Intel Kursziel 200 Euro - 500 Beiträge pro Seite

[ica]

18.05.2000
Intel Kursziel 200 Euro
Berlin Stock-News

Die Analysten vom Börsenbrief Berlin Stock-News empfehlen die Aktie der Intel Corp. (WKN 855681) zum Kauf.

Mit Rekordinvestitionen wolle der Konzern seine unbestrittene Position als Weltmarktführer bei Chips weiter unterstreichen.

Aktuell konsolidiere die Aktie auf hohem Niveau und stehe vor einem weiteren Kurssprung, spätestens wenn die Anteilsscheine wieder einem Splitt unterzogen würden.

Während der Umsatz im ersten Quartal nur um 15% zulegen konnte, wäre der Gewinn je Aktie um 35% auf 78 US-Cents gestiegen und habe die Analystenschätzungen klar übertroffen.

Sowohl charttechnisch, als auch fundamental bleibe Intel weiter erste Wahl unter den Halbleiteraktien.

Die Aktie sollte geordert werden und habe ein Kursziel von 200 € auf Sicht der kommenden Monate, so die Aktienexperten.

[bodo]

Kommt ein RAMBUS - Problem auf Intel zu ?

RAMBUS ist immer noch sehr sehr teuer im leistungsfähigen 800MHZ Bereich. Aber Intel ist schon eine faszinierende Company. 820/MTH/Coppermine Probleme stecken die anscheinend mit links weg.

bodo



Update: DRAM makers balk at Intel request to boost Rambus output
By Jack Robertson
Electronic Buyers` News
(05/18/00, 02:08:18 PM EST)

A meeting of leading DRAM vendors called by Intel Corp. Wednesday to drum up support for production of Direct Rambus DRAM broke up yesterday with no clear agreement between the parties, according to industry sources.

The meeting at Intel`s Chandler, Ariz., campus, which was to have been a two-day affair, ended early when DRAM suppliers told Intel they would increase Direct RDRAM production levels only if their customers in the PC sector agree to a non-cancellation guarantee on each order placed.

Sources indicated late yesterday that Intel had hoped to meet individually with the contingent of DRAM manufacturers -- said to include Hyundai MicroElectronics, Infineon Technologies, Micron Technology, NEC, Samsung Electronics, and Toshiba. However, the sources said, the group declined to break rank and instead presented Intel with a united position.

According to executives who have been briefed on the meeting`s outcome, the memory-chip makers told Intel that they would fulfill all incoming Direct RDRAM orders. However, at a time when the industry is having difficulty meeting demand for mainstay SDRAM components (see May 5 story), the companies said they will not build Direct RDRAM parts for inventory without non-cancelable orders.

The group of companies also remained committed to maintaining market prices for Rambus chips, despite what sources said was pressure from Intel to reduce rates. Intel has been hoping for about a 30% premium over SDRAM DIMMs of equivalent densities, but a check of spot-market and OEM contract prices revealed that Rambus memory modules cost at least three times as much.

An Intel spokesman confirmed that the meeting was held yesterday in Chandler, but declined to offer specifics.

Intel has been under increasing pressure to grease the skids for what has been a protracted launch of chips equipped with the Direct RDRAM interface. The company has tied its upcoming Willamette CPU line to Rambus memory and is anxious to make sure ample supplies of the chips are available to support its high-performance CPU plans (see May 5 story). But while Direct RDRAM entered the market in November, yields of the highest-speed 800-MHz devices have remained low, according to chip makers.