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One of the great truths of trading is that analysts can hurt you over the short term. Just ask anyone who owns shares of Intel
Analyst Romit Shah has good reasons for liking Intel less today. The chipmaker reduced its forecast for full-year PC shipment growth -- from the low double digits to 8%-10% -- and authorized $300 million in new capital spending. Less demand, more cost. Not good, right?
No, but the story also isn't that simple. Intel CEO Paul Otellini said in a Bloomberg interview that reduced PC demand wouldn't dampen revenue growth since the hit would come at the lowest end of the market, where Intel's Atom chip competes with low-power designs from ARM Holdings
Diversification is key to Intel's stock story, as Otellini tells it. During yesterday's call with analysts, he pointed to a 38% increase in microprocessors for storage devices and a 40% increase in revenue from data-networking customers. Data-center clients are also increasingly relying on Intel-powered servers, Otellini told Bloomberg.
But don't tell that to traders. To them, Intel and Microsoft
Will you buy Intel shares today? Please vote in the poll below, and then leave a comment to tell us whether you think Nomura's assessment of Intel is fair. You can also add Intel to your watchlist for up-to-date analysis on the stock as soon as it's published.