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Intel Corporation Message Board

  • kored35 kored35 Aug 31, 2011 10:40 PM Flag

    Alert:Novellus warns on PC demand !

    Tablet demand is strong !
    Phone Demand is STRONG !
    PC DEMAND IS WEAK !
    HMMMM
    DOES INTEL MAKE PC CHIPS OR TABLET AND CELL PHONE CHIPS ?

    "On the call, CEO Rick Hill remarked that since the company’s Q2 call on July 12th, Novellus customers have “become more cautious” as a result of “persistent weakness in consumer PC demand in developed markets.”

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    • Webcast of update call.
      http://ir.novellus.com/index.cfm


      Novellus lowered top end revenue guidance (from $300m-$340m to $300m-$320m) and RAISED EPS $.65 to $.75 per share forecast.

      If the foundaries are seeing weakness, is that because of end user market problems for foundary customers OR is it because Intel (not a foundary customer) is taking business from foundaries?


      Also .... lots more in call ... 31:30 minutes long

      Start at 2:29 minutes after safe harbor.

      About 2:50 minutes into call:
      Weak consumer PC demand in DEVELOPED markets.

      About 6:30 minutes into call:
      NAND strong.
      End microprocessor demand strong. Worldwide robust PC demand. <<<<<<<
      China doesn't give unit demand and that segment has remained strong. <<<<

      11:00 minutes:
      Demand forecast is for 9 months in the future, not tomorrow.
      Real end demand is not that weak.

      15:00 minutes:
      Large DRAM order pushed out of Q3. Lot of caution around new DRAM equipment.
      NAND and uprocessor remained strong.

      17:30 minutes:
      Demand forecast is for 9 months in the future, not tomorrow.

      19:00 minutes:
      Expansion of server technology by cloud.
      3%-5% increase per quarter in wafer starts at foundaries.

    • Do you know what Novellus does?

      "Novellus Systems, Inc., together with its subsidiaries, develops, manufactures, sells, and supports equipment used in the fabrication of integrated circuits"

      They sell equipment not Chips. How can they forecast chip sales?

      R u short market and trying to scare...

 
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