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Intel, AMD reports may show growing PC demand

post #1 of 8
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By Matt Andrejczak, MarketWatch
Last Update: 6:12 PM ET Jul 12, 2007

SAN FRANCISCO (MarketWatch) -- Intel Corp. and Advanced Micro Devices Inc., the world's top makers of microprocessors, are anticipated to show rising demand for PCs and stable prices for computer chips in their earnings reports this coming week.
Wall Street analysts forecast Intel Corp. will report its second-quarter profit rose 26% from a year ago, bolstered by an overhauled chip lineup that commands fatter profit margins and a slimmer workforce.
AMD is expected to swing to a big loss from a year ago but perhaps prove its business is stabilizing following two disappointing quarters marked by too much inventory and problems supplying new customers.
"We think that strength in the PC market will be reflected in both Intel's and AMD's earnings reports," wrote A.G. Edwards analyst David Wong, who singled out solid shipment data from Taiwanese laptop and computer motherboard makers.
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, , ) reports its earnings July 17 after the market closes. The world's No. 1 maker of PC chips has forecast sales in the range of $8.2 billion to $8.8 billion.
Analysts surveyed by Thomson First estimated Intel will report earnings of 19 cents a share on revenue of $8.5 billion, up from 15 cents and $8 billion in last year's same period.
"We think that a strong PC demand environment, coupled with stable pricing, should help Intel meet or beat the midpoint of its guidance," wrote AG Edwards analyst David Wong, who carries a buy rating on Intel's stock.
Over the past year, Intel has overhauled its chip architecture for PCs and corporate servers to beat back stiffer competition from small rival AMD, which is now mired in losses. The renewed push has helped Intel reclaim some market share it lost to AMD the past three years.
And Intel is making an aggressive push to update its chip line every two years. It's slated to sell a new chip family, called "Penryn," this fall. The processors will increase computing performance by 15% to 40% over its current chip line up.
Intel's resurgence has helped its stock, which is up 28% so far this year.
Wall Street is betting Intel will have a strong September quarter, buoyed by PC manufacturers ramping up for the back-to-school and holiday selling seasons. Analysts forecast Intel will generate $9.3 billion in sales.
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The Sunnyvale, Calif.-based company is forecast to lose 85 cents a share on revenue of $1.25 billion, according to Thomson First Call.
Despite the expected loss, "we believe AMD is currently seeing the benefit of strong initial update of Dell PC desktop systems at Wal-Mart," wrote Banc of America Securities analyst Sumit Dhanda. "Also helping near-term business momentum in processors is the ongoing ramp of notebook designs with Toshiba."
On Thursday, Wal-Mart Stores Inc. surprised investors with an unusually strong sales performance in June as consumers turned to the discount giant for purchases of flat-panel TVs and Dell computers.
Wal-Mart credited much of the strong electronics sales to last month's introduction of Dell computers into its Wal-Mart and Sam's Club stores. See full story.
After building momentum in 2005 and most of 2006, AMD has stumbled.
It's been forced to cut prices for its desktop chips four times, slash spending plans to conserve cash, raise more money and deal with supply issues. On top of that, the company is weighing an "asset-lite" business model in its bid to become profitable again.
In August, AMD will start shipping its long-awaited quad-core Barcelona server processor, followed by its quad-core Phenom desktop chip at a later date. The company is hoping the new products will blunt Intel's counter-attack launched last summer. End of Story
Matt Andrejczak is a reporter for MarketWatch in San Francisco.




http://www.marketwatch.com/news/stor...71A1804D1F1%7D
post #2 of 8
well there is a lot of info there ''so'' is it or is it not good for AMD?

If not then OMG i need an intel rig stat

If it is then YA go AMD woooohhhooo
    
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post #3 of 8
The demand in this market is good, hopefully it reflects the economy is on the way up!
    
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post #4 of 8
Well AMD does have the prices for the low-end market.. and thats where your money is, probably why they're still here.

Long live AMD!
    
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post #5 of 8
There is a huge growing demand for PCs in booming economic countries such as China and India, which is why AMD is focusing on controlling the low-end market where those booming countries will end up buying in. Those markets will probably end up as their bread and butter.
    
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post #6 of 8
Quote:
Originally Posted by Cheetos316 View Post
There is a huge growing demand for PCs in booming economic countries such as China and India, which is why AMD is focusing on controlling the low-end market where those booming countries will end up buying in. Those markets will probably end up as their bread and butter.
Yep.
post #7 of 8
Think maybe it's cause people like us buy about 12 CPUs a year? *****.
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post #8 of 8
Quote:
Originally Posted by Sideburns View Post
Think maybe it's cause people like us buy about 12 CPUs a year? *****.
Up to 4 so far=)
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