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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: robert b furman who wrote (61143)8/19/2013 10:34:07 AM
From: Donald Wennerstrom1 Recommendation

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  Read Replies (1) | Respond to of 95530
 
Intel upgraded to neutral at Piper Jaffray
9:21 AM ET 8/19/13 | Marketwatch

NEW YORK (MarketWatch) -- Intel Corp. was upgraded on Monday to neutral from underweight by analysts at Piper Jaffray. "The chip industry is now solidly in the post-PC era, but PCs are not going away anytime soon," the analysts wrote in a report.

"We expect a modest corporate refresh cycle driven by the end of support for Windows XP in April 2014 coupled with the release of Windows 8.1 in [the fourth quarter]." Also, with the launch of Bay Trail in the second half of 2013, "Intel now has a low-end processor for tablets with good enough performance for consumers," according to Piper Jaffray.



To: robert b furman who wrote (61143)8/19/2013 10:42:19 AM
From: FJB  Read Replies (3) | Respond to of 95530
 
The thing to keep in mind is that 8 super-cheap smartphones with 8GB of NAND, 512MB DRAM and a cheap CPU will have the same amount of silicon a one high-end iPhone 5 with 64GB of NAND, 1GB and a high-end CPU.

So the unit growth in smartphones could be misleading if it all comes from low-end phones, some of which are sold in place of high-end phones.