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Intel Corporation Message Board

  • wallisweaver wallisweaver Nov 7, 2011 1:45 AM Flag

    Q4 Outlook-Number 22

    1.) Consumer demand continues to rise in emerging markets.
    2.) Demand for Romley is forecasted to be 20x that of Nehalem.
    3.) Romley is expected to launch early next year with almost 2x the design wins Nehalem had at its launch.
    4.) Medfield-based devices (tablet and smart phone) to launch in the first half of next year.
    5.) New revenues from McAfee's Deep Defender, the groundbreaking new security product and the "first fruit of the collaboration between Intel and McAfee."
    6.) More than 70 designs in the Ultrabook pipeline.
    7.) Ivy Bridge in volume production.
    8.) Inventories are at healthy levels, tightly managed by Intel customers.
    9.) Gross margin is projected to improve by 2 points over Q3 and 5 points over Q2.
    10.) Q4 forecasts assume a late quarter qualification for sale of Ivy Bridge, Intel's first 22nm product.
    11.) The Board of Directors has approved a $10 billion increase in buy-backs.
    12.) Business spending for cloud storage to triple by 2015.
    13.) Intel will have 14nm up and running before having to deal with EUV or 450mm wafers. Not so for competitors who may have to deal with all three at the same time, greatly increasing the risk of significant delays.
    14.) Intel, with its dividend and cloud-related performance, represents a safe haven in a weak tech and economic quarter. The stock price will benefit from the rotation out of higher risk stocks and investments. And the tech downturn will be over in Q1 of 2012.
    15.) HP quickly reverses the decision to leave the PC fold. Even Meg Whitman could get this one right.
    16.) September SIA gives Intel a big thumbs up.
    17.) Intel the Big Winner in Booming Quarter for Graphics
    18.) Another dividend increase due the 2nd week in November?
    19.) Romley, Ivy Bridge and Haswell: The Intel Triple Threat
    20.) Chip inventories down across the sector.
    21.) ARM fabrication void after 20nm. Nothing in sight for years.
    22.) Intel and ARM P/E ratios due to cross over by 2013, due to ARM's serious fabrication problems now becoming more obvious.

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