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Wednesday, May 18, 2005 11:10:21 AM
J.P. Morgan Securities said lead times "remain extended" for Intel (nasdaq: INTC - news - people ) for several laptop chips and chipsets "and Intel does not expect to be able to fulfill demand until sometime during the summer." J.P. Morgan noted that this is later than the end-of-May timetable the company gave during its first-quarter conference call last month. Intel made a presentation at the JPMorgan Technology and Telecom Conference Tuesday, but didn't provide an update on its second quarter ending June. The research firm said Intel also expects to regain the technology lead from Advanced Micro Devices (nyse: AMD - news - people ) in server chips in the first quarter of 2006 with the introduction of dual-core processors for servers. J.P. Morgan said that although it recently raised estimates on Intel, "there could be additional upside due to continued gross margin leverage and revenue upside since several checks in the PC channel indicate demand for PC components is better than expected during the second quarter." Intel shares are trading at 18 times J.P. Morgan's calendar 2006 earnings estimate of $1.44 per share, the low end of its historic trading range of 15 times to 30 times EPS estimates. "Due to the company's superior leverage and high possibility of further upside to consensus estimates, we are reiterating our 'overweight' rating," J.P. Morgan said.
http://www.forbes.com/markets/2005/05/18/0518automarketscan02.html
This seems to boost Turion´s prospects for design wins. It´s a shame that it´s arriving so excruciatingly slow. It could really have made a difference this quarter, it seems, but that´s life, I guess. Funny how Dell says INTEL has already regained the technology lead in servers.
Keith
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