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Technology Stocks : Intel Corporation (INTC)

INTC 36.16

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9:35 AM EST

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To: matt dillabough who wrote (183993)	4/6/2006 8:31:12 AM
From: matt dillabough	of 186894

RBC Capital provides semiconductor industry outlook The firm is currently in Asia and their checks indicate a noticeable uptick in business trends for several semi companies. The scenario continues to seem quite similar to early 2004 when weakening PC growth but overall solid fundamentals coincided with a significant inventory build environment. Importantly, the macro backdrop continues to remain negative with supply growth jumping unabated, valuations still stretched and macro-demand indicators downticking. The firm continues to highlight Qualcomm (QCOM) as one of the few secular names investors should stick to if they want exposure to semis. Intel (INTC) weakness continues, with pricing declines worse. The firm's margin targets look like they could be at risk given the pricing data they're picking up in their checks. On the graphics front, Nvidia (NVDA) seeing uptick, with ATI (ATYT) stable. Marvell (MRVL) seeing sizeable uptick for June-Q. Broadcom (BRCM), interestingly, did not see an uptick in recent checks. Conexant (CNXT) and Silicon Labs (SLAB) ramping strong for June-Q with noticeable upticks. The firm also suggests Micrel (MCRL) is behind plan for March-Q.

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