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j2bcdtckir
02-06-2014, 12:35 AM
Intel Corporation Twitter

Intel's (INTC 3.6%) Q2 miss stemmed from a $130M shortfall in Other Intel Architecture sales (Atom, baseband chips, etc.), and not just PC/server CPU division weakness, says FBR, that is reiterating an Outperform and $28 PT. Nonetheless, shares remain lower due to Intel's lowered guidance and CC remarks about PC demand and inventories. Analysts questioned Intel about its guidance for flat 2013 revenue boost in spite of expectations on a major Y/Y drop in PC sales. Management insisted its view is cautious, but added it's counting on a 2H improvement in macro conditions, together with new Haswell/Bay Trail hardware, to spice up 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 grown as soon as 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 proscribed right at this moment. Intel is banking on improving macro conditions including a flurry of Haswell/Bay Trail notebook, tablet, and convertible launches later 2010 to lift sales. RBC and Bernstein aren't certain if 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 amount is $40M. Omek has changed Grasp, a shortrange hand/fingertracking solution (PC/mobile applications), and Beckon, a 1.53.5meter body/gesturetracking solution (living area applications). So far as commercialization goes, Omek might well be playing catchup to Leap Motion. Intel includes a long history of purchasing, and frequently buying, developers of technologies it thinks can drive soared more efficient CPUs, as well as perhaps help build 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 contains unsurprisingly run across opposition from payTV providers interested in maintain the status quo. Moreover, a newcomer that include Google (or Intel) are going to required steeper prices than incumbents. But if Google manages to get this kind of project up, YouTube can be an effective delivery/marketing vehicle, and allow an ideal way to bundle video. '14, PC http://palsport.com/include/main.php?q=121 industry sources tell Digitimes. Previous roadmaps indicated Kaveri, that is aimed toward 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, together with ultrabook CPU line codenamed Beema. Beema uses AMD's existing Jaguar architecture, and stands to switch the recentlylaunched Kabini. Intel (INTC) launched its powersaving 22nm Haswell CPUs recently; 14nm Broadwell CPUs are required this year.

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AMD (AMD +10.9%) continues rocketing higher after catching upgrades from BofA/Merrill and Canaccord, and appearance to end up 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 are able "transform AMD in to a profitable, diversified company having a multiyear recurring revenue stream, removed from its inconsistent past under Intel's shadow." Canaccord's Bobby Burleson swallows a similar view, and argues AMD can outperform "PCcentric names" ニューバランス 996 グレー (http://almalaf.net/include/main.asp?q=134) as embedded chip sales ramp. 15.3% of AMD's float was shorted in June 14.

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[Tech, For active people, Quick Ideas]

Global PC shipments fell 10.9% Y/Y in Q2 to 76M, estimates Gartner. That's nearly in spite of the 11.2% drop the firm estimated for Q1, and supports http://palsport.com/include/main.php?q=114 recent analyst commentary (I, II). shipments fell a particular.4% Y/Y, and rose 8.5% Q/Q; Gartner thinks i thought this was because 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%) was working on a Windows RT (MSFT +0.3%) tablet set to launch recording, but cancelled the project to focus setting up a Windows 8 tablet, The Verge reports. Leaked pictures on the shelved RT device suggest it experienced a 10" display and 4G connectivity. OEM involvement in ARMbased (ARMH) RT tablets has actually been waning caused by weak initial sales, an absence of support for older Windows apps, as well as the option Win. 8 tablets using the same form factors (made possible by Intel's Clover Trail Atom CPU). Look for Nokia's Win. 8 tablet make use of Intel's (INTC) upcoming Bay Trail Atom CPU.

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More Evercore's downgrade of Intel (INTC 3.9%): Analyst Patrick Wang can be involved about stillweakening PC trends, peaking chip prices, plus 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 compared to prior 6%. Citi's Glen Yeung, who's cut his Q2 Intel revenue forecast to $12.61B from $12.9B (consensus reaches $12.89B), says notebook production has become 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" aided by the Israeli government about investing one additional $10B in the area, says a government official. $7B will be spent over Several years to set up a fresh fab while in the town of Kiryat Gat, and $3B might possibly 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 last Decade, and contains received $1.3B in government grants for women. The chip giant additionally a local Micron (MU) fab that's because of be shuttered.

Mellanox (MLNX +1.7%) strengthens its 100G hand a lot 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, may help it deliver "endtoend optical interconnect solutions at [100G] and beyond." Both purchases appear aimed towards coping with the longterm threat presented by Intel (INTC), which (through acquisitions) truly wants to integrate InfiniBand controllers onto its server CPUs, and bake 100G silicon interconnects into its server platforms..

j2bcdtckir
02-06-2014, 03:55 AM
Clam Chowder Recipe

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