Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 47.68

+8.2%

12:38 PM EST

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From: etchmeister	3/10/2005 10:01:13 PM
	Read Replies (1) of 186894

However, if INTC is successful in its strategy to move from selling processors to platforms (in desktop and servers), INTC could see a strong rebound in 2006/07.>> What are they talking about? chipsets? graphic processors? To: Sarmad Y. Hermiz who wrote (22046) 3/10/2005 5:15:15 PM From: Donald Wennerstrom Read Replies (1) of 22065 Sarmad, I was just reviewing the data you posted earlier from Komag, Message 21120833 <<The Company is experiencing strong demand from all four major disk drive customers.>> implying that PC's are doing "just fine". Not so, says CSFB from their review of INTC posted yesterday. <<• 2005 outlook more challenging. CSFB is projecting slowing growth in PCs (8% long-term growth, below the 11% in 2003 and 2004). We believe INTC could lose revenue share to AMD (in both servers and desktops) due to AMD’s increasingly equivalent offerings and substantial ASP gap to close (~40%). ASP and market-share erosion combined with overcapacity risk could weigh heavily on INTC’s profitability in 2005 and beyond. • Outlook. We rate INTC underperform given its weak secular product positioning within the broader semiconductor industry, combined with risks from slowing PC unit growth and competitive pressures on ASPs and market-share in 2005. However, if INTC is successful in its strategy to move from selling processors to platforms (in desktop and servers), INTC could see a strong rebound in 2006/07.>>

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