INTEL WKN: 855681 ISIN: US4581401001 Kürzel: INTC Forum: Aktien Thema: Hauptdiskussion

Neues fast 20 Jahreshoch ?

Neues Jahreshoch ☺️

AMD vs. Intel

Summary AMD’s share price has been moving as if there is a zero-sum gain between Intel and AMD’s CPU market share. Historically, AMD stock price changes have been more related to market share changes than to revenue changes. Aided by EPYC Naples and incoming Rome, AMD server market share has reached to 3.2% in 4Q 2018 and looks to “take 3 generations to gain server market shares.”. With a current PC total revenue market share at 8.5%, the Street’s consensus estimates predict that AMD’s market share may reach 10% in late 2020. For every 1% gain in total market share, AMD share price will increase by $0.66. For AMD to reach $30 a share, its market share has to increase to 20%. ... https://seekingalpha.com/article/4247478?source=ansh

Pessi. Schau dir mal nvidia an. Ist gerade interessant um einzusteigen;)

Sehr starker trend bis zu letzt. Jz haben wir einen trendbruch. Richtung ist unbestimmt. Meine meinung: erstmal warten bis sich das bild wieder aufklart

Sehe ich auch so Bin über die Entwicklung sehr erfreut Wie ist eure Meinung zu Dell?

Außer du siehst intel als langfristige investition (min 3jahre) dann ists egal wann du einsteigst.

Nein. Warte auf eine korrektur

Jetzt noch einsteigen?

Matteo;) hab mein vesprechen gehalten;)

Matteoo. Ja alles gut. Ich seh intel ganz klar long innerhalb der nächsten 2-3 wochen.

2,5% Prozent hoch 2,5% Prozent runter... hoffentlich gehts demnächst wieder Richtung Norden! Ist ja wirklich erbärmlich!

CHIPS: Intel tauscht Deutschland-Chef stillschweigend aus - https://www.golem.de/news/chips-intel-tauscht-deutschland-chef-stillschweigend-aus-1901-139023.html

Programmable solutions, also FPGAs heftig im kommen, daher auch Xilinx dick im Geschäft

Intel (NASDAQ:INTC) drops 7% on Q4 results that beat EPS estimates but missed on revenue despite a 9% Y/Y growth. Downside Q1 and FY revenue guidance pair with a Data Center revenue miss for a shaky quarter. Intel says Q4 revenue was below October 2018 expectations due to a mix of weaker modem demand, slowdown in China, cloud customers absorbing capacity, and the weakening NAND environment. Downside Q1 guidance has revenue of $16B (consensus: $17.34B) and EPS of $0.87 (consensus: $1.02). The data-centric business is expected to dip in the low-single digits Y/Y while PC-centric grows the same amount. Mixed FY guidance has revenue of $71.5B (consensus: $73.11B) and EPS of $4.60 (consensus: $4.51). Data-centric expected up mid-single digits Y/Y and PC-centric down low-single digits. Q4 revenue breakdown: Client Computing, $9.82B (consensus: $10.01B); Data Center, $6.1B (consensus: $6.35B); IoT, $816M (consensus: $812.7M); Non-Volatile Memory Solutions, $1.11B (consensus: $1.12B); Programmable Solutions, $612M (consensus: $518.7M); Other, $231M (consensus: $297.5M). Desktop unit volume dropped 7% Q/Q and 8% Y/Y while ASPs rose 5% and 13%, respectively. Notebook units dropped 10% on the quarter and grew 1% on the year with ASPs up 3% and 6%. Data center units fell 3% Q/Q and grew 9% Y/Y with ASPs up 2% and 1%