Warten auf Intel-Zahlen! - 500 Beiträge pro Seite

[GoldenerBulle]

Baby,
enttäusche uns Bullen nicht!

[chriskiel]

zur erinnerung die erwartungen:


Apr 13, 2004 (streetinsider.com via COMTEX) -- Intel Corp (Nasdaq: INTC) is
fractionally higher ahead of Q1 results, due after the bell. The street is
looking for EPS of $0.27 and revenue of $8.16 billion

[Kim-Marwin]

wann kommen denn die Zahlen?

[chriskiel]

27.13 0.47 (1.70) 0.612 (2.21) 16:15 27.11 (3) 27.13 (80)

scheisse!

[chriskiel]

SANTA CLARA, Calif., Apr 13, 2004 (BUSINESS WIRE) -- Intel Corporation today
announced first quarter revenue of $8.1 billion, down 7 percent sequentially and
up 20 percent year-over-year.

First quarter net income was $1.7 billion, down 20 percent sequentially and up
89 percent year-over-year. Earnings per share were 26 cents, down 21 percent
sequentially and up 86 percent from 14 cents in the first quarter of 2003.

"Intel`s first quarter results showed healthy growth in both revenue and
earnings compared to a year ago, led by improvement in worldwide IT spending,"
said Craig R. Barrett, Intel chief executive officer. "We ramped our 90 nm
process into high volume with the launch of several new desktop processors, and
plan to substantially increase shipments in the second quarter including our
first mobile and server products. The combination of these products plus new
processors and platform innovations coming over the course of this year
positions us well for continued growth."

On March 30, Intel and Intergraph Corporation announced a settlement agreement
that resolves all of the remaining issues in a patent infringement case and
provides certain rights for Intel customers. Under the agreement, Intel will pay
$225 million to Intergraph. Intel recorded a $162-million charge to first
quarter cost of sales, which reduced earnings per share by approximately 1.7
cents. The remaining $63 million represents the value of intellectual property
assets, which will be amortized over approximately five years.

BUSINESS OUTLOOK

The following statements are based on current expectations. These statements are
forward-looking, and actual results may differ materially. These statements do
not include the potential impact of any mergers, acquisitions, divestitures or
other business combinations that may be completed after April 13, 2004.

-- Revenue in the second quarter is expected to be between $7.6 billion and $8.2
billion.

-- Gross margin percentage in the second quarter is expected to be approximately
60 percent, plus or minus a couple of points. Intel`s gross margin percentage
varies primarily with revenue levels, product mix and pricing, changes in unit
costs and inventory valuation, capacity utilization, and the timing of factory
ramps and associated costs.

-- The gross margin percentage expectation for 2004 is unchanged at
approximately 62 percent, plus or minus a few points.

-- Expenses (R&D plus MG&A) in the second quarter are expected to be
approximately $2.4 billion, higher than $2.34 billion in the first quarter
primarily due to annual wage increases that took effect on April 1. Expenses,
particularly certain marketing- and compensation-related expenses, vary
depending on the level of revenue and profits.

-- The R&D spending expectation for 2004 is unchanged at approximately $4.8
billion.

-- The capital spending expectation for 2004 is unchanged at between $3.6
billion and $4.0 billion.

-- Gains from equity investments and interest and other in the second quarter
are expected to be approximately $60 million.

-- The tax rate expectation for 2004 is unchanged at approximately 32 percent.
The tax rate expectation is based on current tax law and current expected
income, and assumes Intel will continue to receive tax benefits for export
sales. The tax rate may be affected by the closing of acquisitions or
divestitures, the jurisdiction in which profits are determined to be earned and
taxed, and the ability to realize deferred tax assets.

-- Depreciation is expected to be between $1.1 billion and $1.2 billion in the
second quarter and approximately $4.6 billion for the year.

-- Amortization of acquisition-related intangibles and costs is expected to be
approximately $40 million in the second quarter and approximately $170 million
for the full year.

The statements in this document that refer to plans and expectations for the
second quarter, the year and the future are forward-looking statements that
involve a number of risks and uncertainties. A number of factors in addition to
those discussed above could cause actual results to differ materially from
expectations. Demand for Intel`s products, which impacts revenue and the gross
margin percentage, is affected by business and economic conditions, as well as
computing and communications industry trends, and changes in customer order
patterns. Intel conducts much of its manufacturing, assembly and test, and sales
activities outside the United States and is thus subject to a number of other
factors, including currency controls and fluctuations, tariff and import
regulations, and regulatory requirements which may limit Intel`s or its
customers` ability to manufacture, assemble and test, design, develop or sell
products in particular countries. If terrorist activity, armed conflict, civil
or military unrest or political instability occurs in the United States, Israel
or other locations, such events may disrupt manufacturing, assembly and test,
logistics, security and communications, and could also result in reduced demand
for Intel`s products. The impacts of major health concerns, or of large-scale
outages or interruptions of service from utility or other infrastructure
providers, on Intel, its suppliers, customers or other third parties could also
adversely affect Intel`s business and impact customer order patterns. Revenue
and the gross margin percentage are affected by competing chip architectures and
manufacturing technologies, competing software-compatible microprocessors,
pricing pressures and other competitive factors, as well as market acceptance of
Intel`s new products, availability of sufficient inventory to meet demand,
availability of externally purchased components or materials, and the
development and timing of compelling software applications and operating systems
that take advantage of the features of Intel`s products. Future revenue is also
dependent on continuing technological advancement, including developing and
implementing new processes and strategic products, as well as the timing of new
product introductions, sustaining and growing new businesses and integrating and
operating any acquired businesses. The gross margin percentage could also be
affected by the execution of the manufacturing ramp, including the ramp of 90 nm
process technology on 300 mm wafers, excess manufacturing capacity, excess or
obsolete inventory, variations in inventory valuation and impairment of
manufacturing or assembly and test assets. The expectation regarding gains or
losses from equity securities and interest and other assumes no unanticipated
events and varies depending on equity market levels and volatility, gains or
losses realized on the sale or exchange of securities, impairment charges
related to non-marketable and other investments, interest rates, cash balances,
and changes in fair value of derivative instruments. Expectations of impairment
charges on investments are based on experience, and it is not possible to know
which specific investments are likely to be impaired or the extent or timing of
individual impairments. Results could also be affected by adverse effects
associated with product defects and errata (deviations from published
specifications), and by litigation involving intellectual property, stockholder,
consumer and other issues, such as the litigation described in Intel`s SEC
reports, as well as other risk factors listed in Intel`s SEC reports, including
the report on Form 10-K for the year ended December 27, 2003.

Status of Business Outlook and Mid-Quarter Business Update

During the quarter, Intel`s corporate representatives may reiterate the Business
Outlook during private meetings with investors, investment analysts, the media
and others. Intel intends to publish a Mid-Quarter Business Update on June 3.
From the close of business on May 28 until publication of the Update, Intel will
observe a "Quiet Period" during which the Business Outlook disclosed in the
company`s press releases and filings with the SEC on Forms 10-K and 10-Q should
be considered to be historical, speaking as of prior to the Quiet Period only
and not subject to update by the company. For more information about the
Business Outlook, Update and related Quiet Periods, please refer to the Business
Outlook section of Intel`s Web site at www.intc.com.



FIRST QUARTER REVIEW AND RECENT HIGHLIGHTS



Financial Review

-- The gross margin percentage for the first quarter was 60.2 percent, including
the settlement agreement-related charge which impacted the gross margin
percentage by two points. The gross margin percentage was lower than 63.6
percent in the fourth quarter primarily due to the impact of the settlement
agreement along with lower revenue.

Key Product Trends (Sequential)

-- Intel Architecture microprocessor units were lower. The average selling price
was slightly higher. The average selling price excluding Xbox(a) processors was
approximately flat.

[Kim-Marwin]

danke!!! shit

[GoldenerBulle]

War nicht gerade das Gelbe vom Ei!

[chriskiel]

27.74 0.14 (0.51) 0.08 (0.29) 16:18 27.70 (47) 27.75 (45.75

[chriskiel]

na das geht ja ab. erste reaktion: -2,5%
jetzt sogar ein paar ct im plus.

umsatzerwartungen knapp verfehlt, eps genau getroffen. ausblick aber gut.

c.

[PremiumS]

Intel

Umsatz
8,09 prog 8,16 mrd

Gewinn
26 Prog 27 cent

[b.l.a.s.h.]

Kurs sackte innerhalb von 30 Sekunden von 27.70 auf 27.00 ab. Danach gings innerhalb ein paar Minuten hoch bis 27.80. Aktuell 27.70. War interessant zuzuschauen.

[chriskiel]

eigentlich sollte man nach den zahlen nachgebende kurse erwarten....

<- sich den schweiss abwischt und seine intc calls streichelt (und zittert)

christian

[GoldenerBulle]

Hektisches Treiben...
Schwer einzuschätzen wie die Börse die Zahlen aufnehmen wird.
Ergebnis war bescheiden, doch der Ausblick gut, was u.U. mehr Gewicht haben könnte.
Entscheidend wird sein, wie stark der Wert geshortet wurde...

[macaroni]

AMD wird besser!

[pedel]

das hilft den bullen nicht weiter.
sequentiell - 20 %. das heisst wir sind über dem berg...

[invest2002]

das ist doch nur noch bescheuert, seine entscheidungen alleine von den zahlen eines unternehmens abhängig zu machen..

invest2002

[thebull 2]

Name
Intel Corp
Last Price
27.6500
Net Change
+0.0500
-0.0200 (AH)
Shares Matched
25,082,460
2,471,449 (AH)
Orders Entered
190,943
8,670 (AH)
Last Match Time
16:27:15.765
Market
NM
Previous Close
27.6000
Percent Change
+0.18%
-0.07 (AH)
Shares Entered
177,473,084
8,205,676 (AH)
Open Orders
689

Last Order Time
16:27:19.550

[thebull 2]

Intel schlägt Erwartungen der Analysten

Heute nach US-Börsenschluss gab der amerikanische Chiphersteller Intel Corp. die Zahlen für das vergangene erste Quartal bekannt. Dank starker Nachfrage im PC Bereich steigerte das Unternehmen aus Kalifornien den Gewinn deutlich.

Den Angaben zufolge erzielte das Unternehmen einen Gewinn je Aktie in Höhe von 26 Cents, wobei hier ein negativer Effekt in Höhe von 1,7 Cents je Aktie aus einer Zahlung an Intergraph enthalten ist. Beim Umsatz legte Intel um 20 Prozent auf 8,1 Mrd. Dollar zu.

Im Vorjahreszeitraum war noch ein Gewinn von 14 Cents je Aktie angefallen. Der Umsatz lag damals bei 6,75 Mrd. Dollar.

Analysten hatten im Vorfeld einen Gewinn von 27 Cents je Aktie erwartet. Beim Umsatz hatten sie 8,16 Mrd. Dollar geschätzt.

Für das aktuelle Quartal rechnet Intel mit einem Umsatz in Höhe von 7,6 bis 8,2 Mrd. Dollar, während die Brutto-Marge bei 60 Prozent liegen soll. Analysten waren bislang von einem Umsatz in Höhe von 8,09 Mrd. Dollar ausgegangen.

Am 3. Juni wird Intel innerhalb eines Mid-Quarter Updates über die Entwicklung im zweiten Quartal berichten.

Im nachbörslichen Handel notierte die Aktie bei 27,77 Dollar mit einem leichten Plus von 0,1 Prozent.

Name
Intel Corp
Last Price
27.4100
Net Change
-0.1900
-0.2600 (AH)
Shares Matched
25,418,509
2,807,498 (AH)
Orders Entered
191,828
9,555 (AH)
Last Match Time
16:31:03.657
Market
NM
Previous Close
27.6000
Percent Change
-0.69%
-0.94 (AH)
Shares Entered
178,440,085
9,172,677 (AH)
Open Orders
687

Last Order Time
16:31:03.964

[chriskiel]

tja und es geht südwärts. ich kann das elend nicht mehr sehen und geh ins bett! :-((

[thebull 2]

meine fresse,macht euch doch nicht irre

[StefanBroker]

Morgen wirds unter 4000 gehen und mein Depot mit Shorts freut sich!

[thebull 2]

INTC NM 3,149,325 27.4800 16:39:19.1 714 -0.1900 -0.69

[thebull 2]

INTC NM 3,205,147 27.5700 16:40:34.9 718 -0.1000 -0.36

[GoldenerBulle]

Die Aktie zieht nachbörslich wieder etwas an!
Erstens kommt es anders und zweitens...

[thebull 2]

INTC NM 3,259,207 27.6000 16:43:05.2 724 -0.0700 -0.25

sag ich doch

[BartS.]

Na dann werden die US-Börsen morgen endlich mal wieder steigen und der DAX fallen... Die Börse ist im Moment wirklich irrational - Zinsängste wirken schwerwiegender als positive Unternehmenszahlen.

[GoldenerBulle]

War die Börse schon einmal rational?

[GoldenerBulle]

Tja,
hab an Ostern schönere Überraschungen erlebt.
Werde aber trotzdem gut schlafen!
Gute Nacht Bullen und Bären!

[MCGabriel]

Kann mir mal jemand die Adresse durchgeben für den nachbörslichen Handel. Finde es nicht mehr - danke

[pubaer73]

Die Zahlen hätten doch besser nicht kommen können.

Wären Sie schlecht gewesen, wäre es nach unten gegangen.

Wären sie zu gut gewesen, hätten sie drüben weiter Angst vor einer Zinserhöhung gehabt und es wäre weiter nach unten gegangen.

So können sie aus den Zahlen gar nichts ablesen, und der positive Ausblick hebt die Laune.

[thebull 2]

#29
guckst du
http://island.com/toolsresearch/index.asp

INTC NM 3,475,862 27.5200 16:57:37.9 747 -0.1500 -0.54

[MCGabriel]

Danke

[BartS.]

> War die Börse schon einmal rational?

Tendenziell gibt es selbstverständlich Zeiten, in denen die Börse rational ist. Zum Beispiel die Zeit ab März 2003, in der die in der Tat irrationale Unterbewertung abgebaut wurde. Dieser Anflug von Rationalität scheint uns mittlerweile aber wieder verlassen zu haben.
Im Moment ist es ja eher so:
Gute Konjunkturdaten/Unternehmensdaten -> deutet auf robuste Konjunktur hin -> Zinsängste -> sinkende Kurse

Schlechte Konjunkturdaten/Unternehmensdaten -> deutet auf schwache Konjunktur hin -> keine Zinsängste -> steigende Kurse

Dass die Zinsen aber im Moment so niedrig sind, dass selbst ein Anstieg um 2 Prozent der Konjunktur und somit den Unternehmensgewinnen kaum etwas anhaben könnte, wird völlig übersehen.

[thebull 2]

nie verzagen,bullen fragen

[luckman_ch]

Betreffend den Zinsängsten wird zur Zeit masslos
übertrieben!!

@ BartS

"Dass die Zinsen aber im Moment so niedrig sind, dass selbst
ein Anstieg um 2 Prozent der Konjunktur und somit den
Unternehmensgewinnen kaum etwas anhaben könnte, wird völlig übersehen."

Muss Dir recht geben.
Schliesslich haben steigende Zinsen auch den effekt
ein überhitztes Wachstum wieder in vernünftige Bahnen
zu lenken.

Ich staune zur Zeit, wie die US- Unternehmen Quartals-
ergebnisse mit 15-20% Gewinnsteigerung ohne Probleme
hinkriegen.
Und dies durchs Band. Da gibt`s doch nicht zu jammern!!

[MCGabriel]

27.13

[HSM]

Intel senkt Umsatzprognose auf 8,3-8,6 Mrd. Dollar

Der amerikanische Chiphersteller Intel Corp. hat heute nach Börsenschluss in einem Mid-Quarter-Update über die Entwicklung im laufenden Quartal berichtet.

Das Unternehmen erwartet nun für das dritte Quartal aufgrund einer schwachen Nachfrage einen geringer als bislang prognostizierten Umsatz von 8,3-8,6 Mrd. Dollar. Intel hatte Anfang Juli einen Umsatz von 8,6-9,2 Mrd. Dollar in Aussicht gestellt.

Auch bei der Brutto-Marge senkte der Konzern seine Vorhersage. Während sich die bisherige Prognose auf 60 Prozent belief, erwartet Intel nun einen Wert von 58 Prozent.

Die Aktie von Intel gewann heute 0,9 Prozent auf 21,63 Dollar. Nachbörslich notierte das Papier zuletzt bei 19,74 Dollar.