Intel strong# Stock
T*C
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http://seekingalpha.com/currents/post/404141?source=email_rt_mc
Friday, July 6, 5:54 PM In spite of a raft of negative commentary and
data about PC and hard drive shipments, BlueFin Reseearch thinks Intel's (
INTC) production rose 4%-5% Q/Q in Q2, which the firm takes as a sign of
healthy demand. In addition, production of Intel's 22nm Ivy Bridge CPUs is
believed to have risen 22%-25%, and will account for 25% of Q2 shipments.
But even if shipments are healthy, there's still the question of customer
inventories.
Friday, July 6, 5:54 PM In spite of a raft of negative commentary and
data about PC and hard drive shipments, BlueFin Reseearch thinks Intel's (
INTC) production rose 4%-5% Q/Q in Q2, which the firm takes as a sign of
healthy demand. In addition, production of Intel's 22nm Ivy Bridge CPUs is
believed to have risen 22%-25%, and will account for 25% of Q2 shipments.
But even if shipments are healthy, there's still the question of customer
inventories.