Intel Corp. Chief Financial Officer Stacy Smith said evidence is beginning to emerge that corporations are returning to technology spending, although such spending is driven more by the savings offered than by any spending increases.
“Our sales guys are picking up more interest at corporations,” Mr. Smith said in an interview Thursday.
Roth Capital Partners analyst Arnab Chanda this morning lowered his rating on several chip stocks to “Hold” from “Buy,” citing the risk of a modest inventory build given high projected margins and growth at Intel, Marvell, Nvidia and others.
Intel has admitted to some major gaffes in handling documents in an antitrust suit filed by Advanced Micro Devices, which is moving toward a trial next March. Now the chip giant says the shoe is on AMD’s foot.
Intel this week filed a motion seeking sanctions against AMD, alleging that its smaller rival failed to adequately retain and produce documents in the case and tried to hide its lapses.
When Paul Otellini, Intel’s famously reserved CEO first heard the news, he got quiet.
Samsung Electronics Co.’s profits are on the rise again as its chip and display businesses recover from operating losses earlier this year. The turnaround recently helped push its market capitalization past Intel Corp.’s for the first time.
Despite Apple’s investments in developing its own custom ARM microchips in place of using Intel’s Atom mobile processors, the company has reached out to Intel as a partner to drive the adoption of the new Light Peak specification for optical cabling.
Hardware freaks flocked to San Francisco last week to hear Intel talk about microprocessors, the electronic brains in PCs. But Advanced Micro Devices made some pretty brainy claims of its own.
Silicon Valley has been talking for 15 years or so about marrying TV and the Internet. For the most part, it’s still just talk; most people still use their PCs when they want interactivity, and rely on their TVs when they want to be passive content-watchers.
For three months early this year, 63-year-old Ronald Lang was one of the most plugged-in patients in America.
Clearwire today announced the launch of its a developer version of 4G service in the Bay Area. The developer version of the WiMax-based network covers “more than 20 square miles” in Santa Clara, Mountain View and “parts of downtown” Palto Alto.
Next week, hundreds of high-tech’s most geekiest participants will flock to San Francisco for the Intel Developer Forum, better known as IDF. But one of their most prominent cheerleaders will not be there.
Patrick Gelsinger, a senior vice president who also served in the past as Intel’s chief technology officer, says he will then be in Hopkinton, Mass., starting his new job at data storage giant EMC.
IBM has often marched to a different drummer in computer chips. But Big Blue will take a step closer to conventional wisdom next year.
No, IBM is not moving away from developing electronic brains for its own servers, as most computer makers have. While some IBM servers do use the ubiquitous x86 chips designed by Intel and Advanced Micro Devices, IBM continues to extend the internally-developed Power line of microprocessors for other systems as well as chips for IBM mainframes.
This was a strange earnings season. But it has been a remarkably strange economy. But when you look at the big names in tech, including Intel, IBM, Apple, Google, Yahoo, eBay, Microsoft, and the big names on Wall Street, there was a bizarre disconnect over what was expected, and what was realized.
Intel shares this afternoon are getting a lift from an upgrade by JMP Securities analyst Alex Gauna from “Market Perform” to “Market Outperform,” with a $24 price target.
Following on a much-stronger-than-expected Q2 report last week, Intel, Gauna says, should continue to gain from better-than-expected results of its customers’ sales of notebook computers and server computers.
Worldwide PC shipments fell 5 percent in the second quarter from a year earlier, according to market research firm Gartner. That exceeded the company’s previous forecast of a 9.8 percent decline.
Gartner said the better-than-expected results reflect “a small sign of a PC market recovery in terms of shipment volumes in some regions.”
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