Intel präzisiert Q4

Zitat von ManfredBali

Nach der Verabschiedung von MSFT, SONY und IBM habe ich dann auch von DELL genug.
HP waere die bessere Loesung, na ja :cry:

Hi Manfred
Das sind alles "wertvolle" Brands, keine Frage. Mir persönlich zu schwer. Meide je länger je mehr solche Flaggschiffe.
Sicher Top Produkte und Marktdurchdringung, aber die haben zu beissen.

Dell vs HP, Microsoft vs. Sony, Google vs. Yahoo, Intel vs. AMD, etc....da werden keine Geschenke verteilt.

Dann sind aber noch die Asiaten:
..............................................SAN JOSE, Calif., Feb 23, 2006 (AP Online via COMTEX) -- Stepping up competition in the PC industry, Lenovo Group Ltd., the world's third largest computer maker, is introducing its first Lenovo-branded computers to be sold outside its home base of China.

The new products - low-priced desktops and notebooks targeted at small businesses and consumers - will mark Lenovo's first brand foray in the United States and other countries since completing its purchase of IBM Corp.'s ailing PC business in May 2005.

The products will be unveiled at press conferences Thursday in 10 cities worldwide, including New York, Paris, and Turin, Italy, where Lenovo has been a major sponsor of the Olympics to help it expand its brand recognition beyond China.

"This is our coming-out party: The Olympics got our name out in front of the world, and these will be the brand name products we'll be introducing with that," said Jeff Dudash, a Lenovo spokesman.

With its new 3000 series of computers, Lenovo is precisely trying to return to the same target markets from which IBM previously exited to focus on selling its ThinkPad products to the higher-margin corporate sector.

There will be two lines of desktop computers, starting at $350 while a new laptop line will start at $599. The products will be available immediately from Lenovo's Web site and through its business partners. Dudash refused to identify any, but analysts say they will likely include retailers.

If Lenovo succeeds with such a major expansion, it could truly become a worldwide brand, just like IBM, said analyst Rob Enderle of The Enderle Group.

"It's an incredibly powerful move for a Chinese company to do," Enderle said. "But if you want to become something more, to be the next IBM, you need to be recognized worldwide and you need to get back in front of consumers and in retail."

The Lenovo C series of notebooks will be silver - not IBM's traditional black - weigh 6.2 pounds, and have built-in WiFi, a 3-in-1 card reader and other multimedia features. Veering from IBM's reliance on Intel Corp. chips, Lenovo's desktop computers will offer chips from both Intel and Advanced Micro Devices Inc.

With its IBM acquisition, Lenovo last year ascended to rank behind No. 1 Dell Inc. and No. 2 Hewlett-Packard Co. in worldwide PC market share, according to research firm IDC.

In the fourth quarter of 2005, Lenovo had a 7.2 percent market share, compared to Dell's 17.2 percent and HP's 15.7 percent, according to IDC.

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Warm anziehen, es schreit förmlich nach Konsolidierung. Der Ball wird flach gehalten (sagt man doch so, oder?!)

Da nehme ich lieber Bananen.

Gruss

Habe heute eine kleine Portion INTC zu 26.45sfr. gepostet.
Wenn es schief geht ist Cybercrash schuld... :lol:
Nein, Spass beiseite, nach dem Posting von Cybercrash habe ich mir den Titel mal genauer angeschaut. Mit ein Bisschen Geduld und Ausdauer werden die wieder höher Kurse sehen. Noch tiefere Kurse sind nicht ausgeschlossen, aber wer weiss das schon.
Gruss Rich

Wie schon erwähnt, nicht mein Ding zur Zeit. Trotzdem muss der Titel unter Beobachtung bleiben....Pflicht für jeden sozusagen, ob investiert oder nicht. Schliesslich ist Intel einer DER grossen Wirtschaftswegweiser....

Dass die 20$ erstmals nicht durchschlagen wurden ist wichtig. Schliesse mich da Cybercrach an.

Hier noch ein kleiner Bericht der BW, welcher Intel wieder in ein etwas besseres Licht rückt....


Gruss

PS: Wo Intel ist, da ist auch Aufschwung.....Vietnam.....
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Intel: Good Morning, Vietnam

The chip outfit's investment in a test-and-assembly plant has officials heralding the dawn of a new era. Is this the birth of another Asian Tiger?


You can hardly blame the Vietnamese for leaking the news early. It's not every day that a country known for exporting rice and Nike (NKE) sneakers snags a heavyweight foreign investor like Intel (INTC). Though they were supposed to keep quiet until Intel Chairman Craig Barrett arrived in Vietnam to make the announcement on Feb. 28, word trickled out early that Intel has been granted an investment license worth as much as $605 million to build a semiconductor test and assembly plant in Ho Chi Minh City.


In fact, the figure Intel is set to announce today is less than half of that. The actual initial investment will be just $300 million dollars, still a huge figure for a country like Vietnam. The test and assembly plant will be located in the Saigon High Tech Park, and will employ up to 1,200 people by the time construction is finished in the second half of 2007.

The deal is a huge vote of confidence in Vietnam's potential. "We applaud the progress the country has made in building up their technology infrastructure and the support of education programs to advance the capabilities of the local workforce," Barrett said in a press release.

PR VALUE. The discrepancy between Intel's figure and the Vietnamese government's arises from the way in which foreign investments are typically licensed. The Vietnamese chose to disclose the maximum possible investment figure stated in Intel's license, though this may cover several phases of investment over many years. The Intel figure refers to the initial investment only.

Either way, the deal was probably one of Vietnam's worst-kept secrets. Vietnam wanted to get maximum public-relations value out of the news, and pulled out all the stops to make the event as high profile as possible. That's why officials chose to hold it at the Reunification Palace, arguably the most historic site in southern Vietnam. Deputy Prime Minister Nguyen Tan Dung flew down for the event from Hanoi to personally hand the investment license to Barrett.

Vietnam has been trying to kick-start the information-technology sector since 2000, when the government declared it as a key pillar in its development strategy. Attracting an investment from Intel is going to send a very strong signal to other foreign investors that Vietnam has the potential to move up the value chain.

"FIRST STEP." Another U.S. investor expressing optimism about Vietnam's future is IDG, which has set up a $100 million fund to invest in startup IT companies in Vietnam.

"This is a very important first step for Vietnam, to be at a stage where it can attract a world-class giant tech player making a significant investment," says Henry Nguyen who manages IDG Ventures Vietnam. "This may be on the lower part of the value chain of what it means for Intel, but for Vietnam it's huge."

That Intel chose to build a greenfield site on Vietnamese soil when it could easily have expanded its operations in Shanghai, Chengdu, the Philippines, or Malaysia, says a lot about Vietnam's competitiveness and potential. Minimum wages at foreign-invested enterprises are about $55 per month in Ho Chi Minh City, vs. nearly triple that in Shanghai, and even more in Malaysia. That's a huge saving in the labor-intensive processes entailed in semiconductor test and assembly plants.

TRAINING CHALLENGE. But not everyone is convinced about the wisdom of the move. "I'm scratching my head right now," says Philip Koh, semiconductor research director at Gartner Dataquest in Singapore. "Usually original-equipment makers come in first, then chipmakers arrive to support their customers. But the OEMs aren't here yet. From a semiconductor perspective, it doesn't sound logical," he explains.

As elsewhere, Intel Vietnam will import chips produced at its silicon wafer fabrication facilities in Ireland, Israel, and the U.S. Given that Vietnam only has about 1.5 million computers in the entire country of 82 million people, clearly Intel's investment is all about exports, which makes a lot of sense given that Vietnam is expected to join the World Trade Organization sometime this year.

Intel has its work cut out in training the local staff. Though the country's workers have strong fundamental skills in math and sciences, there are virtually no experienced semiconductor engineers, and Intel will have to rely on overseas help initially. Intel Vietnam Country Manager Than Trong Phuc says he has already started receiving e-mails from overseas Vietnamese within Intel looking to come back to the country. Phuc himself came back to Vietnam with Intel in 2000, after leaving as a refugee in 1975.

LOW PENETRATION. Though the country has changed a lot since then, it's a long way from being a digital economy. IDC estimates that computers have penetrated less than 2% of potential users, and the country has been connected to the Internet for less than 10 years. It's expected to have about 10 million Web users by the middle of this year -- most of them information-hungry youths surfing from Internet cafes.

In the past two years, gaming has been keeping those users logged on for long hours. Vinagame, an online-gaming provider in which IDG Ventures Vietnam has a stake, has more than 2 million registered users, says Nguyen.

Indeed, Internet penetration is clearly constrained by cost. With GDP per capita of just $620 per year, affordability is a big issue for the expansion of personal computers in Vietnam. The bulk of machines in operation are generic desktop computers costing between $250 and $500. A total of 339,000 computers were sold in the country in 2005, up 8% from a year earlier, and more than double the 162,000 units sold in 2001, according to IDC.

BRANCHING OUT. However, Intel is encouraged to see laptop sales are now starting to pick up, especially in Ho Chi Minh City, where per capita GDP is more than twice the national average. "Last year and particularly this year, we see rapid growth of laptop space," says Phuc. "At the end of 2006, we think it will reach 15% of the market, doubling from 7%." All laptops sold in Vietnam are imported foreign brands from the likes of Hewlett-Packard (HPQ), Lenovo (LNVGF), and Dell (DELL).

But with Intel expanding beyond microprocessors and branching into consumer electronics, health care, and wireless communications, Vietnam may have a lot more potential than its PC penetration suggests. Phuc notes that Wi-Fi hot zones are springing up in cafes and hotels in Hanoi and Ho Chi Minh City, and that early this year, Vietnam announced it was awarding Wi-Max licenses to three local service providers, which should launch trial services this year.

Perhaps the next time government officials decide to leak a big corporate announcement, the Vietnamese will be able to read about it on handheld devices.

[quote="cybercrash"]Intel senkt heute am 3. März 2006 die Umsatzprognose, die Marke von 20$ kann jetzt verabschiedet werden. Die üblichen Hatcher-Spielchen laufen wie befürchtet, vorläufig kein Uptrend auch bei schleudemässiger Bewertung. Anders AMD bei PE weit über 100 und Kurs 40$ in Richtung Allzeit-Top flott im Plus.

Hoffe Du kriegst nicht Recht...
Bis jetzt halten sie noch... Hatcher noch im Kaffee...?
Gruss Rich

Ja das hat ein Vorteil, wenn man bereits verprügelte Aktien kauft. Bein weiteren Bad News fallen weitere Verluste moderater aus. Nicht zu denken wenn der Kurs auf allzeithoch gestanden hätte. Deshalb kaufe ich aktien erst, wenn ich den Chart genau studiert habe. Aktien mit bereits Superperformance lasse ich lieber links liegen. Da ist mir das Rückfall Potenzial zu hoch.
INTC kann man auf diesem Level ruhig kaufen und mit etwas Geduld später Gewinne einfahren.
Gruss Rich ( Vom tiefverschneiten Zürich-Unterland... :lol:

Mein Kaufziel von 18$ wird wohl nicht so rasch erreicht. Konnte nicht mehr widerstehen, Kauf zu 19.45$.
So, hoffe dass das was ich da an Linienführung sehe eine Bodenbildung sein soll 8)
Mit MSFT, DELL, YHOO und INTC bin ich immer auf die Schnauze gefallen.....Irgendwann muss es gut kommen. Ausserdem verkauft Apple ja nun Hardware im grossen Stil :lol:

Reines Bauchgefühl...KZ 24$ innert 3 Mt !

Gruss :!:

Zitat von cybercrash

...........wenn der anvisierte Kaufkurs einfach nicht kommen will und man befürchten muss bei einem allfälligen Gap aufwärts einfach nicht dabei zu sein.........

Tja verflucht nochmal, das nennt mann dann wohl Torschlusspanik.
Ich glaube, die haben genau auf mich gewartet um abzutauchen :? :? :?

Ich muss lernen, besser auf mein BAUCHGEFUEHL zu hören. Finger weg von diesen Schwergewichten ! ! !

Sorry, gehört unter das Thema "Übrige Beiträge"-> "Frust" :cry:

Gruss

Hallo Beta,
Bin auch langsam soweit. Weg von den US-Schwergewichten. Da ist nicht mehr viel zu holen. Leider.
Gruss Rich

Wer soll da noch durchblicken ???

AMD wird wegen eher "entäuschendem" Ausblick abgestraft. Das ruft Analysten auf den Plan, welche mit ihren üblichen Parolen um sich werfen, um das Monatsgehalt zu "rechtfertigen".
-------------------------------------------
Die Einen: Intel verkaufen !!!
- INTC hockt auf hohen Lagerbeständen, Überkapaziztät. - KZ 15$ ! - AMD gewinnt weiter Marktanteile gegenüber Intel. - Wenn AMD einen trüben Ausblick gibt, was kommt dann erst bei Intel? - Intel wird die (schon gekürzten) Erwartungen nicht erfüllen, saisonal bedingt schwaches Quartal. - Langfrist Chart sieht übel aus. -

Die Anderen: Intel Kaufen !!!
-Intels höhere Ausgaben für Forschung (gegenüber AMD) werden sich mittelfristig auszahlen. - AMD verliert Marktanteile gegenüber Intel. - CEO Paul Otellini's neue Strategie der "kleinen Branchenlösungen" werde aufgehen, und damit den Langfristigen Trend stoppen. - Investoren werden zurück von AMD zu Intel switchen. -
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etc, etc, einen Grund für irgendwas kann man sich immer zurechtlegen, Hauptsache die Broker haben Arbeit. Heute:

Intel Corp. (INTC) rebounded from a three-year low in the prior session, helped by an upbeat brokerage note from Bank of America and somewhat positive commentary from Bear Stearns. Prudential, however, cuts its estimates on the world's largest chip maker. The stock was last up 2% at $19.54.

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Ist das eigentlich ein OTC Wert?
Schöni Oschtere!

Hallo Beta,
Mer esch es glich... hauptsach si stiiged... :wink:
Gruss rich