Intel som ventet: lidt svagere
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Til sammenligning de gamle nøgletal.
Først omsætning (i mia USD) og så EPS (i cent):2011q1 12,8 59
2011q2 13,0 54
2011q3 14,2 65
2011q4 13,9 64
2012q1 12,9 53
2012q2 13,5 54
2012q3 13,5 58
2012q4 13,5 48Dvs. lidt svagere, men det burde være indregnet i kursen.
EPS for 2012 er 2,13. PE ca. 10 -
Solgte i 24 sammen med Buffet. Hvordan ser væksten ud? Inden jeg selv får læst den. Jeg er nok på den igen snart.selvom jeg tænker at tech har haft sit run.....
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Vækst? Vi er (forhåbentlig) i bunden af en lagercyklus her 4 år efter finanskrisen. Fint, hvis det ikke bliver værre. Otellini er fuld af gejst:
"We made tremendous progress across the business in 2012 as we entered the market for smartphones and tablets, worked with our partners to reinvent the PC, and drove continued innovation and growth in the data center. As we enter 2013, our strong product pipeline has us well positioned to bring a new wave of Intel innovations across the spectrum of computing."
Men måske skal hans efterfølger lige have renset ud, så vi får lidt ekstra afskrivninger.
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Men jeg tror på pc'ens død jo . Tak. Vi bliver nok aktiesvogre igen, når jeg har læst regnskab.
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