2009
(Back to Top)
INTC: Firming demand and lack of restock bode well for 2010. (October 13, 2009)
INTC: Preview: Enterprise key to continued recovery. Maintain Market Perform. (October 6, 2009)
INTC: Handset market will remain elusive, but Intel will profit from low power initiatives. Maintain Market Perform. (September 24, 2009)
INTC: Rebound in semis exceeds expectations, but supply chain remains volatile. Maintain Market Perform. (September 3, 2009)
INTC: Takeaways and highlights from Technology Summit. Maintain Market Perform. (July 30, 2009)
INTC: Upside: Mostly inventory snap-back. Mostly China. Maintain Market Perform. (July 15, 2009)
INTC: Preview: Outlook remains neutral given continued lack of visibility. Maintain Market Perform. (July 9, 2009)
INTC: Improving utilization does not imply full recovery. Maintain Market Perform. (April 15, 2009)
INTC: Preview: Weak 1Q due to inventory contraction will give way to 2Q improvements in utilization. Maintain Market Perform. (April 13, 2009)
INTC: Dividend is firm; PC market fundamentals are unlikely to improve prior to 2H09. Maintain Market Perform. (January 20, 2009)
INTC: Preview: Strong competitive position can’t overcome steep decline in demand; reducing estimates. Maintain Market Perform. (January 8, 2009)
2008 (Back to Top)
INTC: Lower outlook due to broad based decline in PC and server demand. Maintain Market Perform. (November 13, 2008)
INTC: Gross margin upside in 3Q08, but additional gains unlikely before 2H09. Maintain Market Perform. (October 20, 2008)
INTC: Preview: In-line units at lower ASPs limit margin gains for 3Q08. Maintain Market Perform. (October 8, 2008)
INTC: Share gains in notebook and server offset ASP declines through year-end. Maintain Market Perform. (July 22, 2008)
INTC: Preview: Strength in notebook units overcomes macroeconomic uncertainty and product delay. Maintain Market Perform. (July 14, 2008)
INTC: Share gains lift revenue outlook, but EPS unchanged on negative tax and interest impacts. Maintain Market Perform. (April 21, 2008)
INTC: Preview: Share gains in server and notebook offset by lower pricing. Maintain Market Perform. (April 9, 2008)
INTC: Reduced margin outlook for memory, lowering estimates. Maintain Market Perform. (March 4, 2008)
INTC: ASP pressure limits margin expansion in 2008. Downgrade to Market Perform (January 16, 2008)
INTC: Preview: Share gains in server near-term, gross margin to 60% by Q408. Maintain BUY rating. (January 8, 2008)
2007 (Back to Top)
INTC: Processor price stability and server share gains lead to earnings surprise. Maintain BUY. (October 17, 2007)
INTC: Preview: Gross Margin to eclipse mid-50s in '08. Maintaining our BUY rating. (October 11, 2007)
INTC: Revenue & margin upside likely to continue into '08. Maintaining our BUY rating. (September 10, 2007)
INTC: Strong processor revenue offset by NOR memory weakness. Initiating coverage with a BUY. (July 18, 2007)
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