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Intel Corporation Message Board

  • wallisweaver wallisweaver Jun 19, 2011 1:57 PM Flag

    Ten Days Left In the Quarter

    Q2 Outlook:

    1.) Sandy Bridge sales-Improved.
    2.) Server sales-Improved.
    3.) PC sales-Growing by double digits this year. Corporate upgrades in place as confirmed by Lenovo.
    4.) Tablet sales-Improved.
    5.) The Chromebook with Intel Inside now on sale-Improved.
    6.) Thunderbolt sales-Improved.
    7.) SSD sales-Improved.
    8.) Data center revenues-Improved. Apple spent $1 billion on just one.
    9.) 22nm products-Now in full production. Will start to move guidance.
    10.) 3D 22nm products will be here in the early part of 2012-Will start to move guidance.
    11.) Intel's fabrication wave into 22, 14, 10 and 7nm-Will start to move guidance.
    12.) Dividend-Improved.
    13.) Prospects for smartphones-Improved. Will start to move guidance.
    14.) Japan bouncing back, driving technology revenues higher.
    15.) Apple foundry business...
    16.) iCloud. Intel is a big winner from all cloud roll-outs.
    17.) Intel continues to roll out new video collaboration.
    18.) Intel is eating up Nvidia's low-end graphics market.
    19.) Non-PC processor sales-Improved industrial, healthcare, auto, etc. processor sales
    20.) Wall Street has already priced in a humongous miss.
    21.) Sandy Bridge MacBook Air will become Apple's primary machine.
    22.) Ultra-thin laptops are the next big trend.
    23.) Mac Airs cannibalizing tablets: 1.5 million per quarter.
    24.) Smart televisions
    25.) Google TV
    26.) Comcast to Use Intel Processors for Xfinity Set-Top Boxes
    27.) The collaboration with Intel's newest purchase McAfee to implement security on a chip.

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