Tag Archives: Intel

Intel Reports Factors Operating With > 90% On-Time Deliveries

Posted on April 23, 2020 by macromon

Intel reported AH and is trading down over 5 percent on weaker than expected margin guidance, or whatever you want to assign to the price noise. The outlook, at least to us, for the semis and the electronics industry, in … Continue reading →

Posted in Technology, Uncategorized | Tagged , | 1 Comment

Quote of the Day: Creative Destruction 3.0

Posted on October 16, 2012 by macromon

Our third-quarter results reflected a continuing tough economic environment…The world of computing is in the midst of a period of breakthrough innovation and creativity.  –  Paul Otellini, Intel president and CEO. (click here if chart is not observable)

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Macro Notes from the Intel Conference Call

Posted on April 20, 2011 by macromon

Intel put up some surprisingly strong numbers as reflected below.  The stock traded up as much as 7 percent in after hours.  Holding gains after earnings has proven elusive in the past.  It will be interesting to see if “this … Continue reading →

Posted in Earnings | Tagged , | 1 Comment

Intel Inside: Macro Notes from the Conference Call

Posted on January 14, 2011 by macromon

Intel announced a 48 percent y/y jump in 4Q net income after the bell driven by strong corporate spending.  The company plans to step-up capital spending to $ 9 BN in 2011 with the emerging markets their main driver of  … Continue reading →

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