Intel is now hot. The company's first-quarter profit and operating income were far better than analysts' expectations and encouraged its stock price to soar. As of noon on April 20, Intel shares rose 7%, driving the main stock index higher.
Intel CEO Paul. In a conference call, Otellini carefully explained what made Intel so successful in the first quarter. He said that analysts' distortions in the prediction of the PC industry were due to the lack of in-depth analysis of the needs of white-box manufacturers in advanced economies. In addition, demand for data products has risen sharply in recent months due to the rapid growth of smartphones, tablets, and other mobile computing products.
Here are my 10 views on Intel's first quarter earnings:
First, it is easy to achieve strong performance in 2011: Intel’s operating income in the first quarter was US$12.9 billion, an increase of 25% over the same period of last year. Net profit increased 29% year-on-year, and operating income of various businesses was strong. Stacy Smith, Intel’s chief financial officer, said: “The first quarter was a good start for 2011, and we are expected to surpass this year’s financial goals.â€
Second, the emerging market is promoting Intel growth: Intel now more than 50% of operating income comes from emerging markets, and may maintain this trend in the foreseeable future. Intel believes that emerging markets have strong demand for technology and low penetration - this perfect combination is driving sales growth of PCs and enterprise hardware.
Third, the top OEM is not the only choice in the market: While everyone is focused on the largest number of OEMs, emerging markets tend to be non-brand assembled products. As more and more buyers purchase products from small companies, companies like Intel will benefit from it because of its higher brand identity - many buyers still want their devices to use Intel's products.
Fourth, the weak consumer demand in Europe and North America: As a result of economic problems, the consumer market in Europe and North America has been weak. The current demand in Europe and North America is mainly to purchase a second device or replace/upgrade existing devices.
5. The impact of the earthquake in Japan was very small: Intel’s sales organization in Japan suffered some damage, but in addition, the earthquake and tsunami on March 11 did not cause any adverse impact on the company. Despite some problems with some Japanese high-tech companies, Intel's supply chain has not been hit.
Inventory Situation: According to Intel, there was no problem with inventory in the first quarter. In fact, the company benefited from some inventory replenishment activities in the first quarter.
Seventh, the rapid growth of mobile devices is stimulating demand for data center products: shipments of smart phones, tablet computers, and other mobile computing devices are as high as tens of millions. Intel also wants a share. And the company is thinking about it because these devices are running on its servers and using its components. Intel said that its data center business grew by 32% in the first quarter, and that efforts have contributed.
8. Cloud computing flourishes: With the development of data-on-demand services globally, the demand for devices that manage and store this information has increased significantly, which is beneficial to Intel's data services. Intel said sales for the cloud computing market have tripled.
Nine, can not believe those forecast data? The forecasting agency's data is usually close to reality, but only after component suppliers and manufacturers provide actual sales data. Before that, we can only listen to them, especially for the PC market. Their predictions may be a few percent worse than they actually are. This may be a lot worse for a field with sales of billions of dollars.
X. No apology for high capital expenditures: Intel’s capital budget is among the highest in the industry, but it considers it to be one of the major competitive advantages. Intel’s capital expenditure plan for this year is US$10.2 billion and will be used primarily for next-generation process technologies, including 22 and 14 nanometer processes.
Intel CEO Paul. In a conference call, Otellini carefully explained what made Intel so successful in the first quarter. He said that analysts' distortions in the prediction of the PC industry were due to the lack of in-depth analysis of the needs of white-box manufacturers in advanced economies. In addition, demand for data products has risen sharply in recent months due to the rapid growth of smartphones, tablets, and other mobile computing products.
Here are my 10 views on Intel's first quarter earnings:
First, it is easy to achieve strong performance in 2011: Intel’s operating income in the first quarter was US$12.9 billion, an increase of 25% over the same period of last year. Net profit increased 29% year-on-year, and operating income of various businesses was strong. Stacy Smith, Intel’s chief financial officer, said: “The first quarter was a good start for 2011, and we are expected to surpass this year’s financial goals.â€
Second, the emerging market is promoting Intel growth: Intel now more than 50% of operating income comes from emerging markets, and may maintain this trend in the foreseeable future. Intel believes that emerging markets have strong demand for technology and low penetration - this perfect combination is driving sales growth of PCs and enterprise hardware.
Third, the top OEM is not the only choice in the market: While everyone is focused on the largest number of OEMs, emerging markets tend to be non-brand assembled products. As more and more buyers purchase products from small companies, companies like Intel will benefit from it because of its higher brand identity - many buyers still want their devices to use Intel's products.
Fourth, the weak consumer demand in Europe and North America: As a result of economic problems, the consumer market in Europe and North America has been weak. The current demand in Europe and North America is mainly to purchase a second device or replace/upgrade existing devices.
5. The impact of the earthquake in Japan was very small: Intel’s sales organization in Japan suffered some damage, but in addition, the earthquake and tsunami on March 11 did not cause any adverse impact on the company. Despite some problems with some Japanese high-tech companies, Intel's supply chain has not been hit.
Inventory Situation: According to Intel, there was no problem with inventory in the first quarter. In fact, the company benefited from some inventory replenishment activities in the first quarter.
Seventh, the rapid growth of mobile devices is stimulating demand for data center products: shipments of smart phones, tablet computers, and other mobile computing devices are as high as tens of millions. Intel also wants a share. And the company is thinking about it because these devices are running on its servers and using its components. Intel said that its data center business grew by 32% in the first quarter, and that efforts have contributed.
8. Cloud computing flourishes: With the development of data-on-demand services globally, the demand for devices that manage and store this information has increased significantly, which is beneficial to Intel's data services. Intel said sales for the cloud computing market have tripled.
Nine, can not believe those forecast data? The forecasting agency's data is usually close to reality, but only after component suppliers and manufacturers provide actual sales data. Before that, we can only listen to them, especially for the PC market. Their predictions may be a few percent worse than they actually are. This may be a lot worse for a field with sales of billions of dollars.
X. No apology for high capital expenditures: Intel’s capital budget is among the highest in the industry, but it considers it to be one of the major competitive advantages. Intel’s capital expenditure plan for this year is US$10.2 billion and will be used primarily for next-generation process technologies, including 22 and 14 nanometer processes.
1. Higher efficiency and energy-saving compared to conventional fluorescents with equal bright
2. No RF interference, no buzzing noise, no UV radiation
3. No fluorescent flickering
4. No hazard of mercury or lead entering the environment
5. Recessed mounted, easy installation
6. Solid- state, high shock/ vibration resistant
7. Adopting low- pressure constant current power supply, no glare
8. Milky glass cover or PC cover with transmission rate at 92%
9. Good quality and good heat dissipation
10. Energy saving up to 70%, extremely low maintenance cost
11. >=50000 hours lifespan, 2 year warranty
12. Application:
1) Home /office lighting ,display case lighting
2) Under cabinet lighting
3) Ceiling lighting
4) Art lighting
5) Boat lighting, accent lighting.
Recessed Down Light, LED Recessed Down Light, Mini LED Recessed Down Light, Recessed Spotlight, Recessed Downlight
Tengfei Electric Co.,Ltd. , http://www.tenfee.net