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the_floating_ gate
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re: Analysts lukewarm on Intel after Q3 report
the_floating_ gate   10/16/2010 3:41:40 AM
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Putting matters into perspective...lukewarm? Intel's current results exceeded WS expectations from three months ago! That's a fact. "Intel’s revenue forecast of $11.20 billion to $12 billion for the third quarter is higher than analysts’ projections for $10.92 billion." Intel did everything right but managing expectations - it's better to under commit and out perform. And WS took advantage quickly and turned it against Intel arguing PC's sales are falling off a cliff. It's amazing how an overall positive situation can be spin into a falling off the cliff scenario -n that's ws Here is my advise to EE- times - don't quote the analysts - analyze the analysts

the_floating_ gate
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re: Analysts lukewarm on Intel after Q3 report
the_floating_ gate   10/15/2010 2:27:06 AM
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Now Wallstreet tells Intel how to run the business - LOL - didn't they miss for the last 12 + month. Yes 1 st half was very strong so consequently the second half might be "softer" on a relative base - but what about the absolute base. sorry EE times - just cut this kind of analyst crap out - otherwise like Barron's you are becoming an extension of WallStreet - leave this kind to Barron's and focus on "real" news. "Intel also said it expects its fourth quarter gross margin to be between 65 and 69 percent, compared with 66 percent in the third quarter. Berger said Intel's fourth quarter gross margin guidance was also better than many feared and "suggests that Intel is successfully managing its fab utilization rates for a (very) soft landing." "JP Morgan analyst Christopher Danely, meanwhile, said he believes Intel is a little too sanguine on deteriorating business conditions and said the company is not moving quickly enough to adopt a defensive stance and lower capacity utilization rates. "Although we believe Intel is getting closer to lowering utilization rates and adopting a more defensive stance, the company’s tone on the conference call indicates to us that Intel believes business will improve," Danely wrote in a report circulated Wednesday. "We believe the company will miss guidance and adopt a defensive stance and lower utilization rates sometime over the next few months, at which point we could become more positive on the stock."

kdboyce
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re: Analysts lukewarm on Intel after Q3 report
kdboyce   10/14/2010 4:37:04 AM
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This story reminds me of one of my favorite gripes. It is my contention that a stock analyst cannot run the company(s) they cover(follow) for even one microsecond. I might add I do not expect them to do so. However, their pronouncements, good or bad, have been affecting company stock performance and sometimes executive decisions for way too long. Clearly, much of the short term view of business can be traced to what what street expects rather than what is ultimately good for the company and its shareholders over the longer term. And I really hate it when a report comes out that reads...."the analysts were disappointed as earnings fell short by a penny per share", or similar such sentiments. I blame the brokerage houses for sponsoring this type of analysis as well as investors for putting great stock (no pun intended) into what they say. As well, I blame company execs for being pulled this way, effectively conceding the business of business to those who don't understand the business. IMO, Intel's primary problem vis a vis the market is that they are a mature company and as such are not a "growth" story. They are an incremental story. After all, when numbers get into the billions, how many of us really know what that means? Better, we can understand a 3% growth forecast vs. a 10% growth forecast and believe the 10% growth is better. To Wall Street, Intel is not "exciting" anymore. Please do not bore the analysts with the fact that Intel still puts $$billions in the bank each quarter as profit (and doing so for several years now) while AMD struggles for consistent profits of any level. Meanwhile the analysts fawn over companies with no long term record and only an exciting story, driving market caps for such companies way out of reason. I think oxymoron is too kind an appellation.

old account Frank Eory
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re: Analysts lukewarm on Intel after Q3 report
old account Frank Eory   10/13/2010 10:58:19 PM
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"Stock analyst" might be the new oxymoron, just as "military intelligence" used to be!

daleste
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CEO
re: Analysts lukewarm on Intel after Q3 report
daleste   10/13/2010 9:53:41 PM
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Stock analysts always amaze me. We are neutral on the stock since the company believes business will improve. As soon as they miss guidance, we could be more positive. Does this make sense?



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