Intel Logs Strong Quarter

Intel beat Wall Street estimates for both earnings and revenue in Q1.Indeed,the Q1 revenue of 12.80 billion dollars was an all-time record for Intel.The chip maker admitted,however,that its projection for Q2 might be adversely affected by disruptions caused by the Japan earthquake.
Guy Richard,an analyst at Piper Jaffray,felt that Intel's enterprise business was quite good.It was a blowout quarter,much stronger than he expected.
On the other hand,to date,Intel has had little traction in the tablet market.They are behind in getting people to write to their processor and getting people to integrate their product,Mr.Richard observed.
Piper Jaffray,founded in 1895,is a leading middle market investment bank and asset management firm.Based in Minneapolis,it has offices across the U.S.,as well as in London and Hong Kong.
Intel(INTC),Piper Jaffray(PJC)

Texas Instruments,Intel Upgraded

Texas Instruments has been upgraded to overweight from neutral by JP Morgan.It has a new price target of 47.00.The upgrade stems from the impending end to the semiconductor inventory correction.
RW Baird has raised Intel from neutral to outperform.The price target has been raised from 25.00 to 27.00.The upgrade is because of continued rebounds in demand for Intel's products.Wells Fargo seconds this view of Intel.
Meanwhile,outside the semi space,Google continues to look for acquisitions.These are to be small,innovative firms along the lines of last year's purchases.
Texas Instruments(TXN),Intel Corporation(INTC),Google(GOOG)

Investment Prospects:Intel Corporation

In the opinion of Doug Freedman,Tech Analyst at Gleacher&Company Securities,the Intel earnings numbers were solid,beating estimates on both the top and bottom lines.He has a buy rating on the stock.There really is the ability for Intel to spend an extra two billion dollars this year and raise the dividend as well.
To Scott Galloway,Professor of Marketing at New York University,Intel continues to be organizationally a great company,but the stock is where it was 10 years ago.They continue to attract human capital and have a great cash flow.
Intel has all the marks of a company that could break out.The brand is very extendable-into tech education,for example.Intel has almost become commoditized,Professor Galloway thinks.
Intel says its Atom chips will appear in a wide array of tablets and mobile phones this year.Its capital expenditures will be used to operate four leading-edge plants.
Intel(INTC)

Care Innovators:GE and Intel

General Electric and Intel have joined forces on Care Innovations,an initiative to support independent living of the chronically ill,improving their health and lowering the cost of care.The jointly-owned company,which combines GE Healthcare's Home Health division and Intel's Digital Health Group,will tap a market for Telehealth and home health monitoring that is expected to grow to around 7.7 billion dollars by 2012.
Care Innovations has a vision of providing innovative products and services that will enable new models of care,improving the quality of care and patient empowerment,while helping reduce health care costs through new technologies,according to CEO Louis Burns.The joint venture has received final regulatory clearances and is fully operational.
CI's core focus areas are disease management,independent living and assistive technologies.Among its products are patient monitoring,independent living concepts and assistive technologies such as the Intel Health Guide and GE QuietCare.The firm intends to continue developing this healthcare IT to enable lower healthcare costs and a higher quality of life for patients worldwide.
Dutch electronics titan Philips is also active in the field through its Telehealth Solutions.Among Philips' products are the TeleStation,Measurement Devices and Web-based Clinical Review Software.
General Electric(GE),Intel(INTC),Koninklijke Philips Electronics(PHG)

Intel and SanDisk Prospects

Intel is raising its dividend 15% to 0.18 a share.The semiconductor titan says it is on track for its best year ever,with strong cash flow.
Kim Caughey Forrest,an analyst at Fort Pitt Capital Group,notes that companies hate to cut their dividends.Intel knows they can sustain this,so the increase is a good bullish signal for this stock.
They also really like SanDisk.SanDisk has a big footprint in the tablet arena.
Both companies are where the consumer is:at the laptop or the mobile end.
SanDisk is the leading manufacturer of flash memory cards for imaging,computing,mobile and gaming devices.Intel has also been expanding into the cyber security and mobile realms recently.
Intel(INTC),SanDisk(SNDK)