Next Inning Technology Research Analyzes Intel’s Inventory Challenge and Looks At Prospects for New Atom Microprocessor
In 2008, Next Inning Editor
There’s no shortage of analysts covering Intel, but there aren’t many who can give you the inside story. McWilliams was in the semiconductor industry for a quarter century and sold his first Intel products in 1976. To get the inside scoop on Intel and other tech companies, many of which McWilliams has had first hand knowledge of during his career, Next Inning is the place to go. In his recap of Intel’s earnings report and the reports of other technology companies, McWilliams looks at these topics:
– Why is understanding Intel’s inventory situation key to understanding the company’s prospects for 2009?
– Why did McWilliams compare to Intel CEO
– After declining sharply in Q4, have Intel’s gross margins bottomed out? When does McWilliams expect Intel’s gross margins to return to normal levels?
– Do the challenges Intel now faces change McWilliams’ long-term view of the company?
– Is the emergence of Intel’s Atom processor a positive catalyst for NVIDIA? Should investors look at NVIDIA in 2009 based on the company’s ability to leverage the Atom processor to its advantage?
– After getting nailed with the “double whammy” in Q4 that McWilliams forecasted, is Linear Tech likely to rebound in 2009?
– Did Xilinx’s Q4 report confirm McWilliams’ contention that a favorable paradigm in programmable logic will benefit Xilinx going forward?
– What are the distinct differences between the supply channel inventory situation we’re seeing today and what we saw in 2001? How will these differences change the recovery pattern we experience from this downturn?
– What recent activity has McWilliams heard about from his field contacts that might bode well for package and test companies like Siliconware Precision and Amkor?
About Next Inning:
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NOTE: This release was published by Indie Research Advisors, LLC, a registered investment advisor with CRD #131926. Interested parties may visit adviserinfo.sec.gov for additional information. Past performance does not guarantee future results. Investors should always research companies and securities before making any investments. Nothing herein should be construed as an offer or solicitation to buy or sell any security.
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