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Intel Corporation Message Board

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  • alexander.dumbass alexander.dumbass Sep 1, 2011 12:29 AM Flag

    Alert:Novellus warns on PC demand !

    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.

 
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