Intel earnings sneak peak

Here’s a sneak peak on tomorrow’s Intel earnings report. I can't tell where I got it from.

Intel margins back in the 50’s (approx 50.9%) due to strong demand on high ASP parts (specifically, mobile and servers). Intel’s revenue is up 10% from the previous QTR at the high end of guidance at ~$9.68B. Intel predicts strong 2007. FY07 outlook raised 2 cents on EPS from previous estimate as it predicts to take back significant share from AMD.

Unofficial Intel response to AMD’s claim that their poor quarter is due to the ongoing price war: “What price war? Intel is not in any war of any type.”

I guess if you warn in a supposedly good quarter while the competition outpeforms, you’re really in a lot of trouble.


Sharikou, Ph. D said...

This is Intel's last breath before BK in Q2'11.

Anonymous said...

Sharikou, Ph. D Psycho

Deep Thought 86 said...

Very interesting! I'm going to wait until both companies come out with their official statements, but it looks like AMD has a long 3 quarters ahead of them before anything interesting comes out from them