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Intel Corporation Message Board

  • wallisweaver wallisweaver Jul 28, 2011 11:29 AM Flag

    Q3 Outlook

    1.) Improved margins, up 3.5 points.
    2.) Improved revenue and profit guidance.
    3.) Japan bump.
    4.) 40% of our free cash flow allocated to dividends.
    5.) Continued stock buy-backs.
    6.) Here comes Romley, Sandy Bridge for servers.
    7.) PC business for all non-netbook products is running double digit growth.
    8.) 22-nanometer process technology remains on track for high-volume production in the second half.
    9.) Cloud, data center and server business continues to ramp.
    10.) Mac Airs, Mac Airs and more Mac Airs.
    11.) Sandy Bridge processors appear in sub-$400 notebooks.
    12.) Capex spending increased by 500 million, partially for 7nm.
    13.) Mac Air/Pro Hybrid coming out in time for the holidays.
    14.) 14nm Atoms will offer 10 to 20 times existing performance.
    15.) MicroVision Signs Agreement with Intel to Expand SHOWWX

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    • 13.) Mac Air/Pro Hybrid coming out in time for the holidays.



      You gotta to love it

    • >7.) PC business for all non-netbook products is running double digit growth.
      8.) 22-nanometer process technology remains on track for high-volume production in the second half.<<

      Great point on the netbooks. Most of the volume decline is in the lower margin netbook area, while the higher margin CPUs are doing fantastic! One reason why the numbers look fantastic--server CPUs being the other. However, point 8 is puzzling to me. I know Paul O. said that in the CC, but most of the geek news sites are saying Intel is telling their customers that Ivy Bridge won't be out until Spring of '12. Multiple sites appear to be hearing this from contacts at the large OEM/ODMs, so it begs the question: what will they be making? If they produce and hold the Ivy volume, that seems like a long time. Maybe Intel has some tricks up their sleeve? Thoughts?

 
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