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Technology Stocks : All About Sun Microsystems
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To: Rink who wrote (63706)2/8/2006 10:57:14 AM
From: sixty2nds  Read Replies (2) of 64865
 
08:09 INTC Intel: downgrade details (20.67 ) -Update-

ThinkEquity is downgrading INTC to Accumulate from Buy and lowering their tgt to $26 from $27 saying Intel's Dempsey processor appears to have slipped from March to May 2006 (6- 8 weeks). Firm says Dempsey is the first true dual-core processor expected from Intel, first intended for the server space. They expected that the majority of server revs from Intel in 2006 would have come from this platform (the Bensley platform, using the Dempsey processor). The firm says although Intel expects to be shipping this for revenue in 1Q06, it should be minimal (according to their guidance). The firm says a delay in Dempsey could delay much of Intel's server product line. They say this delay also puts Advanced Micro (AMD) in position to take even more share in the high- margin server space. The firm says Intel's Paxville dual core has been somewhat of a disappointment, and many customers have been waiting to buy the Dempsey and delay could drive more of them to AMD.
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