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Analyst: Intel may miss Q1 sales target

3/11/2011 07:02 PM EST
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the_floating_ gate
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re: Analyst: Intel may miss Q1 sales target
the_floating_ gate   3/15/2011 5:25:27 AM
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This article is C - "Christopher Danely, an analyst with JP Morgan, said in a report circulated Friday (March 11) that aggregate February notebook ODM shipments declined roughly 20 percent from January, significantly greater than the seasonally typical 1 percent decline between those months." I heard this from J.P.M. since January - over and over again (published by Barron's) and now AGAIN here Do I see a correlation regarding the date - "a report circulated..." LOL - that sounds impressive - he just copied Digitimes - LOL Of course I can not expect from him to mention that Acer for example is expecting "a substantial sequential rise in March revenues" - not even to mention Intel's misstep in regards to chip set - obviously this must have an (temporary) impact His "research" is based on Digitimes Acer February revenues down 16% on-month Yen-Shyang Hwang, Taipei; Jessie Shen, DIGITIMES [Friday 11 March 2011] Acer has reported non-consolidated revenues of NT$28.05 billion (US$951 million) for February 2011, down 15.9% sequentially and hitting the lowest monthly level since July 2010. Revenues for the first two months of 2011 were NT$61.42 billion, showing a 35.6% decline from a year earlier. Acer's major contract partner, Compal, also saw revenues drop in February 2011 compared to the prior month and the same period in 2010. Acer began shipping new models to its channel clients at the end of February, according to market observers. The notebook vendor is expected to post a substantial sequential rise in March revenues, said the observers, adding that its contract partners will also benefit.

jhchang
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re: Analyst: Intel may miss Q1 sales target
jhchang   3/14/2011 7:01:05 PM
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This was Intel's own doing and they already (in a way) acknowledged it.

agk
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re: Analyst: Intel may miss Q1 sales target
agk   3/13/2011 3:18:30 PM
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Intel chips are used at wide level and they have a big customer base. So they will be reaching their projected levels.

goafrit
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re: Analyst: Intel may miss Q1 sales target
goafrit   3/13/2011 2:59:16 PM
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Not possible. Intel is at a great possible. They will beat estimates.

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