Intel - ein kurzfristiger Trade?
Zitat:
"Mini-Notebooks dürften Gartner zufolge weiterhin stark wachsen und wegen ihrer im Vergleich zu vollwertigen Notebooks oder PCs niedrigeren Verkaufspreise den Preisdruck im Markt erhöhen. Weltweit rechnen die Marktforscher nun mit 25 Millionen ausgelieferten Mini-Notebooks weltweit - im Mai hatte die Schätzung noch bei 21 Millionen gelegen."
INTC ist hier stark vertreten!
Außerdem:
<a href="http://www.deraktionaer.de/xist4c/web/Intel-macht-s-wie-Apple_id_201__dId_10891389_.htm">Intel macht's wie Apple</A>
Demnach gilt: Das Kursziel lautet 24,50 Dollar!
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Wertpapier: Intel Corp. |
By Ian Sherr and Clare Baldwin
SAN FRANCISCO, Oct 7 (Reuters) - Intel Corp should handily beat forecasts when it kicks off a busy earnings season for the chip sector next week, but investors worry that corporate spending will not rebound until mid-2010.
Investors have bet on a stellar third-quarter for the world's top chip maker, pushing its stock up nearly 25 percent in three months based on resurgent demand in Asia and other recovering economies.
But while consumer spending has lifted hopes for a broad recovery in the $250 billion global semiconductor market, some analysts do not foresee a sustained rebound in crucial enterprise IT spending until well into 2010, despite Microsoft's release of Windows 7 later this month.
'When you've got 60 percent of IT technology demand coming from enterprises, a key to the market rebounding is them starting to invest again,' said Ragen MacKenzie analyst Taunya Sell. 'With the whole Windows 7 thing, that's not going to be as soon as it comes out that enterprises are going to upgrade everything.'
Analysts expect chip companies, whose semiconductors and microprocessors are found in everything from PCs, cars and smartphones like Apple Inc's iPhone, to report slightly better quarterly earnings this time round, with an eye toward retailers stocking up for the holiday buying season.
Intel, whose microprocessors are found in three-quarters of the world's PCs is considered a bellwether for the tech industry.
It is expected to report earnings of 27 cents a share, excluding items, down from 35 cents a year earlier, according to Thomson Reuters I/B/E/S. Arch-foe Advanced Micro Devices is expected to post a loss of 42 cents a share excluding items, down from a year-ago 13 cent gain.
In August, Intel raised its forecast for third-quarter revenue to $8.8 billion-$9.2 billion, spurring a rally in tech shares.
GOOD NEWS?
Chipmakers have suffered in the global downturn as demand for electronics crumbled and oversupply triggered a two-year decline in DRAM and flash memory prices, and multiple bouts of factory closures and layoffs.
But there are signs of a sector-wide recovery. Global chip sales posted their sixth consecutive monthly increase in August, according to the Semiconductor Industry Association. Analysts say September chip sales will likely have risen more than 6 percent sequentially on holiday demand, Windows 7, and ahead of China's Golden Week.
The Philadelphia Semiconductor Index has gained 26 percent in the past three months.
'Consumer spending on notebooks has been pretty robust and you are seeing a pickup in China and the U.S.,' said ThinkEquity analyst Vijay Rakesh.
He added that companies have already begun manufacturing computers for the holiday shopping season, giving chip companies a likely boost.
That reinforces the prediction of Nvidia Corp's co-founder Jen-Hsun Huang, who in September said that he believed consumers would continue to lead the market.
'None of us are buying more expensive PCs for our companies, we're buying cheaper ones,' said the head of the graphics chip company.
In August, Nvidia said that it expected sales for the October quarter to rise 5 to 7 percent sequentially.
AMD, however, has been struggling to gain market-share from Intel in server, desktop and notebook hardware.
'Cash-flow is really the problem,' said Auriga analyst Daniel Berenbaum, pointing to the growth of netbook sales, a market in which AMD doesn't really play.
'They have a partner, who will essentially make sure they won't go out of business... But not going out of business and having a good, sustainable, ongoing, cash-generating business are two different things,' Berenbaum said.
Intel Chief Executive Paul Otellini said in late September he thought PC sales would be flat to slightly up compared with a year ago. His comments reinforced forecasts by industry trackers like Gartner, which the same month said it expected worldwide PC shipments to be down 2 percent compared to 2008.
IDC's Bob O'Donnell said investors will need to look at both quarters as a whole because many vendors held back product announcements from the U.S. back-to-school shopping season, opting instead to announce them after Windows 7 is released later this month.
The question now is whether the industry can sustain any upward momentum it has gained.
'The holiday sales season has to be good,' said Wedbush Morgan Securities analyst Patrick Wang. 'If it comes through and comes in decently, I think we'll be positioned for a pretty healthy cyclical recovery next year.'
(Editing by Edwin Chan, Leslie Gevirtz) Keywords: CHIPS/
(ian.sherr@thomsonreuters.com; +1 415.677.2542)
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Copyright Thomson Reuters 2009. All rights reserved.
The copying, republication or redistribution of Reuters News Content, including by framing or similar means, is expressly prohibited without the prior written consent of Thomson Reuters.
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Wertpapier: Intel Corp. |
Doch bis dahin sehe ich eine langen Weg!
Die Firmen nutzen jede Einsparmöglichkeit, so auch INTC (siehe "DATACENTER").
Das machen andere Firmen im Laufe der kommenden zwei Jahre gleichfalls, wovon INTC profitieren wird.
Technologisch ist INTC in einer klaren Vorreiterrolle und wird längerfristig wieder annähernd eine Kapitalisierung um 100 Mrd. USD erreichen!
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Wertpapier: Intel Corp. |
davon geh ich mal von aus!
rev: 9.4 mrd US-dollar
gross margin 58%
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Wertpapier: Intel Corp. |
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Wertpapier: Intel Corp. |
ohne gewähr
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Wertpapier: Intel Corp. |
Die Zahlen zum dritten Quartal haben die Experten überzeugt. Zwar musste das Unternehmen Umsatzrückgänge hinnehmen, die Analysten hatten jedoch mit einem stärkeren Minus gerechnet. Operativ hat Intel 2,58 Milliarden Dollar verdient (Vorjahr: 3,10 Milliarden Dollar), die Analystenprognose betrug 1,79 Milliarden Dollar. Auch der Ausblick auf das vierte Quartal ist positiv und für die Beobachter erfreulich. Sie erhöhen die Gewinnprognose und erwarten für das laufende Jahr einen Gewinn je Aktie von 0,79 Dollar (alt: 0,55 Dollar). Für 2010 steigt die Prognose je Aktie von 1,04 Dollar auf 1,35 Dollar an.
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Wertpapier: Intel Corp. |
Die nächsten Tage aber geht Intel nach oben und die Aussichten sind sehr gut. Anziehende Produktion und zusätzlichen Schub durch das neue Windows dürften für die nächsten Monate Kurssteigerungen garantieren.
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Wertpapier: Intel Corp. |
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Wertpapier: Intel Corp. |
Intel Corp. will rise more than U.S. government bonds during the next 10 years and investors should buy shares of the world's biggest chipmaker, said Marc Faber, the publisher of the Gloom, Boom & Doom report.
“In a recession like we have, the strong companies gain market share at the expense of weaker companies because they still have money to invest and to carry out research and development,” Faber said in an interview with Bloomberg Television. “I still think that the stock is not terribly expensive here.”
Intel predicted fourth-quarter revenue of as much as US$10.5 billion, topping the US$9.5 billion average estimate in a Bloomberg survey. The shares, which reached a 52-week high Tuesday, are up 40 percent this year on the Nasdaq Stock Market. Intel, whose chips power more than 80 percent of the world's PCs, kicked off two weeks of earnings by big U.S. technology companies. Its shares rose as much as 4.4 percent to US$21.39 in after hours New York trading Tuesday.
Faber told Bloomberg Television he advised people to buy Intel shares last December because it would beat the performance of U.S. government bonds over the next five to ten years. The yield on the benchmark 10-year Treasury note has been in a range between 2.14 percent and 4 percent this year.
The investor predicted on March 9 in a Bloomberg interview that equities would rally because of government stimulus measures. The Standard & Poor's 500 Index dropped to a 12-year low that day and has since climbed 59 percent. The MSCI World Index rallied 66 percent in that time.
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Wertpapier: Intel Corp. |
Ich bin auf nächste Woche ab Donnerstag gespannt, ob Windows 7 einen Schub gibt.
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http://www.godmode-trader.de/nachricht/...-bei-Intel,a1917151,b2.html
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Wertpapier: Intel Corp. |
Trendwende gebrochen? oder geht es noch ein Stück nach unten? Am Freitag wurde meinem Gefühl nach der Tiefpunkt bei 20.01.$ erreicht, ich kann mich aber täuschen ;-)
Wenn es normal läuft (was es leider nur selten tut), dann müsste es aufwärts bis ca. 22.50$ gehen, darüber wird es schwierig und wird davon abhängen, wie z.B. Windows 7 laufen wird und wie z.B. die Apple Zahlen ausfallen.
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Wertpapier: Intel Corp. |
Heute kommen die Apple Zahlen, am Donnerstag kommt Windows 7 das gibt noch einen Push.
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Wertpapier: Intel Corp. |
das wird Auftrieb geben, vielleicht nicht morgen, aber mittelfristig schon.
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Wertpapier: Intel Corp. |
Eilmeldung: Apple deutlich über Erwartungen
Cupertino (BoerseGo.de) – Der Computer- und iPhone-Hersteller Apple berichtet für das vierte Quartal einen Gewinn von 1,82 Dollar pro Aktie und übertrifft damit die Erwartungen von Wall Street um 40 Cent.
Der Umsatz fällt im vierten Quartal mit 9,87 Milliarden Dollar ebenso deutlich über den Konsensschätzungen der Analysten von 9,20 Milliarden Dollar aus.
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Wertpapier: Intel Corp. |
Die Aussichten sind gut bis sehr gut, aber heute könnte es wegen des Skandals einen schmerzhaften Dämpfer geben.
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Wertpapier: Intel Corp. |
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Wertpapier: Intel Corp. |
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