Mon, Jan 26, 2015, 11:40 AM EST - U.S. Markets close in 4 hrs 20 mins

Recent

% | $
Quotes you view appear here for quick access.

Intel Corporation Message Board

  • paul.ottelini paul.ottelini Nov 29, 2007 8:59 PM Flag

    Component tightness bodes well for margins per Citigroup.

    Dell indicated that certain components were tight in the quarter. As we wrote on 11/4/07, our checks suggest Intel's lead times have stretched and subsequent checks indicate that Intel is not currently able to meet customer demand. In particular, notebook component demand has been particularly strong (Dell expects notebooks to outgrow desktop by 6x in the next several yrs), boding well for Intel's margins. While notebook die sizes have increased in the move to Core, pricing remains 85% above desktop prices based on an unweighted average of all SKU's, underscoring the margin benefit. Meanwhile, our checks further suggest that Intel is again "cherrypicking" business, helping ASP's to remain stable (or even up) in 4Q07.

 
INTC
35.64-0.81(-2.21%)11:40 AMEST

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.