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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 116.16

-2.0%

Jun 13 9:30 AM EDT

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From: Frank Sully	10/22/2021 11:12:27 AM
	of 67699

Intel: Keeps Getting Worse Oct. 21, 2021 10:13 PM ET Excerpt: The company has guided to a Q4'21 revenue goal inline with analyst targets around $18.3 billion while the EPS guidance is below estimates at $0.90. What really stands out with guidance is the gross margin target of 53.5%. Intel has now forecast the typically strong Q4'21 revenues will generate a 650 basis point hit to gross margins after just reporting a quarter with 56.5% margins. In essence, Intel will report a EPS of just $0.90 after hitting $1.52 last Q4. The company is forecasting revenues falling again. The indications remain that Intel is picking up low margin CPU chip deals while competitors AMD ( AMD) and Nvidia ( NVDA) are taking the higher margin chips in data centers. Ugly Setup Heading into these quarterly results, Intel was already facing tons of lost market share to AMD and Nvidia. These chip companies have been growing revenues at 40%+ annual clips while Intel can't even grow anymore. seekingalpha.com

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