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Intel's (INTC -1.6%) tablet momentum isn't enough to offset continued PC weakness, and thus 2H...

Intel's (INTC -1.6%) tablet momentum isn't enough to offset continued PC weakness, and thus 2H estimates are at risk, argues JPMorgan's Christopher Danely. Though Intel is beginning to pick up Android tablet wins and could benefit from a flurry of new Windows 8 tablet/convertible launches, its tablet CPU ASP is well below its PC CPU ASP. Morgan Stanley estimates Intel's Atom tablet CPUs will have a $20 ASP in 2014 and 2015.
Comments (11)
  • valuetrade
    , contributor
    Comments (8) | Send Message
    Quick Ashraf, write another article that says how much INTC's stock price is goiing to rise so all of those who have been waiting and waiting for INTC to go up can get their daily dose of bias confirmation.
    5 Jun 2013, 12:17 PM Reply Like
  • txbadonetoo
    , contributor
    Comments (328) | Send Message
    Let's see.. INTC is pursuing the mobile tablet and smartphone markets to supplant QCOM (with half the revenue and a PE of 18 vs. INTC's 11) and NVDA (with a PE of 16) but INTC can't make good money in these markets? Not to mention that INTC just introduced a revolutionary new line of convertible/laptop CPU's (with traditional PC margins) but INTC is over-valued at a PE of 11?


    Makes me wonder what these power-house investment banks are up to..
    5 Jun 2013, 12:22 PM Reply Like
  • Copious28
    , contributor
    Comments (384) | Send Message
    There are so many problems with their statement, I wouldnt even know where to begin. What worries me more is the amount of sheeple that believe crap like this.
    5 Jun 2013, 12:25 PM Reply Like
  • markitos
    , contributor
    Comments (163) | Send Message


    Rather than asking Ashraf for another dose of bias you should cover your short vile market is down.
    5 Jun 2013, 12:29 PM Reply Like
  • valuetrade
    , contributor
    Comments (8) | Send Message
    No position
    5 Jun 2013, 12:40 PM Reply Like
  • spondrei
    , contributor
    Comments (77) | Send Message
    INTC is the "best of breed" when it comes to processors! With the company now moving into the tablet and smartphone biz, and slowly exiting the PC market it has figured out what they need to do to become the leader it has always been.


    Don't count out INTC becoming one of the dominant players in new tech and innovation.


    With their changing biz model and with their nice dividend, one would be crazy not to take up a small position and if it dips, scale in with more buys.


    Long INTC
    5 Jun 2013, 12:45 PM Reply Like
  • patt2374
    , contributor
    Comments (539) | Send Message
    Not very fair valuetrade.


    You should look long and hard at the information that Ashraf is bringing to light before being so harsh. You want instant return? Go to a casino and pull a slot machine lever.
    5 Jun 2013, 12:53 PM Reply Like
  • TwistTie
    , contributor
    Comments (2477) | Send Message
    I heard an otherwise sane-sounding dude on Bloomberg yesterday really talking up INTC.


    It's for the long haul.


    The day-to-day details get confusing to some of us, but we like to listen nevertheless.
    5 Jun 2013, 01:27 PM Reply Like
  • krug
    , contributor
    Comments (82) | Send Message
    Who cares about H2? Silverman will just be releasing then. I'm looking two to three years out at minimum.
    6 Jun 2013, 05:12 PM Reply Like
  • pintopony
    , contributor
    Comments (3) | Send Message
    You are so right I have to sell all my INTC!!!
    6 Jun 2013, 09:52 PM Reply Like
  • Arnold Frisch
    , contributor
    Comments (460) | Send Message


    "Makes me wonder what these power-house investment banks are up to."


    Clearly, they are heavily into analysis of last year's news!


    I have pointed out, many times, that market share is a measure of "what was", not "what is".


    "What is", is that Intel is now beating ARM at their best game with their best customers. ARM is so desperate that they are publishing obviously false analyses of their competition. It's a sad commentary on their breakdown.
    12 Jun 2013, 03:59 PM Reply Like
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