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Friday, 20 May 2011 11:56

Analysts claim that Intel is in trouble

Written by Nick Farell


Too much product not enough buyers
Chipzilla could be in deep trouble as processor shipments slow, it faces rising competition and record capital expenditure levels, according to bean counters at Goldman Sachs. The analysts downgraded Intel and advised shareholders to sell them.

Goldman analysts, including James Covello and Simon Schafer, said that there would be a glut in processors thanks to the fact that plants had been expanded. While Wall Street is forecasting a six percent year-over-year rise in Intel's sales, amid expanding gross margins, Goldman said that sales will be flat because of the excess capacity.

Intel will also face problems dealing with improved  products from AMD and tablets cannibalising notebooks Intel has not done well in the mobile business which has been earning lots of dosh for ARM. It is not clear how much Goldman's warning bothered Wall Street. 

Shareprices in the outfit dropped six percent, but appear to have stablised again. It looks like investors think that Intel will do well, what ever Goldman said.

Nick Farell

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Comments  

 
+13 #1 Jigar 2011-05-20 13:58
And in other news on Fudzilla itself Intel extends it's lead... :lol:
 
 
+6 #2 sirroman 2011-05-20 14:57
Quoting Jigar:
And in other news on Fudzilla itself Intel extends it's lead... :lol:



That's why it's a future analysis... Pay attention that Goldman Sachs advises to "hold", not to "sell": It doesn't believe that this record growth will continue, it will flatten because of increased competition, specially in the mobile segment.

Also, AMD will only "show to battle" now, mid year. And it's sells should only grow from what it has now.
 
 
+52 #3 silat 2011-05-20 17:30
Goldman Sachs? LOL
Advise from some of the experts that brought down the world economy.
 
 
+7 #4 Bl0bb3r 2011-05-20 20:13
Quoting silat:
Goldman Sachs? LOL
Advise from some of the experts that brought down the world economy.




Who knows, maybe they bought broken intel ware and now they do what they're good at, bring down something.
 
 
+12 #5 The_Countess 2011-05-20 22:42
Quoting silat:
Goldman Sachs? LOL
Advise from some of the experts that brought down the world economy.

and then profited from it. greatly.
 
 
-2 #6 pogsnet 2011-05-21 10:37
Yes trouble I agree indeed. Sandy Bridge just released but here they are talking about Ivy Bridge and others, its like spoiling the beans.

Now those stocks will file up when another new generation come out or is about to release.
 
 
-4 #7 dicobalt 2011-05-21 14:45
Wow the guy who wrote this is really out of touch with the CPU business.

Intel just posted a 25% increase from Q1 2010. http://evertiq.com/news/19676

Intel's 32nm Medfield is competitive with ARM, and Intel's 22nm Silvermont is beyond competitive as it will implement FinFET (aka 3D Trigate). http://www.anandtech.com/show/4345/intels-2011-investor-meeting-intels-architecture-group-14nm-airmont-atom-in-2014

AMD still hasn't released Bulldozer yet and Bulldozer's performance compared to Sandy Bridge is questionable at best. AMD does not even manufacture a CPU to compete with Medfield and Silvermont.
AMD does not have a FinFET implementation planned yet to compete with 22nm Ivy Bridge in 2012, that spells real trouble for AMD in the laptop market of 2012.
 
 
+14 #8 buxcador 2011-05-21 15:29
Goldman Sachs failed to give financial advice to itself, with red ink in the billions.

His ineptitude caused the financial disaster, and they “needed” billions of dollars as gift from Uncle Sam.

Do not trust GS advice.
 
 
+2 #9 JonhyW 2011-05-21 17:46
Poll: Who will win the battle on mobile market (smartphones, tablets)?

http://www.misterpoll.com/polls/524755
 
 
+6 #10 hoohoo 2011-05-22 08:04
"...sales will be flat because of the excess capacity."

That makes no sense.
 

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