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Analyst Research Report Snapshot


Intel - Company Profile - Intel just doesn't get it




Indigo Equity Research


21 Apr 2013





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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 Collapse …. 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 c. 40 page report includes: SWOT analysis, investment thesis, fundamental & DCF valuation, significant recent events, operations analysis, ten year financial analysis, business model, strategy, industry overview, analysis of latest Q results, …. Independent, buy-side, fundamental, financial analysis. www.indigo-equity-research.com

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