Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Amy J who wrote (181121)	5/13/2005 12:02:02 PM
From: Lizzie Tudor	Respond to of 186894

yeah I was so surprised by the AH reaction to dell and all the infrastructure stocks I decided to listen to the Dell call. It wasn't great, but not bad and that just goes to show you how low the expectations are for tech stocks in here. NVDA also had a blowout. And look at today's chart on cirrus logic CRUS (no idea whats going on there). MRVL seems to be the strongest chip stock though. I'd love to know why, or what they do.

To: Amy J who wrote (181121)	5/13/2005 12:23:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 186894

Intel, AMD May Benefit From Strong PC Supply Chain 05.13.05, 12:13 PM ET Bear Stearns maintained an "outperform" rating and $29 target price on Intel (nasdaq: INTC - news - people ), saying that while the company's exposure to the flash market is relatively small, its execution in the NOR chip market has been "superb." On the microprocessor side, data points from the PC supply chain have been positive for the second quarter, according to Bear Stearns. The research firm said Intel's ability to lower production costs should accelerate in the second half of the year given its 65nm transition and lower startup costs. Bear Stearns said positive data from the PC supply chain bode well for Advanced Micro Devices (nyse: AMD - news - people ). But AMD's significant exposure to the flash memory market, which represents 36% of revenue, should limit revenue upside in the near term. "Although we are not lowering our estimates at this time, we believe our second-quarter revenue and earnings-per-share estimates for AMD are at risk if order rates from the wireless market do not improve in June," Bear Stearns said. Elsewhere in the sector, the research firm maintained a "peer perform" rating on SanDisk (nasdaq: SNDK - news - people ) and an "outperform rating" on Samsung Electronics.