Market Currents
Though JMP's Alex Gauna is maintaining a Market Perform on Intel (INTC), he thinks the...
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Monday, December 5, 2011, 5:41 PM ETThough JMP's Alex Gauna is maintaining a Market Perform on Intel (INTC), he thinks the performance advantages of its PC and server solutions relative to AMD's are "leading to advantageous share and pricing dynamics;" and that, in turn, could allow Intel to exceed his Q4 EPS estimate. Gauna also thinks the 2012 release of Intel's Ivy Bridge and Romley chips will lead to margin expansion. (previously)
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This is the same Alex Guana who downgraded Apple some time back.
In my opinion, there have to be other analysts to cite in Market Currents who bring a little more to the table.
What is his position on Apple now?