Credit Suisse favors Intel Super and server services

Sina Science and Technology hearing Beijing time November 1 morning news, Credit Suisse analyst Jonathan Pi (Jonathan Pitzer) published a Monday study that he is bullish on Intel (Weibo) 's super-Ben and server business, giving Intel "outperform" (outperform) stock rating,　　And a 32 dollar target share price. Pitze said the impact of the Thai floods on hard disk production will not exceed 3% of the growth rate of Intel's quarter-on-quarter performance. "The hard drive will be tight for the next 6 months, but it's completely manageable," he said. "The hard drives of the quarter and the next quarter may reduce production by 50 million to 650 million."　　Pitze will continue to monitor the impact of this event on Intel. Pitze also countered the negative comments on the PC market.　　He argues that tablets such as Apple's ipad have only affected the netbook sector, and that the mega-Ben Intel is pushing to push PC partners to consolidate with Windows 8 to restore PC buying enthusiasm, especially in the consumer PC sector. He said: "We think that the tablet computer mainly eats up the netbook, while the traditional PC market is growing faster than investors expect, counting on netbooks to grow by 1%, excluding netbook growth by 5%." We expect that the integration of Windows 8 with super-Ben will likely accelerate consumer demand in developed markets for 2012 years. Before the system is upgraded, overall consumer PC demand will grow at least 300 to 400 basis points, but 2012 years will be more growth. Pitze also said that arm's threat to Intel was far below market expectations and that investors underestimated Intel's input to the server chip sector.　　Given the success of the Intel Nehalem processor in 2009, Pitze believes the company's newest generation of Romley processors could raise Intel's quarterly revenue from $2.5 billion trillion to $2.9 billion. He said that because of the increase in the number of Internet devices, resulting in increased data and data polarization, and therefore increased demand for servers, which will be the driving role of Intel's server business. (PEI)