Secondo me conta poco il peer perform su Intel, è poco sopra i minimi degli ultimi anni, peggio di così ... dovrebbe quotare sui 25$ almeno e adesso nemmeno raggiunge i 20$ .. che si deve perdere ancora ?

Si può si può anche fino a 15. Ha tuttora quotazioni stellari. Magari si può aspettarla su un triplo minimo in area 17 e con questi chiari di luna calante non mi stupirei affatto.

Io ne ho un pacchetto a 17$ comprate durante l'ultimo sell off e me le tengo ... almeno per ora ...

Come volevasi dimostrare ....

Sept 27 (Reuters) - Jefferies & Co. said it raised its price target on Intel Corp. (INTC.O: Quote, Profile, Research). to $24 from $22 and maintained its "buy" rating on the company.

The brokerage said it was getting increasingly convinced the semiconductor company has turned around and is poised to regain market share with its new products, superior roadmap and manufacturing capabilities.

Shares of the company closed at $19.96 Tuesday on the Nasdaq. (Reporting by Hari Kumar in Bangalore)

MAx, mi sei diventato cassettistaxsempre

Sto invecchiando ... per fare il trader devi avere la capa bella fresca e soprattutto dovresti essere vicino ad un computer ... per ora difendo le posizioni.

casomai ti fosse sfuggita la news, c'è una ricopertura di Torc Research & Investments su GNBT con target price a 12 mesi di 3-3.5 $
+ cassetto de così

Ciao Value
Non ho mai nascosto le mie preferenze di AMD versus INTC
e sono daccordo con te.

Un aggiornamento dei due grafici giornalieri

Capitera' di rivederle allo stesso prezzo per qualche minuto, nel breve periodo (50 sedute) ?

Che dite?
I98Mark se le troviamo a $ 22.40 entrambe, ci facciamo un pizza

Su AMD piena positivita' con close superiori a $ 25.03 verso area $ 28/30
Manca un pull in area $ 22 (incrocio nera e rossa/verde) forse buono per il mese di ottobre

Ciao Rw... secondo me un po' di spazio verso l'alto c'è per INTC... occorrerà vedere dove sarà arrivata per la terza settimana di ottobre... un'uscita e rientro non è da escludere...

Ho dato via le ultime PFE prese quando le segnalai sul forum... la pizza ce la possiamo fare lo stesso...

up

Max, scommetto che non le hai prese

Domani Martedì 16 gennaio trimestrale di Intel, atteso utile di 25cents per azione e se ciccano pure stavolta, sò cavoli amari ...

Speriamo di no se no so cazzi pure miei
e forza Lazieeeeeeeeea

Pure tu su questa scialuppa ?? Beh, almeno non sono solo ... ma io sono cassettista di brutto su questa.

perducchia quaòcpsa nell'ah..ma poca roba...un mezzo dollaretto....

Intel. Il colosso americano dei chip ha annunciato un calo del 5% del fatturato trimestrale e una discesa degli utili del 39%, risultati in linea con le attese.

Per ora siamo sul -4% ... eppure i risultati sono superiori alle attese ... qualcosa non quadra. Mah, comunque mi ero messo in ottica di lungo periodo su questa, quindi ...

forse il mercato dava per scontata la sorpresa positiva...magari qualche voce di corridoio..poi non confermata...

Mah, a me pare che qualcuno abbia dato il via e poi giustamente il mercato segue, d'altronde perchè incaponirsi su Intel quando sembra che ce ne siano altre che fanno faville ?

Da leggere :

Why Intel is poised to soar

The headline numbers from Intel's earnings report aren't encouraging. But the giant chip maker is beating the competition, and investors can benefit.

By Robert Walberg

The latest earnings report by Intel (INTC, news, msgs) is a case where investors need to look past the headlines.

That's because the headline numbers aren't pretty. Quarterly net income plunged 40% from last year on a 5% drop in revenue. Gross margins of 49.6% were in line with guidance but well below the 55%-to-60% range that used to be normal for the giant chip maker. Earnings per share of 26 cents exceeded Wall Street estimates by a penny. But that isn't the stuff of legends, especially not for an industry leader such as Intel.

However, Intel's numbers aren't as bad as they seem. The company is in an aggressive price war with upstart Advanced Micro Devices (AMD, news, msgs). Though it took a long time for Intel to concede that AMD is a worthy opponent, it looks like the company finally took a page from Sun Tzu's "Art of War" and has adopted the following principle: "Do not depend on the enemy coming, but depend on our readiness against him. Do not depend on the enemy attacking, but depend on our position that cannot be attacked."


In other words, Intel needed to stop looking over its shoulders and worrying about what AMD was doing or going to do, and start worrying about designing and producing the best possible product at a competitive price. If it succeeded -- with its resource advantage, failure would be difficult -- then the war with AMD would be won.

From this vantage point, the news from Intel is actually encouraging. The company has unveiled a slew of new products over the past several months that have helped the company modestly boost the average selling price of its chip sets. By contrast, AMD warned a few days ago that its profit would be well below expectations in part because its average selling prices were down "significantly."

What does this tell us? It looks like AMD is being forced to slash its prices in order to meet sales growth targets against Intel's revamped product line. Meanwhile, Intel is poised to use pricing pressure and a more favorable product mix to take back share.

Margins might not get back to the 55%-to-60% area anytime soon -- management conceded as much when it guided current quarter margins to 50%, plus or minus a couple points. But that's OK, at least in the short term. Intel's more aggressive approach toward the competition means that it will have to invest more in keeping its product line fresh, fast and functional.

The worst is over

It doesn't take a math genius to compute that increased capital spending and competitive pricing isn't the formula for margin growth. Nevertheless, it is a formula for resuming the leadership role in the microprocessor market.

As far as added development costs are concerned, Intel has taken steps to offset the impact of these moves on the bottom line by streamlining operations. For example, the company reduced its head count over the past six months by roughly 8,400, or nearly 8%.

Consequently, it's safe to assume that the worst is over for Intel when it comes to margin pressure and share losses. Toss in the much-delayed but important launch of Microsoft's (MSFT, news, msgs) new operating system, and the growing demand for its new dual-core and quad-core processors, and Intel could very well be at the threshold of another strong upturn in business. (Microsoft is the publisher of MSN Money.)

Heaven knows investors have waited a long time for the stock to turn higher (Intel would need to rally by more than 50% just to get back to where it was trading a few years ago). Nevertheless, it is up about 33% since bottoming out last summer. Once investors look past the disappointment of the headline numbers and see that Intel is actually winning the war against AMD, the stock should climb higher still. Don't expect a smooth ride, but, barring any setbacks, Intel should test the $28-to-$30 area over the next year.

x rox...c'è il call s06841 di sg..su intel..strike 23,5 scade a giugno....

oppure l's06841...sempre gn..ma 21,5 di strike...

SAN FRANCISCO (AP) -- Server and software maker Sun Microsystems Inc. has agreed to use chips from Intel Corp. in some of its servers and for Intel to endorse Sun's Solaris operating system, a person close to the deal told the AP late Sunday night.

An announcement is expected Monday, according to the person, who requested anonymity because the deal had not been made public. Specifics of the arrangement were not disclosed.

The deal marks a major design win for Intel, the world's largest computer chip maker, which has been fighting to reverse plunging profits and regain market share lost to archrival Advanced Micro Devices Inc.

It's also a sizable victory for Sun as the company continues its long climb back to profitability following the dot-com collapse and seeks more mainstream adoption of its servers and software products.

Shawn Dainas, spokesman for Sun Microsystems, declined to comment. Intel spokesman Tom Beermann also declined to comment.

The partnership comes amid an intensifying fight for market share between Intel and AMD.

Both companies have been slashing prices and incurring heavy expenses to transition to a more advanced manufacturing technology that will allow them to shrink the size of the circuitry on their chips.

They have also been waging an inch-by-inch battle for market share that has been particularly painful for Intel, whose previous generations of chips began falling out of favor for their high energy consumption.

Last year, Intel lost more than 5 percent of the overall computer chip market to AMD, according to Mercury Research. Longtime Intel loyalist Dell Inc. said it would also begin using AMD chips in its PCs and servers.

Some of AMD's most dramatic market-share gains have come in the high-margin server and laptop markets, areas where Intel traditionally had little competition.

However, Intel, which still commands about three quarters of the overall chip market, fired back at AMD last year by unveiling a new line of chips based on an upgraded design that industry observers cheered for delivering higher performance while giving off less heat.

The competitive pressure appears to be taking its toll on AMD, which is scheduled to report fourth-quarter earnings on Tuesday and has warned investors that plunging processor prices would "substantially" reduce operating income for the quarter.

AMD's focus on energy-efficiency helped the company lure away clients like Sun while Intel was still overhauling its product line.

AMD and Sun entered into a partnership in 2003, and in recent years Sun has relied exclusively on AMD to supply server chips based on the popular x86 microarchitecture, or design, used in many personal computers and servers.

Intel was also providing processors for Sun's x86 server line at the time, but was pushed aside out of concerns about the chips' power consumption.

Under the current deal, Intel will again provide chips for Sun's x86 line, though this time its Xeon processors are more powerful and boast dramatically improved energy-saving features.

Sun, which also makes its own line of Sparc branded processors, will still use AMD chips in some of its products, the person close to the deal said.

Sun, which is scheduled to report second-quarter earnings on Tuesday, is still clawing its way back to profitability after its gutting during the dot-com fallout.

The Santa Clara-based company has lost more than $5 billion since 2002, after tech-related spending dried up and demand plummeted for high-priced servers like Sun's that were snapped up during the boom but fell idle after the dot-com bust.

Intel's endorsement of the company's Solaris operating system is also an important victory for Sun, as many servers that use chips based on the x86 design often run on Linux or Microsoft Corp.'s Windows operating system.

Rumors of a Sun-Intel partnership had circulated since Friday, when Banc of America Securities analyst Sumit Dhanda wrote in a research note that Sun was considering using Intel's Xeon processors for its fast-growing x86-based server product lines.

Though Sun is a "fairly small player" in the market for x86-based servers, coming in sixth in terms of market share, Dhanda said, the company's sales in that market are growing rapidly.

Dhanda said such a partnership could allow Intel to gain as much as 50 percent of Sun's x86 business, which could translate into $25 million to $50 million in lost revenues for AMD.

"(W)hile the impact to Intel financials is not meaningful in the near-term, we think the shift away from AMD bodes well for momentum in Intel's server business over the course of the upcoming quarters," Dhanda said in the note.

Piove sul bagnato ... in teoria non sarebbe nemmeno male come news, in teoria. La notizia fa il paio oggi con quella che Intel intende costruire un impianto da 2.5 miliardi di dollari in Cina per la produzione di chips.

March 26 (Reuters) - Goldman Sachs cut its 2007 and 2008 earnings-per-share estimates on Intel Corp. (INTC.O: Quote, Profile , Research), citing weak processor pricing.

The brokerage, which has a neutral rating on the stock, cut its 2007 earnings-per-share estimate for Intel to $1.00 from $1.10, and that for 2008 to $1.20 from $1.35.

The recent deterioration in DRAM pricing is likely to have very negative consequences for the semiconductor production equipment makers in the second half, Goldman said in its research note dated March 25.

Goldman, however, expects Intel to continue to gain market share due to a superior product line-up and a significantly stronger balance sheet/P&L relative to Advanced Micro Devices Inc. (AMD.N: Quote, Profile , Research).

Consequently, Goldman expects Intel to emerge from the current price war with a better market position. (Reporting by Madhubanti Routh in Bangalore)

La vecchia leonessa che ti tira fuori ...

Nel primo trimestre del 2007 Intel (NASDAQ: INTC - notizie) ha conseguito ricavi per 8,9 miliardi di dollari, in flessione dell'1% rispetto all'analogo periodo del precedente esercizio. Nello stesso periodo l'utile netto si è attestato a 1,6 miliardi di dollari, in crescita del 19% rispetto al primo trimestre del 2006. L'utile per azione del trimestre è pari a 0,27 dollari. Il dato risente positivamente di oltre 300 milioni di dollari di imposte differite.

La "cessa" , altro che leonessa ... mi sa che non li regge i 21$ .

D'altronde, eclsudendo il tax benefit l'utile è uguale all'anno scorso ... e quindi rimane solo un miglioramento dei margini operativi, di fatto.

Pre-Market: 26.17 0.22 (0.85%) as of 8:35AM ET on 07/17/07

,,,,un aggiornamento

1 anno

,,, un buon 40%

SAN JOSE, Calif. (AP) -- Intel Corp.'s second-quarter profit jumped 44 percent on strong sales of microprocessors, but the company's shares fell amid signs that fierce competition continues to push chip prices lower.

Intel's stock price had risen 29 percent since the start of the year, hitting a new 52-week high of $26.33 before the earnings were released Tuesday. The stock fell nearly 5 percent to $25.05 in after-hours trading.

Cody Acree, senior semiconductor analyst with Stifel, Nicolaus & Co., said some investors may have been expecting too much from the company in the second quarter.

"It's a case of the stock having done so well, the expectations were probably unrealistic, at least as far as something in the summer months that would drive continued momentum," he said, adding that Intel's financial outlook is promising.

Intel, the world's largest semiconductor company, said net income for the three months ended June 30 was $1.28 billion, or 22 cents per share, compared with $885 million, or 15 cents per share during the same period last year.

Were it not for one-time tax gains, the Santa Clara-based chipmaker's profit for the latest quarter would have been lower by 3 cents per share. Analysts surveyed by Thomson Financial were expecting Intel to earn, on average, 19 cents per share.

Intel exceeded analysts' revenue expectations, ringing up $8.68 billion in the second quarter, an 8 percent increase over the $8 billion it reported in the same period last year.

But investors seemed unhappy with the company's closely watched gross profit margin, which fell to 46.9 percent of revenues -- at the low end of the company's forecast -- because of lower microprocessor selling prices and weak demand for NOR flash memory chips, which are primarily used in cell phones. Intel is in the process of unloading its troubled NOR flash division.

"It got a little tougher in the second quarter than we expected, but it's pretty consistent with our outlook," Andy Bryant, Intel's chief financial officer, said in an interview with The Associated Press. "We believe our best defense against pricing pressure is more and more product differentiation."

Price-cutting has hurt profits at Intel and its smaller microprocessor rival, Advanced Micro Devices Inc.

However, Intel has been able to withstand the pressure better because of its size -- Intel's $153 billion market value is 18 times as big as Sunnyvale-based AMD's -- and because of its faster transition to a more advanced chip-making process that boosts chip performance while lowering manufacturing costs.

AMD, whose stock price has fallen 19 percent since the start of the year, is scheduled to report its second-quarter results Thursday.

For the third quarter, Intel expects revenue between $9 billion and $9.6 billion -- in line with analyst estimates -- and gross margin of 52 percent of revenue, plus or minus a couple of percentage points.

,,,ha subito un " downgrades " da JMP Securities

JMP Securities downgrades Intel

By Matt Andrejczak
Last Update: 10:56 AM ET Jul 18, 2007


SAN FRANCISCO (MarketWatch) -- JMP Securities on Wednesday cut Intel Corp. to market perform from market outperform, following the chipmaker's second-quarter earnings report. Among other factors, JMP Securities cited the rally in Intel's shares this year and the potential for the price war with Advanced Micro Devices Inc. to continue through 2009. "The risk-reward for Intel is diminished," analyst Krishna Shankar wrote. Intel shares, which have surged 30% this year, fell 4% to $25.09 in midmorning trading. Shankar further suggested that investors "scale Intel back to a market weight position and overweight AMD."