Analyst Research Report Snapshot


Intel - Overview of Q1 2013 - Intel just doesn't get it




Indigo Equity Research


21 Apr 2013





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Q1 2013 - Intel just doesn't get it Investment thesis - Over-exposed to shrinking PC market; The fundamental problem is Intel's heavy dependence on PCs, a shrinking market … Industry growth is increasingly driven by tablets & mobile devices …. We expect Intel's margins and profits to collapse …. Disastrous Q1 2013 - Intel just doesn't get it Q1 revenues fell slightly with a weak PC market, no surprises there. But profits were also impacted by a large inventory write-down and charges for excess manufacturing capacity for older production lines. The fundamentals & outlook is poor ….. We re-iterate our negative view ("A profit crisis looms") held for 6 months that Intel was heading for a crisis; with excess capacity & inventory and over-exposed to PCs. This 10 page report includes: results analysis, investment thesis, recent key events and SWOT analysis. Independent, buy-side, fundamental, financial analysis.

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