Bloomberg Anywhere Remote Login Bloomberg Terminal Demo Request


Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.


Financial Products

Enterprise Products


Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000


Industry Products

Media Services

Follow Us

Markets & Finance

Robbie Stephens Sees Slowdown at Intel

Robertson Stephens sees seasonally slow demand for Intel 's(INTC) motherboards and PC components.

Analyst Eric Rothdeutsch says recent checks with motherboard makers in Asia indicate that demand is exhibiting seasonal weakness. He expects May shipments to be down 10%-15% month over month. He also expects the June quarter to be the seasonally slowest quarter for the PC industry this year. Checks indicate that Advanced Micro Devices (AMD) and Intel will again cut CPU prices. New chipsets, motherboards, new packages, new processes, and new wafer sizes appears to be a lot of challenges for any company to manage.

Rothdeutsch rates Intel long-term attractive. He rates Applied Micro buy and thinks Advanced Micro offers a better execution story at a more reasonable valuation.

blog comments powered by Disqus