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Analysts eat crow after Intel's blowout Q1

4/20/2011 07:15 PM EDT
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t.alex
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re: Analysts eat crow after Intel's blowout Q1
t.alex   4/26/2011 2:10:07 PM
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If I am not wrong, it may be used for netbooks and this is a grey area where ARM may be coming into the picture soon.

Charles.Desassure
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re: Analysts eat crow after Intel's blowout Q1
Charles.Desassure   4/26/2011 12:51:42 AM
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A few months ago, I cannot recall the article; but there were many people who stated that Intel management were making a few bad investments and Wall Street analyst predicted that Intel earnings would suffer. Many of us disagreed. To report a 12% increase in sales during these time tough times, that is outstanding. Great job Intel.

goafrit
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re: Analysts eat crow after Intel's blowout Q1
goafrit   4/24/2011 1:16:17 PM
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who cares what these analysts write? they do not even understand the business.

jhchang
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re: Analysts eat crow after Intel's blowout Q1
jhchang   4/23/2011 4:22:58 PM
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Umm, Sandy Bridge is for desktop PC and notebook PC, and ARM is for mobile devices and not PCs? They target different markets and cannot be compared. At least at this point.

t.alex
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re: Analysts eat crow after Intel's blowout Q1
t.alex   4/22/2011 7:28:53 AM
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I am still quite surprised with the sales of Sandy Bridge, especially with the current rate of ARM adoption.

Hamletxi
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re: Analysts eat crow after Intel's blowout Q1
Hamletxi   4/22/2011 6:23:36 AM
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The most important take away from this article is too understand why the analysts blew the Intel earning estimates. To me over the last year 95% of Wall Street analysts got Intel wrong. 1)they don't understand the scale of the data center build-out. 2)they seem to be oblivious that Mac sales are booming with Intel inside. 3)Intel's lead in process technology gives them a big advantage in gross-margins. As of this year you could says Intel's and Micron's venture in NAND flash memory and their new 20nm process will increase earnings growth even more.

resistion
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re: Analysts eat crow after Intel's blowout Q1
resistion   4/22/2011 12:06:07 AM
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Maybe if we ignore them, they'll just go away?

Brad Pierce
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re: Analysts eat crow after Intel's blowout Q1
Brad Pierce   4/21/2011 11:11:09 PM
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Yes, investment advice from someone who is consistently wrong is very valuable if you always do the opposite. http://www.imdb.com/title/tt0824973/quotes

unknown multiplier
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re: Analysts eat crow after Intel's blowout Q1
unknown multiplier   4/21/2011 11:01:40 PM
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With pc sales diverted to tablets, Intel's breakdown of revenue doesn't ring true. http://rcpmag.com/articles/2011/04/16/gartner-tablets-to-blame-for-pcs-poor-q1.aspx

DrQuine
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re: Analysts eat crow after Intel's blowout Q1
DrQuine   4/21/2011 5:41:46 PM
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In New England we accept as an article of faith that the weather forecast will be wrong (the plan for this week was cloudy / rainy or thunderstorms all week but right now the sky is completely blue with not a cloud to be seen). I'm starting to think that stock analysts (absent illegal leaks from the corporation) have a similar track record. Kudos to Intel for their performance - and for maintaining their financial integrity.

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