Intel Corporation (INTC) - NASDAQ
  • Mar. 15, 2013, 1:38 PM

    A Chinese site has already torn down a local version of Samsung's Galaxy S IV. Discovered parts include a Qualcomm (QCOM) 3G baseband chip, an Intel (INTC) baseband chip and RF transceiver, TriQuint (TQNT) and Skyworks (SWKS) power amplifiers, Synaptics (SYNA) and Atmel (ATML) controllers, and a Broadcom (BRCM) GPS receiver. A Qualcomm baseband/app processor is expected in the U.S. version. RBC thinks thinks 70M S IV units could be sold this year, and sees Broadcom (NFC chip and a combo chip with high-speed Wi-Fi to go with the GPS chip) and Maxim (MXIM - power management and infrared chips) benefiting.

    | Mar. 15, 2013, 1:38 PM | 4 Comments
  • Mar. 15, 2013, 4:43 AM
    China further continues the internationalization of the yuan by setting up three pilot schemes that ease strict cross-border currency regulations for 13 multi-national corporations, including Caterpillar (CAT), Shell (RDS.A), Intel (INTC) and Samsung (SSNLF.PK), which estimates the scheme will save it $10M a year.
    | Mar. 15, 2013, 4:43 AM | 5 Comments
  • Mar. 14, 2013, 1:32 PM
    "I’m happy in my role at VMware (VMW) and hope to be doing it for many years to come," says CEO Pat Gelsinger, shooting down a Quartz report that mentioned he's a candidate to succeed Paul Otellini as Intel's (INTC) CEO. Some think the two people named EVPs when Otellini announced plans to retire - COO Brian Krzanich and CFO Stacy Smith - still have the inside track.
    | Mar. 14, 2013, 1:32 PM | 8 Comments
  • Mar. 14, 2013, 10:41 AM

    Sell-side commentary on PCs remains gloomy. Longbow's supply-chain contacts think desktop shipments will fall 5%-10% this year, worse than the 4% drop the firm predicts for Intel's (INTC) desktop business. It expects a slow Haswell ramp as high inventories and soft demand lead OEMs to stick with Ivy Bridge. It also sees integrated graphics taking more share from AMD and Nvidia's (NVDA) GPUs. Nomura notes Windows 8 (MSFT) demand remains muted, but holds out hope for a 2H pickup thanks to pricing, battery life, form factor, and app ecosystem improvements.

    | Mar. 14, 2013, 10:41 AM | 3 Comments
  • Mar. 8, 2013, 11:42 AM

    VMware (VMW) CEO and former Intel (INTC) exec Pat Gelsinger has joined the list of potential successors to Intel CEO Paul Otellini, Quartz reports. Former Motorola Mobility CEO Sanjay Jha (previous) is also said to be in the running, "along with other internal and external candidates." Gelsinger served as Intel's CTO from 2000-2005, and as the head of its enterprise ops from 2005-2009. Bloomberg reported last month Intel has hired recruiting firm Spencer Stuart to aid its CEO search.

    | Mar. 8, 2013, 11:42 AM | 5 Comments
  • Mar. 7, 2013, 11:02 AM

    Office 365 subscribers may gain access to apps not available to conventional Office buyers, hints division chief Kurt DelBene. The comments are the latest sign of Microsoft's (MSFT) ambitious push to get Office customers to migrate to subscriptions with the release of Office 2013. DelBene also promises more touch-friendly features and UI options for Office apps. Meanwhile, Digitimes reports OEMs are preparing to slash touchscreen notebook prices by 10% or more in response to Microsoft's Windows 8 discount - good news for INTC, but maybe not for HPQ. (also)

    | Mar. 7, 2013, 11:02 AM
  • Mar. 7, 2013, 9:38 AM

    Intel (INTC) has held talks with Apple (AAPL) about manufacturing its (ARM-based) A-series mobile processors, a "source close to one of the companies" tells Reuters. The rumor comes shortly after Intel landed Altera as a client, and a report it had landed Cisco. Intel's manufacturing process edge - whereas TSMC/Samsung are at 28nm, Intel is at 22nm - could appeal to Apple. Reports have been around for a while that Apple is thinking of using its A-series chips in Macs, instead of Intel CPUs.

    | Mar. 7, 2013, 9:38 AM | 29 Comments
  • Mar. 6, 2013, 9:58 AM

    Microsoft (MSFT) is offering a $20 Windows 8 license discount to OEMs for touch-enabled notebooks with 11.6" and smaller displays, Taiwanese manufacturers tell Digitimes. A free copy of Office 2013 is reportedly thrown in for sub-10.8" systems. The report comes as PC industry forecasts continue to slide. It also comes ahead of Intel's (INTC) mid-2013 Haswell CPU launch - Intel has mandated all Haswell ultrabooks sport touchscreens. Windows 8 Pro OEM licenses currently go for $80-$90.

    | Mar. 6, 2013, 9:58 AM | 7 Comments
  • Mar. 5, 2013, 1:53 PM

    PC industry forecasts continue to head lower: IDC sees industry shipments falling 1.3% this year to 345.8M. That's below a prior forecast for a 2.8% increase, and a 2013, and comes in the wake of a 3.7% drop in 2012. Shipments to "mature markets" are seen falling 4%, while emerging market are expected to eke out 0.6% growth - that mix shift benefits Lenovo (LNVGY.PK) and Asus, and hurts H-P (HPQ) and Dell (DELL). For the record, IDC expects tablet shipments to hit 172.4M in 2013.

    | Mar. 5, 2013, 1:53 PM
  • Mar. 5, 2013, 1:38 PM

    Intel's (INTC +1.4%) foundry business could account for 6% of its sales and boost EPS by $0.12 in 2017, estimates JPMorgan with the help of some back-of-the-envelope math. The firm thinks Cisco (previous) and Brocade will be the next companies to be named as clients, and considers Apple a real possibility. Separately, Intel and ZTE (ZTCOY.PK) announce ZTE will use Intel's Z2580 (Clover Trail+) mobile processors.  ZTE already makes use of the original Clover Trail. (Intel/Altera)

    | Mar. 5, 2013, 1:38 PM | 1 Comment
  • Mar. 5, 2013, 8:57 AM
    The Investor Movement Index from TD Ameritrade - measuring clients' market exposure - had the biggest gain in its 3-year history in February, spiking to 5.14. It's the first time above 5 for the IMX since June 2011. Stocks bought on the dips included FB, DDD, INTC, COP, BIDU, and, of course, AAPL. Let us know when clients start bailing out of that one.
    | Mar. 5, 2013, 8:57 AM | 1 Comment
  • Mar. 4, 2013, 3:33 PM
    More from Whitman: The 3rd Avenue Value Fund added Intel (INTC) as a new position last quarter, Whitman noting not just its traditional franchise, but also the firm's less-talked about dominance in the server market. Also added is Nvidia (NVDA), in part thanks to its better financial position vs. competitor AMD.
    | Mar. 4, 2013, 3:33 PM
  • Feb. 26, 2013, 6:55 PM
    Company-specific risk for tech stocks is at its highest level in 5 years, claims Morgan Stanley's Adam Parker. He thinks this "typically this bodes well for alpha generation in the technology sector," and suggests investors focus on individual equities rather than sector/thematic plays. Meanwhile, Bespoke observes 28 out of 70 S&P 500 tech stocks (40%) now yield more than 2%, giving them a payout above that of 10-year Treasurys. STX tops the list at 4.9%, followed by INTC at 4.35%.
    | Feb. 26, 2013, 6:55 PM | 2 Comments
  • Feb. 26, 2013, 10:56 AM

    Intel's (INTC +2.7%) foundry deal with Altera (ALTR +1.7%) is enough to get Drexel Hamilton to upgrade "Chipzilla" to Hold, with a $22 PT. Meanwhile, existing Altera foundry partner TSMC (TSM -2.4%) is now adding to yesterday's losses. RBC thinks Intel, which has a manufacturing process edge against independent foundries, could win more clients at TSMC's expense. SA contributor Ashraf Eassa notes the Altera deal prevents Xilinx (XLNX -0.9%) from striking a similar foundry deal with Intel for its 14nm process.

    | Feb. 26, 2013, 10:56 AM | 4 Comments
  • Feb. 25, 2013, 5:02 PM

    Intel (INTC) has bagged Altera (ALTR) as a chip foundry client. Altera, which has a near-duopoly on the FPGA market in tandem with Xilinx (XLNX), has hired Intel to make FPGAs using the latter's next-gen 14nm manufacturing process and 3D transistor tech. Altera says it will still rely on its existing foundry partner, TSMC (TSM), to make 20nm and older-process chips. The deal comes a month after reports Intel had struck a foundry deal with Cisco. ALTR +2.1% AH. XLNX -0.8%. INTC +0.5%. TSM +0.9% after falling 3.4% in regular trading.

    | Feb. 25, 2013, 5:02 PM | 18 Comments
  • Feb. 25, 2013, 12:29 PM

    More on Intel: The chip giant has provided details about Merrifield, the successor to Clover Trail+. Like Ivy Bridge PC CPUs, Merrifield chips will use a 22nm manufacturing process (Clover Trail+ is at 32nm, and Qualcomm and Nvidia are at 28nm with plans to move to 20nm) and Intel's 3D transistor tech. They'll begin shipping to OEMs by year's end, but phone shipments will take longer. Intel has also announced design wins for its Lexington low-end smartphone/tablet platform. Among them is the Asus FonePad, a 7" Android tablet capable of making calls (have fun with that).

    | Feb. 25, 2013, 12:29 PM
Company Description
Intel Corp. designs, manufactures and sells computer components and related products. It also engages in the designing and manufacturing of computing and communication components, such as microprocessors, chipsets, motherboards, and wireless and wired connectivity products. The company develops... More
Sector: Technology
Industry: Semiconductor - Broad Line
Country: United States