Intel Stock Forecast: Intel Has A Loyal Customer In Apple

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First.

Intel Has A Loyal Customer In Apple

Summary:

  • The top PC and server hardware vendors have announced their support of AMD’s Ryzen and EPYC processors.
  • AMD has an exclusive supply deal on discrete GPUs for Mac and MacBooks. Apple has so far stayed quiet about Ryzen, Threadripper, and EPYC.
  • Intel obviously has a very loyal processor customer in Apple. Ryzen may find some support among Windows/Linux computer builders but the Mac remains Intel Inside forever.
  • Apple is the world’s no.4 PC vendor. The long-term prosperity of Intel on desktop processors is safe as long as Apple keeps ignoring AMD’s new Ryzen processors.
  • I rate INTC as a buy. I Know First still has positive near and long-term algorithmic forecasts for INTC.

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Intel Stock Forecast: Greatly Reduced Contra Revenue Is A Big Tailwind For Intel (INTC)

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

Intel Stock Forecast

  • Intel is reducing its contra revenue on mobile application processors for tablets/smartphones.Intel
  • Reduction in contra revenue could substantially improve operating profits of Intel’s PC/Mobile chips division.
  • Intel is now refocusing on supplying higher-margin x86 processors to pricey 2-in-1 tablet/notebooks like the Surface Pro 4.
The Intel-powered luxury Microsoft Surface Book laptop is seeing brisk pre-order demand.

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Intel Stock Forecast: Bullish Outlook After PC Market Bottomed Out

Intel's decent earnings report performance during the previous quarter shows that its strategy to decrease reliance on the PC market is paying off, and that the stock price is poised to break out in the future. I Know First published an article on March 27th predicting that the stock price was set to start climbing, and it has already increased over 10% since that time and will continue climbing higher. Intel stock forecast