På vej nedad i lager cyklus
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"Intel Corporation today announced that third-quarter revenue is expected to be below the company's previous outlook as a result of weaker than expected demand in a challenging macroeconomic environment. The company now expects third-quarter revenue to be $13.2 billion, plus or minus $300 million, compared to the previous expectation of $13.8 billion to $14.8 billion.
Relative to the prior forecast, the company is seeing customers reducing inventory in the supply chain versus the normal growth in third-quarter inventory; softness in the enterprise PC market segment; and slowing emerging market demand. " http://intc.com/releasedetail.cfm?ReleaseID=705404&ReleasesType=Home
Det betyder en selvforstærkende krise med arbejdsløshed som en væsentlig komponent. Konjunkturudviklingen er ikke chokerende i sig selv. Problemet er, at staterne ikke mere kan bruge det klassiske middel, rentesænkning,for det har de allerede brugt.
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Jeg overvejer om jeg skal sælge mine intel aktier oven på dagens melding. Jeg kan ikke lide at sidde i dem med skuffende vækst.
De har også været gode fra 14-16 stykker og med udbytte hele vejen op.
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Jeg har idag tilgengæld taget lidt BAC, på et play på amerikansk recovery på boligmarkedet. Jeg vil egentligt gerne tage et stort bet på det. Over de næste 3-5 år.
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En velskrevet artikel om Intel fra seneste udgave af Wired belyser nogle af udfordringerne for Intel..
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