ma il mio fruttiveendolo (GRANDE ANTIANALISTA) ha venduto allo scoperto pure la suocera, questa settimana gli americani devono RINGRAZIARE (che cosa non si sa bene), adesso si spendono gli ULTIMI DOLLARI (presi in prestito) e poi SI SFASCIA TUTTO.

mi sa che fa prima Dino12 a scrivere qualcosa di accattivante ...

Per ora "la piccola ne risente" ... è fatto contro Intel.

Annunciato nel 2001, il processore Cell sviluppato da Ibm, Sony e Toshiba punta alla potenza e alla gestione di ingenti quantità di dati in banda larga. Si tratta di un nuovo chip multicore, con un processore a 64 bit basato sulla tecnologia Power e un processore a elevata velocità e con un bus di grande ampiezza di banda: Cell è ottimizzato per lavorare in applicazioni in tempo reale e in banda larga, pensato per l'intrattenimento digitale, contenuti digitali, supercomputer di Ibm e film. Il chip supporta più sistemi operativi, ma anche console da gioco e set top box. In particolare il nuovo chip sarà impiegato per la prossima Sony PlayStation, ma anche per la Tv ad alta definizione (HdTv) di Toshiba, e verrà svelato nella prima metà di febbraio, alla Conferenza internazionale sui circuiti integrati di San Francisco. La commercializzazione dovrebbe avvenire nel 2006. Dal risparmio energitico alla protezione della proprietà intellettuale, il mondo consumer avrà presto un nuovo chip su cui confrontarsi, ad alta definizione, ideale per il digital entertainment.

Ormai INTC e AMD costano quasi la stessa cifra...

http://www.borsainside.com/mercati_usa/usa...iornamento.shtm

Se può servire ...

Standard & Poor's Equity Research maintained its "hold" opinion of Intel (nasdaq: INTC - news - people ) and anticipates the chip giant to provide in-line fourth-quarter guidance at its mid-quarter update today. "We expect Intel to maintain or slightly raise the midpoint of its original revenue guidance of $8.6 billion to $9.2 billion during its update," it said. "Although we do not expect the company to give specific guidance for 2005, we are looking for earnings of $1.25 for the year on projected sales growth of about 7%." The research firm estimates fourth-quarter earnings of 28 cents per share and sales of $8.9 billion. S&P Equity Research kept its $27 price target for Intel unchanged.

Io Intel la sto facendo tenere a chi mi chiede ...

MArco, un livello d'ingresso su INTC ?? 23.9 come ti sembra ?

io sono in leva a 22.96$...non so se chiudere o attendere fine anno...

..brava tic..

eheh l'ho detto che inter...os intel è da longare in leva...dà sempre soddisfazioni...cmq ne ho prese solo 500...quindi dovrei essere in gain di 1000$...

buttali via....zzzz

Ottima prova TIC. Secondo me oggi faranno molti volumi ma poca oscillazione, hanno lasciato un gap che attira molto ... ma per fine anno vanno su a questo punto ... secondo me è scritto.

già è quello che penso anche io...vediamo come va,spero che l'euro e il petrolio non ci mettano lo zampino...

...

Non ci scherzare nemmeno...

mi stai consigliando di chiudere qui?

Non dico questo.
Dico che con la leva non si lavora cosi'.
Ti sto consigliando di cambiare "approccio mentale" con la leva.
Si spara a colpo sicuro( il piu' possibile) e si chiude.

Altrimenti invece ... a scadenza
E' pericoloso, molto pericoloso.

Ironia della sorte vuole che oggi sia il tre dicembre.
Io un anno fa esatto, con ivan investito in leva sono rientrato a casa
in ritardo rispetto all'apertura e mi sono bruciato i gain di quasi un anno di lavoro.
Figurati pensare di vendere in leva tra 3/ 4 settimane ...
Quando si e' in leva finanziaria si segue a schermo aperto.
Quando si gestisce una posizione in gain si puo' mantenere ma a patto di avere chiari in testa obiettivi di uscita e chiari livelli di tutela del capitale e di parte del gain effettuato.
Prima vendiamo e meno rischiamo.

Con la leva non si scherza, insomma.
Ti testimonio io che basta un errore grossolano per fare molti danni.


Detto cio'... il floor a $ 24 sull'orario sta tenendo ...
il grafico e' molto bello , ma io sono un fifone e le cose semplici al Nasdaq mi fanno paura

...basta cosi' per stasera dor.me-

hai ragione rw...grazie del consiglio,vediamo che farà oggi...con la leva non si scherza...cmq il trend è positivissimo...se potessi ne comprerei ancora..

Intel: Merrill Lynch prova a fare il guastafeste
03.12.2004

Merrill Lynch prova a guastare la festa ad Intel (US4581401001). La banca d'affari ha dichiarato di essere sorpresa positivamente dall'aggiornamento sul trimestre in corso del colosso dei chip. Secondo Merrill Lynch Intel avrebbe però dei problemi strutturali che non potrebbero essere risolti in un solo trimestre. Merrill Lynch non crede che i ricavi di Intel possano crescere nel 2005 ancora di almeno il 10%. Si tratterebbe del terzo anno consecutivo con tali margini di crescita. Una tale serie positiva è stata registrata da Intel per l'ultima volta nel 1996. Intel avrebbe per il 2005 due alternative, entrambe poco promettenti. O aumentare la produzione con la conseguenza della crescita delle scorte di magazzino, oppure ridurre le capacità produttive e penalizzare i suoi margini.
Il tentativo di Merrill Lynch di guastare la festa ad Intel non ha successo: il titolo guadagna al momento il 7,8% a $24,49. Troppo forte l'euforia degli investitori in virtù dell'ottimo outlook di Intel sui ricavi del corrente trimestre .

b.inside

http://www.borsainside.com/mercati_usa/usa...amd_broker.shtm

questo e' di oggi

..Gia' vecchio ...

Fanno come su AAPL.... il giorno prima pompano, il giorno dopo frenano.
Certo che se uno seguisse solo le banche d'affari ci sarebbe da rincoglionire...
per fortuna non siamo dei tonni

AMD: Deutsche Bank frena la corsa del titolo
07.12.2004

Il rally di AMD (US0079031078) dovrebbe essere finito, almeno per oggi. Deutsche Bank ha declassato infatti il titolo dell'impresa dei semiconduttori da "Buy" ad "Hold" e ridotto il target price a $24. La grande banca tedesca ha indicato la valutazione di AMD dopo l'eccezionale performance da inizio settembre. Inoltre ci sarebbero nel breve termine alcuni fattori che potrebbero penalizzare il corso delle azioni di AMD. Gli esperti di Deutsche Bank hanno citato tra l'altro l'aumento della concorrenza da parte di Intel (US4581401001) e la tradizionale debolezza della domanda di cellulari nel primo trimestre. La crescita di AMD nei primi tre mesi del 2005 dovrebbe essere per questi motivi moderata rispetto al quarto trimestre 2004. Le attese del mercato sarebbero al momento troppo alte.
Ricordiamo che AMD ha registrato negli ultimi mesi un incremento di più del 100%. Durante le scorse settimane il titolo aveva riscosso solo giudizi positivi dagli analisti (vedi per esempio: Semiconduttori: Un broker declassa Intel e consiglia AMD).
Borsainside aveva consigliato AMD dal punto di vista tecnico a metà ottobre (vedi: Nasdaq - Sotto la lente: AMD). Da allora il titolo ha guadagnato circa l'85%.
AMD ha chiuso ieri in rialzo del 7% a $24,85.


Redazione (Francoforte) 13.30


...

http://www.borsainside.com/mercati_usa/usa...07_ti_chip.shtm

12/07/04 21:12:48 25.11 25.11 25.13 11.114.200

...

avevi ragione,dovevo chiudere l'altro giorno...vabbè attenderò...si sta portando quasi a pari dal mio acquisto...

tic...non farlo andare in perdita..sient'ammè..

PTSC - Patriot Scientific Corporation (OTC BB), oggi vola sulla news, ora $0.082 (+82%) con dieci milioni di pezzi scambiati

12/08/2004 - Updated 9:18 AM ET

Patriot Scientific Learns of Agreement Validating Its '336 Patent

SAN DIEGO, Dec 8, 2004 /PRNewswire-FirstCall via COMTEX/ -- Patriot Scientific Corporation [PTSC] has learned of a license agreement dated June 28, 2004 between Intel Corporation and Charles H. Moore (Moore), TPL Micro Ltd. (TPL Micro) and Technology Properties Ltd. (TPL)(Moore, TPL Micro Ltd. and TPL are collectively the licensors). This agreement provides Intel with, among other things, a non-exclusive, irrevocable, non-terminable, worldwide license to make, have made, use, license, distribute and sell Intel products that practice the U.S. 5,809,336 Patent.

This agreement between Intel and, collectively, the licensors demonstrates the validity of the U.S. Patent 5,809,336, "High Performance Microprocessor Having Variable Speed System Clock." PTSC strongly maintains, and believes the evidence to be submitted at trial, will demonstrate that it is the sole owner of this patent, which has enormous commercial value to the company. "Intel and other companies who execute licensing agreements with Moore, TPL Micro Ltd. and TPL are assuming significant risk for their respective companies in licensing technology for which Moore, TPL Micro Ltd and TPL have no legitimate ownership if in litigation Fish is determined to have been the sole inventor," stated Jeff Wallin PTSC's CEO.

PTSC has been involved over some time in infringement litigations over some parts of its patent portfolio and also in litigation over inventorship and ownership of those patents.

One of the patents, U.S. Patent No. 5,809,336, "High Performance Microprocessor Having Variable Speed System Clock," (the '336 Patent) is listed in the Patent and Trademark Office (PTO), along with several other patents, as having been co-invented by Russell H. Fish, III and Charles H. Moore. Some years ago, Fish's interests in these patents were transferred to the Fish Family Trust, then to Nanotronics Corporation, then to Patriot, which now owns 100% of Fish's interests in these patents, including the '336 Patent. Discovery in the inventorship litigation strongly suggests that Fish was the sole inventor of the '336 Patent. If so, he was then its sole owner, and Patriot is now its sole owner.

PTSC has had suspicions that Intel was behind an offer made through TPL last month to purchase PTSC's patent portfolio. Learning of this license agreement lends creditability to PTSC's concern that Intel, through the licensors, is anxious to secure the technology at a price far less than its value to PTSC's shareholders.

Intel has demonstrated a strong belief in the validity of the patents by entering into the license agreement, and the licensors recognize that they must secure ownership of PTSC's interests or the license agreement may be set aside, and the pending litigation between PTSC and Intel would proceed in the United States District Court for the Northern District of California (case numbers C 03-5787 SBA and C 04-0439 SBA).

..spesso assente giustificata , ma quando presente...

brava !!!

Buona la tua watch list dell'OTC ... Simo
Oltre 32 milioni di pezzi + 177,78 %
chiusura a 0.125 con massimo a 0.14...

Segnalata a 0.08 sul topic giusto...visto il "notevole" coinvolgimento di INTC...
Chissa se Tic si e' resa conto, che forse intc rischia di tirare fuori un sacco di $ ...
a causa della controversia legale .

Se non lo sapesse la aggiorniamo noi e ne approfittiamo per fare i complimenti ad Altolivello che nel lontano febbraio 2004 l'aveva sottoposta all'attenzione pubblica


05-02-04, 19:59
altolivello


...solo quel "cesso" di mgha ( l'unica che possiedo) non si muove mai

http://www.finanzaonline.com/forum/showthr...t=434292&page=1

I tasselli su Intel pare si stiano rimettendo in ordine ...

Intel edges up in pre-open, J.P. Morgan ups estimates By Emily Church
LONDON (CBS.MW) -- J.P. Morgan Securities raised its estimates for Intel Corp. (INTC: news, chart, profile), citing expectations for the chipmaker's fourth quarter sales. "Our checks in the channel indicate Intel's fourth quarter 2004 revenue is tracking to the high end of its guidance of a 10 percent to 12 percent quarter-on-quarter increase," the broker told clients. "We believe the upside is being driven by PC end market growth, a 14-week first quarter 2005 versus a normal 13-week quarter, and double ordering due to extended lead times." INTC was last up 0.5 percent at $22.89 on Instinet. J.P. Morgan raised its calendar 2004 revenue and earnings per share estimates to $34.2 billion and $1.15 from $34 billion and $1.14, respectively.

fa.sc,ia

Beh, se lo guardi dall'altro lato ... se passasse i 25$ dove andrebbe ?? E per fare soldi conviene aspettare che li passi i 25$ ?

Io sto facendo tenere INTC con le unghie e con i denti a chi l'ho consigliata.

Semiconduttori: Un altro giudizio positivo su Intel
21.12.2004

Un altro giudizio positivo su Intel (US4581401001). Lehman Brothers ha rivisto oggi al rialzo il suo rating sul titolo del gigante dei semiconduttori da "Equal weight" ad "Overweight" e confermato il target price a $27. Anche Lehman Brothers è ottimista sull'andamento degli affari di Intel nel breve termine. I risultati di bilancio di Intel nel quarto trimestre dovrebbero raggiungere la parte alta delle nuove previsioni. Nonostante gli esperti di Lehman Brothers attendano per il 2005 un aumento della concorrenza e un rallentamento della domanda i rischi del titolo sarebbero ai livelli attuali limitati.
Nel pre-borsa Intel guadagna al momento l'1,3% a $23.
Intel aveva ricevuto già ieri un commento positivo da parte di J.P. Morgan, vedi: Intel: J.P. Morgan alza le stime sugli obiettivi di bilancio 2004.


Redazione (Francoforte) 14.45

Max vedi da solo cosa fare.
Ora, per INTC e AMD si invertono i ruoli
ma solo nel breve periodo

a 24.40 e 26.20 ci sono due ostacoli dinamici
Non e' scritto che lo chiuda del tutto, ...quest'anno.
Tra le due uno sguardo ottimistico rivolto al futuro mi
fa vedere prima amd a $50 che intc a $40

AMD a 19.70 ha un primo riferimento di prezzo interessante

Prossime scadenze tecniche il 22 gennaio,
nel frattempo tre appuntamenti elettorali delicati
internazionali .
Entro il 22 gennaio INTC e AMD hanno anch'esse una scadenza
Delle volte su questi titoli "staccano" il tagliando all'improvviso
poi ci si rimane male... qualche volta va tutto bene...
e allora... b.a.c.i.o

Come vedi Max nonostante gli "apprezzamenti" ...

...

complici i bassi volumi, e' rimasta ancora ferma.
Stasera chiude un tick sopra la ema, e appena sotto la resistenza

Aspettiamo l'outlook...

01/11/2005 - Updated 4:17 PM ET



Intel reports record sales, but earnings fall

SAN FRANCISCO (Reuters) - Intel Corp. Tuesday reported its highest-ever quarterly revenue, but profit fell as the world's largest microchip maker saw its brand premium erode in the face of growing competition.

Earnings in the fourth quarter that ended Dec. 25 fell to $2.1 billion, or 33 cents a share, compared to a year-earlier profit of $2.2 billion, or 33 cents a share. Sales rose to $9.6 billion from a previous record of $8.74 billion


Data: Tue, 11 Jan 2005 22:29:52 +0100
Oggetto: intc a tre minuti in A.H.

01/11/2005 - Updated 4:15 PM ET


Intel Announces Record Quarterly and Annual Revenue; Fourth-Quarter Earnings Per Share 33 Cents

SANTA CLARA, Calif., Jan 11, 2005 (BUSINESS WIRE) -- Intel Corporation today announced record quarterly revenue of $9.6 billion, up 13 percent from the third quarter and up 10 percent year-over-year. For the year, Intel achieved revenue of $34.2 billion, up 13.5 percent from 2003 and higher than the previous record of $33.7 billion set in 2000.

Fourth-quarter net income was $2.1 billion, up 11 percent sequentially and down 2 percent year-over-year. Earnings per share were 33 cents, up 10 percent sequentially and flat with the fourth quarter of 2003. Results for the third quarter of 2004 included tax-related items that increased earnings by approximately 3 cents per share.

"We ended 2004 with record revenues and robust demand for Intel architecture products across all geographies and channels," said Intel CEO Craig R. Barrett. "Our investments in manufacturing capacity, innovative new products and global presence have allowed us to post double-digit gains in both revenue and profits two years in a row. In 2005, we look forward to continued growth as we ramp our 65nm process technology and introduce our first dual-core microprocessors across a range of new platforms."

For the year, net income of $7.5 billion was up 33 percent from $5.6 billion in 2003. Earnings per share were $1.16, up 36 percent from 85 cents in 2003. Intel paid record cash dividends of $1 billion, announced two doublings of the company's cash dividend and used a record $7.5 billion to repurchase 300.5 million shares of common stock.

BUSINESS OUTLOOK

The following statements are based on current expectations. These statements are forward-looking, and actual results may differ materially. Please see the Risk Factors Regarding Forward-Looking Statements in this release for a description of certain important risk factors that could cause actual results to differ, and refer to Intel's annual and quarterly reports on file with the Securities and Exchange Commission (SEC) for a more complete description of the risks. These statements do not include the potential impact of any mergers, acquisitions, divestitures or other business combinations that may be completed after Jan. 10, 2005. These statements also do not include any impact related to the expensing of stock options under the Financial Accounting Standards Board's Statement 123R, which is effective for quarters beginning after June 15, 2005. Expensing of stock options would decrease gross margin, increase expenses (including R&D expenses) and affect the tax rate.

-- Revenue in the first quarter is expected to be between $8.8

billion and $9.4 billion.



-- Gross margin percentage for the first quarter is expected to

be approximately 55 percent, plus or minus a couple of points,

as compared to 56 percent in the fourth quarter of 2004. The

gross margin percentage could vary from expectations based on

changes in revenue levels, product mix and pricing,

manufacturing yields, changes in unit costs, capacity

utilization and the existence of excess capacity, and the

timing and execution of the manufacturing ramp and associated

costs, including start-up costs.



-- Gross margin percentage for 2005 is expected to be

approximately 58 percent, plus or minus a few points, as

compared to 57.7 percent in 2004.



-- Expenses (R&D plus MG&A) in the first quarter are expected to

be between $2.5 billion and $2.6 billion. Expenses,

particularly certain marketing and compensation expenses,

could vary from expectations depending on the level of demand

for Intel's products and the level of revenue and profits.



-- R&D spending for 2005 is expected to be approximately $5.2

billion, as compared to $4.8 billion in 2004.



-- Capital spending for 2005 is expected to be between $4.9

billion and $5.3 billion, as compared to $3.8 billion in 2004.

The expected increase is primarily driven by investments in

300mm, 65nm production equipment that will enable

cost-effective production of dual-core microprocessors and

other products.



-- Gains from equity investments and interest and other in the

first quarter are expected to be approximately $100 million.



-- The tax rate for 2005 is expected to be approximately 31

percent. The tax rate expectation is based on current tax law

and current expected income, assumes Intel continues to

receive tax benefits for export sales, and does not reflect

the impact of any potential repatriation of cash under the

American Jobs Creation Act. The tax rate may be affected by

the closing of acquisitions or divestitures, the jurisdiction

in which profits are determined to be earned and taxed,

changes in estimates of credits and deductions, the resolution

of issues arising from tax audits with various tax authorities

and the ability to realize deferred tax assets.



-- Depreciation for the first quarter is expected to be

approximately $1.2 billion, plus or minus $100 million.

Depreciation for the full year is expected to be approximately

$4.4 billion, plus or minus $100 million.



-- Amortization of acquisition-related intangibles and costs is

expected to be approximately $40 million in the first quarter

and approximately $120 million for the full year.



FOURTH-QUARTER REVIEW AND RECENT HIGHLIGHTS



Financial Review



-- Gains from equity investments and interest and other were $127

million, above the previous expectation of approximately $65

million.



-- The effective tax rate for the quarter was 29.9 percent, below

the previous expectation of 30.5 percent.



-- Intel used $2 billion in cash to repurchase 89 million shares

of its common stock during the quarter under an ongoing

program.



-- The company's board of directors approved a doubling of the

company's cash dividend to 8 cents per share beginning with

the first-quarter 2005 dividend declaration. The board also

authorized the repurchase of an additional 500 million shares

of common stock under the company's ongoing stock repurchase

program.


Key Product Trends (Sequential)



-- Intel Architecture microprocessor units set a record with

record unit shipments of enterprise and mobile processors. The

average selling price was approximately flat.



-- Chipset units set a record.



-- Motherboard units set a record.



-- Flash memory units were higher.



-- Wireless connectivity units set a record. Wired connectivity

units were higher.



Intel Architecture Business





Intel had record shipments of microprocessors, chipsets and motherboards during the quarter and demonstrated three upcoming dual-core processors for the enterprise, desktop and notebook market segments.

For the enterprise, Intel had ongoing strong demand for the company's 64-bit Intel® Xeon™ processor, which surpassed 1 million units in the first two quarters of shipments. Intel also enhanced its Itanium® 2 processor line-up with six new processors for multiprocessor, dual-processor and low-voltage system designs. The company announced it would hire HP's Colorado-based Itanium processor design team while HP announced plans to invest more than $3 billion over the next three years to drive the development and sales of its Itanium-based systems. According to the latest Top500* ranking, Intel processors power 64 percent of the world's fastest supercomputers, a 15-fold increase over the past three years. Itanium-based systems make up 83 supercomputers on the Top500 list, including NASA's Project Columbia system, listed as the second fastest in the world.

In mobile, Intel introduced the Pentium® M processor 765 for thin-and-light notebook PCs along with the Mobile Intel Pentium® 4 processor 552 for desktop-equivalent multimedia notebooks. The company also previewed a next-generation notebook PC platform code-named Sonoma, which began shipping for revenue during the quarter. The new platform combines the mobility associated with Intel Centrino™ Mobile Technology with support for advanced audio, video, 3D gaming and TV-out capabilities traditionally found in desktop PCs and full-size notebooks.

For the digital home, entertainment PC products from major OEM manufacturers began shipping during the holiday buying season. Based on the Pentium® 4 processor with HT Technology and the Intel 915 Express Chipset, the entertainment PCs combine many of the capabilities found in consumer electronics devices such as CD/DVD players, gaming stations and personal video recorders into a single platform that also supports Web content browsing and home networking. Intel Capital invested in three additional companies developing enabling technologies for the digital home while Intel and Linksys announced a digital media adapter that enables consumers to enjoy movies and music on multiple networked digital devices in the home. The Linksys adapter supports technology called DCTP/IP that allows protected premium content to be experienced in the digital home.

For the desktop, Intel introduced a new PC platform aimed at power users and gaming enthusiasts. The platform includes the Pentium 4 Processor Extreme Edition at 3.46 GHz and the Intel 925XE Express chipset, which supports a 1.066 GHz front side bus, PCI Express* graphics and Intel High Definition Audio.

Intel Communications Group

In flash, the company saw continued strong growth in demand for its Intel StrataFlash® Wireless Memory, which helped Intel regain its market segment share leadership in NOR flash memory. The company also released software tools that make it easier for developers to create advanced applications for next-generation multimedia phones that use Intel StrataFlash memories and Intel Wireless Flash memories.

In wireless networking, Intel shipped a record number of WiFi connections during the quarter and announced plans to work with Clearwire, a wireless broadband services company, to accelerate the deployment of WiMAX networks worldwide. Clearwire received an investment from Intel Capital and plans to deploy equipment that uses Intel WiMAX silicon. In cellular, Intel, IBM and NTT Docomo released the Trusted Mobile Platform, a security specification for cell phones and other handheld devices designed to help make online purchases more secure and protect against viruses.

In network processing, Intel announced new product lines for communications and embedded networking applications. The Intel IXP2325 and IXP2350 network processors are Intel's first built on 90nm process technology and are targeted at network access and edge applications. The Intel IXP460 and IXP465 network processors provide designers of embedded systems with a higher performing Intel XScale® core, expanded connectivity options, and system reliability and security enhancements.

In storage area networking, Intel introduced a low-voltage 64-bit Intel Xeon processor offering greater memory addressability for storage-intensive applications such as large databases. Emulex announced plans to use Intel's 2-Gbps optical transceiver in a new Fibre Channel adaptor for storage area networks.

Technology and Manufacturing Group

Intel exited the year with more than 80 percent of its processor shipments to the computing industry based on 300mm, 90nm technology. The company also made significant progress in its 65nm technology development, including the demonstration of commercial software running on a forthcoming dual-core microprocessor for notebook PCs code-named Yonah. Intel also began installing equipment at its Fab 12 facility in Arizona -- the company's fifth 300mm fab -- which is on schedule to produce 65nm processors in late 2005, with volume ramping in 2006.

EARNINGS WEBCAST

Intel will hold a public webcast at 2:30 p.m. PST today on its Investor Relations Web site at www.intc.com. A replay of the webcast will be available until April 19.

STATUS OF BUSINESS OUTLOOK AND MID-QUARTER BUSINESS UPDATE

During the quarter, Intel's corporate representatives may reiterate the Business Outlook during private meetings with investors, investment analysts, the media and others. Intel intends to publish a Mid-Quarter Business Update on March 10. From the close of business on March 4 until publication of the Update, Intel will observe a "Quiet Period" during which the Business Outlook disclosed in the company's press releases and filings with the SEC on Forms 10-K and 10-Q should be considered to be historical, speaking as of prior to the Quiet Period only and not subject to update by the company. For more information about the Business Outlook, Update and related Quiet Periods, please refer to the Business Outlook section of Intel's Web site at www.intc.com.

Ora in After....

(chart by staff)

Lo dicevo che Intel non me la contava giusta .... stranamente i dati sono stati peggiori ( si fa per dire) dell'outlook, hanno sbracato sui margini per recuperare quote di mercato e far fuori il magazzino ma prevedono margini in aumento nel 2005 ...

Chip: I risultati e l'outlook di Intel rianimano il comparto
12.01.2005

Intel (US4581401001) ha presentato ieri dopo la chiusura delle contrattazioni negli Stati Uniti una trimestrale ed un outlook che hanno soddisfatto le attese del mercato. Il colosso dei chip ha fatturato nel quarto trimestre dello scorso anno $9,6 miliardi per un utile per azione di $0,33. Gli analisti avevano atteso in media $9,41 miliardi ed un utile per azione di $0,31. Per quanto riguarda l'intero esercizio 2004 i ricavi di Intel hanno ammontato a $34,2 miliardi e superato il precendente record di $33,7 miliardi registrato nel 2000. L'utile per azione è cresciuto dai $0,85 del 2003 a $1,16. Soddisfacente anche l'outlook sul primo trimestre 2005. Intel attende ricavi di $8,8-9,4 miliardi, mentre le stime degli analisti sono di $8,94 miliardi. Il margine lordo nel corrente trimestre dovrebbe essere pari al 55% e crescere leggermente nell'intero esercizio 2005 dal 57,7% del 2004 al 58%. La buona trimestrale e l'outlook sono stati coronati dalla notizia di scorte di magazzino in calo e dall'annuncio di un raddoppio del dividendo.
Il titolo di Intel ha guadagnato nel dopo-borsa il 3,2% ed ha rianimato l'intero comparto dei chip che aveva registrato ieri una seduta da dimenticare in seguito al profit warning di AMD (US0079031078), vedi a proposito: Semiconduttori: AMD lancia warning su ricavi ed utili). Dopo aver perso nella seduta regolare circa il 26% AMD stessa è salita nel dopo-borsa del 1,7%. Tra gli altri principali titoli del settore Texas Instruments (US8825081040) ha guadagnato lo 0,8%, Applied Materials (US0382221051) il 3,1% e Micron Technology (US5951121038) l'1%.

Redazione (Francoforte) 9.00

http://www.borsainside.com/mercati_usa/usa...a_comparto.shtm

Questa è interessante ...

AMSTERDAM, Jan 31 (Reuters) - The global chip industry achieved a record year of revenues in 2004 despite an end-of-year slowdown, an industry survey found on Monday.

Total revenues from the world's semiconductor makers rose 28 percent to $213 billion, shattering the previous record in 2000 when the technology bubble pushed sales to around $200 billion, the World Semiconductor Trade Statistics (WSTS) group found.

The WSTS is an alliance of the world's main chip makers, representing 85 percent of global sales.

But global chip sales fell in December compared with November as last year's expansion slowed in the fourth quarter due to inventories and pricing pressure.

December sales totalled $18.37 billion, 3.5 percent lower than in November, but still up 14.6 percent compared with the same month a year earlier. Looking at year-on-year comparisons, December growth was well below the 28 percent increase for the year as a whole.

This was the trend for the fourth quarter as a whole, traditionally the year's strongest period.

The worldwide semiconductor market in the fourth quarter decreased by 0.8 percent compared with the third quarter.

The American Semiconductor Industry Association (SIA) said in a statement that the decline was muted and that high gasoline prices did not seriously dampen sales of consumer electronics during the end-of-year holiday gifts season. Semiconductor manufacturers have said in recent weeks that inventories have now returned to normal levels, which should help their performance.

Texas Instruments (TXN.N: Quote, Profile, Research) , STMicroelectronics (STM.PA: Quote, Profile, Research) and Philips Electronics (PHG.AS: Quote, Profile, Research) have all issued guidance for quarter-on-quarter revenue declines in the usually much slower first quarter, with the midpoints of their forecast ranges lying between 5 and 8 percent.

Market research firm iSuppli, in a separate report, said excess semiconductor inventories in the electronics supply chain declined significantly in the fourth quarter.

Prospects for the industry in 2005, however, are less buoyant than in 2004 because there is more production capacity while demand for cell phones and computers is not seen rising as briskly as in 2004.

SAN FRANCISCO, Feb 3 (Reuters) - Intel Corp. (INTC.O: Quote, Profile, Research) , the world's largest chipmaker and a component of the blue-chip Dow Industrials index, on Thursday said its board had declared a quarterly dividend of 8 cents per share on its common stock.
The dividend is payable on March 1, 2005 to stockholders of record on Feb. 7, 2005, the company said in a statement.

Allora Max facciamo il punto della situazione
alla fine della prima settimana di febbraio.

INTC vale $ 23 e chiude la settimana sopra $ 22.66
valore dinamico importante, assieme a:
$22.66
$23,56
$24.24

$ 24.80 e' il "perno"
Il gap e' $ 26.05- $24.17
Lo chiudera' tutto ?
$ 26.27 e $26.95 rappresentano un obiettivo al rialzo
ma anche un punto dove l'ipotesi di reverse "alla ricerca di "UN MINIMO"
2005 per INTC", risulta rilevante. Che minimo ? In che trimestre ? nel primo o nel secondo ?

Tornare al di sotto dei terzo dei tre livelli dinamici segnalati potrebbe portare ad un impulso repulsivo al ribasso anche sotto 19.85 (verso $ 17 , soglia confermata da un gap tra $17,27 e $ 17,72 [ un secondo a $16.15-$16.33] )


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Il $Sox ha fatto il suo giretto sotto soglia 400 e nel frattempo i vari titoli ad uno ad uno hanno mostrato la "loro " forza relativa:

TXN da $ 25 a 20 e viceversa ( n.b: ieri 24.80)
AMD (una "tua" felice intuizione) dal TOP a $ 24 al pw a 15 e da 15 ai quasi 18
di oggi...

Tra le minori (vedi il topic) CY mostra segnali incoraggianti con nuovi massimi, mentre VTSS e CATS reagiscono bene, ma ancora sono rimaste molto indietro.

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Per TIC : dopo aver "evitato" di rimanere ferma e "marginata" puoi tornare a mostrare interesse per " questo sottostante", che sembra abbia deciso di muoversi
un po'.

Bene oggi INTC,
In tabella un livello sotto il quale meglio non tornare.

Non dimenticate Intel ... che quatta quatta si avvicina ai 24$

Data: Wed, 16 Feb 2005 20:40:46 +0100
Oggetto: intc ....


02/16/05 20:41:34 24.2194 24.21 24.22 66.245.641

$ SOX ....sulle due ore.
Non vedo testa spalla rialzisti su nessun frame.
Rifletto sul fatto che una chiusura "seduta" sulla nera
lascia aperta la possibilita' di aperture in gap up lunedi'...
ma non esclude anche un gap down ...

INTC staziona in terra di nessuno a $ 24.03

puo' uscire da entrambi i lati.

Difficile, molto difficile dire cosa puo' accadere.
Il triangolo sugli indici si sta stringendo sempre piu'...

le.gg.e

Brutte news per AMD, discrete per INTC ( diciamo scampato pericolo)

PHOENIX, Feb 23 (Reuters) - Dell Inc. (DELL.O: Quote, Profile, Research) has renewed confidence in Intel Corp. (INTC.O: Quote, Profile, Research) as its sole supplier of microprocessor chips and is no longer seriously considering rival Advanced Micro Devices Inc. (AMD.N: Quote, Profile, Research) as an alternative supplier, Dell's chief executive said on Wednesday.
Speaking to investors at the Goldman Sachs Technology Symposium here, Dell CEO Kevin Rollins said that Dell, the world's largest personal computer maker, had been considering turning to AMD as a second source of chips that function as the brains of PCs.

"That's looking like 'No'," Rollins said of Dell's decision not to use AMD. "For a while it was looking like 'Yes.'"

Rollins said his company's customers and key Wall Street analysts had begun demanding that Dell start offering PCs based on AMD chips after missteps by Intel. Dell is alone among major PC makers in relying on Intel as its exclusive microprocessor provider.

"We believe that Intel has responded," Rollins said of how Intel had played catch up over the past year to match innovations introduced by rival AMD. "That is now beginning to put customers more at ease that they don't need to make a shift (to AMD)," he said.

Semiconduttori: Dell da il ben servito a AMD
Kevin Rollins, CEO di Dell Computer, ha frenato oggi le ambizioni di AMD e dichiarato che la sua impresa continuerà a puntare anche in futuro solo sui microprocessori di Intel. Il titolo di AMD in forte ribasso al NYSE.


http://www.borsainside.com/mercati_usa/usa...3_dell_amd.shtm

Su AMD , Max ... ci sta
siamo sotto la nera...e perde quasi il 4%

ma su INTC (adesso - 2.74%) ..vista la "performance" di PTSC ... (ieri a 0.30 )

starei accorto.

Entrambe adesso "stazionano" su S2
Ricordati che la Comunita' Europea , puo' "pesare" se decide che INTC ha commesso infrazioni. (non si e' saputo piu' nulla ?!)

Sono arrivato da mezz'ora, stasera ti so' dire qualcosa di piu'... le.gg.e

Ola'

Il settimanale di INTC

Come vedi il DMA rispetto alla curva dei prezzi
e' disposto diversamente rispetto
a amd (sulla quale rimane sotto)
Su intc fa da tappo alla chiusura del gap...

J.P. Morgan Securities upgraded Intel (nasdaq: INTC - news - people ) to "overweight" from "neutral" and raised its stance on the semiconductor sector to "bullish" from "neutral." J.P. Morgan said, "It appears several leading indicators of the industry such as gross margins, utilization rates, earnings estimates and year-over-year growth rates are bottoming and should begin to improve in the second quarter of 2005." The research firm said Intel "is poised for multiple expansion, driven by an improvement in gross margins due to higher utilization rates and low inventory." The firm said Intel's days of inventory are roughly 8% below its historical average, "which provides the company with superior gross margin expansion relative to our coverage universe." J.P. Morgan said, "We believe companies with the most operating leverage should outperform during the upturn, and we believe Intel has some of the highest leverage in our coverage universe, with quarterly gross margins estimated to increase 600 basis points from 53% during calendar 2005 to 59% during calendar 2006." The firm maintained its estimates for Intel's calendar 2005 and 2006, noting that they "already account for a mild upturn"; J.P. Morgan expects calendar 2005 earnings of $1.16 per share on revenue of $37.7 billion, and calendar 2006 earnings of $1.27 per share on revenue of $40.1 billion.