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Technology Stocks : All About Sun Microsystems
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To: cfimx who wrote (62323)11/26/2004 1:49:14 AM
From: QwikSand  Read Replies (1) of 64865
 
Room222 says:

intel will find the right formula and get all the money

and also

amd keeps chipzilla honest and away from doj investigations.

However, Credit Suisse First Boston says:

--QS

The Trend is Not Intel's Friend

Intel Corp. (INTC: Nasdaq)
By Credit Suisse First Boston ($24.16, November 23, 2004)

WE ARE DOWNGRADING shares of Intel Corp. to Underperform from Outperform based on poor positioning for secular growth; the risk of excess processor capacity; slowing personal computer growth and share loss to Advanced Micro Devices as well as limited traction outside processors.
[INTC]

While Intel will likely see near-term strength given low expectations, healthy seasonal build-demand, and improving inventories, we would be sellers into strength.

We believe semiconductor growth will increasingly be driven more by consumer and communications electronics requiring analog/mixed-signal and signal processing chips, and less by the digital processing that Intel's chips enable.

We are concerned that excess processor capacity is only the beginning. Based on Intel's and Advanced Micro Devices' current manufacturing plans and some conservative assumptions, combined processor supply will outstrip demand by 11% in 2005 and 33% in 2006.

We are projecting slowing growth in personal computers. We believe Intel will likely continue to lose share to Advanced Micro Devices due to that company's increasingly equivalent offerings, with an average selling price discount.

Intel's communications and consumer efforts have yet to show significant market traction, are still unprofitable, and largely immaterial to earnings.
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