54 ordspråk av Ashok Kumar

Ashok Kumar

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pull back to its base in the $60s.

As we indicated earlier, we believe the company's guidance of 30 percent revenue growth is not even remotely realistic,

We feel that unless business picks up substantially over the next three weeks, there is risk to our Street-below revenue estimates of $9 billion.

We are seeing particular weakness non-Japan Asia Pacific, which is about 30 percent of unit mix.

Our lowered expectations imputes a meaningful pickup in demand over the next three weeks.

If fundamentals do not deteriorate in the December quarter, the stock should bounce back to the two-year line, in the $43-to-$44 area. If its outlook continues to improve, over the next six months we expect the stock to fill the gap in the $50-to-$55 area.

Growth rates are inflated due to easy compares in the year ago period. However, the segments that do matter -- business critical servers, storage and services (about 35 percent of the mix) -- posted almost no growth (+3 percent year/year). Due to the secular decline in PC hardware profitability and the lack of focus on enterprise hardware and services, it is questionable if there is a sustainable turnaround under way.

may be short-lived, as Intel is fighting back.

possibility of modest upside to current 4-8 percent quarter-over-quarter revenue-growth guidance.

For the full year, we now expect unit growth just under 20 percent. The stock could slowly start discounting product and demand stimulus in the second half of calendar 2001.

Their primary costs are labor costs,

to the high teens.

The company did deliver in a very tough environment.

In our opinion, the stock is above fair value zone.

We'd all like to believe Intel's forecast is conservative, but I don't think it behooves them to be conservative. I would argue they're painting a realistic picture.

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