Briefingu kokkuvõte Inteli konverentsikõnest:
During the call, the company says that its Q1 revenue guidance is lower than is seasonally typical. INTC says this is due to a variety of smaller factors, including continued weakness in NAND pricing and the current economic indicators. Regarding the macro-economic front, the company says they are not seeing the same concerns that are being widely reported, and notes that 75% of their business is outside the U.S. However, company says it is still prudent to be cautious. The NAND competitive environment is worse than the company expected. The co says they feel good about about the cost improvements its made, and the divestiture of lower margin segments. However, the key element is the pricing environment. The company also says that lower CPU unit shipments will affect margins in 1Q08. In the PC space, the company says it is building capacity around 11% unit growth. The company says the shift towards mobility is a growth driver for the company, in addition to notebook prices coming down, which opens up new markets. INTC says its inventories are at a healthy level, and if anything, they would like them to be a little higher.