Intel Sees Solid 2H17; Implications to Cloud/ Memory Demand and Competitions
Summary Solid 2H17: We expect 2Q beat and good 2H17 guidance to drive analysts to revise up their numbers on Intel. However, we remain our...
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Global Software Market Perspectives 1H2017
GP Bullhound has established a quarterly market report on the Software as a Service (“SaaS”) space to provide quantitative insights into public...
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Intel Needs Better Drivers to Defend Its Margin
Summary Intel needs better drivers to defend its margin: We attribute the op margin miss to a below corp. avg sales growth from client computing...
275 Views
Intel Pays up 34% of Premium on Mobileye to Buy 1% Sales; Desperately into Autonomous Drive Market?
Summary Intel pays up 34% premium to acquire Mobileye: Intel announces to buy Mobileye for $15.3bn at US$63.54 per share in cash or 34% premium to...
439 Views
Andrew on Tech: Will Waymo Dominate Autonomous Car Solution Again like Android in Smartphone?
What're revenues/profits for Waymo? We see making sense for Waymo/Alphabet to work together with various automotive customers providing Uber-like...
508 Views