Krishna Shankar
Krishna Shankar
beginning corporate intel lower march month prudent quite slow spending strong tends
Corporate IT spending tends to be quite slow in the beginning of the year. March could be a strong month so it was prudent for Intel to lower guidance.
charge negative seems surprise
I think the impairment charge seems to be a big negative surprise to investors,
chips easy hopefully including money pause percent stocks upside
The easy money has been made in many of the semi stocks, including Intel, but I still think some chips stocks have 20 to 25 percent upside left. This is hopefully the pause that refreshes.
apple based broaden entertainment expect home intel likely mac mini notebooks platform
We expect Apple to broaden its use of Intel processors with the likely introduction of new low-end and mid-range notebooks and also a likely Mac Mini home entertainment platform based on Intel architecture.