Intel tops Wall Street goals (notícia)
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Por outro lado, a INTC subiu tanto essencialmente porque previu Margens Brutas de 54% para o próximo Trimestre e Ano, bastante acima das estimativas.
O engraçado é como chegam a essas novas margens. Vão fazer uma manobra "à Worldcom", passando alguns custos de COGS (Custo de Vendas) para R&D (Investigação e Desenvolvimento), sendo estes últimos capitalizados.
Previram uma subida de $200mn no R&D, o que em vendas de $7.2Bn dá 2.8%. Adicionando a Margem Bruta deste trimestre (50.9%), chegamos a 53.7%. Ou seja, muito próximo dos 54% que eles previram´.
Coincidência? Não.
O que é estranho aqui é ainda existir a necessidade de fazer estas manobras, bem como de nem os Media nem os analistas lhes darem destaque.
Até ao trimestre anterior, a INTC já tinha utilizado outra estratégia reprovável, tb usada por muitas outras companhias tech: abateu existências dizendo serem obsoletas, apresentou esse custo como extraordinário, e depois vendeu/utilizou essas existências, aumentando também a Margem Bruta. Aliás, foi por essa estratégia ter acabado que este trimestre a Margem Bruta caiu.
O engraçado é como chegam a essas novas margens. Vão fazer uma manobra "à Worldcom", passando alguns custos de COGS (Custo de Vendas) para R&D (Investigação e Desenvolvimento), sendo estes últimos capitalizados.
Previram uma subida de $200mn no R&D, o que em vendas de $7.2Bn dá 2.8%. Adicionando a Margem Bruta deste trimestre (50.9%), chegamos a 53.7%. Ou seja, muito próximo dos 54% que eles previram´.
Coincidência? Não.
O que é estranho aqui é ainda existir a necessidade de fazer estas manobras, bem como de nem os Media nem os analistas lhes darem destaque.
Até ao trimestre anterior, a INTC já tinha utilizado outra estratégia reprovável, tb usada por muitas outras companhias tech: abateu existências dizendo serem obsoletas, apresentou esse custo como extraordinário, e depois vendeu/utilizou essas existências, aumentando também a Margem Bruta. Aliás, foi por essa estratégia ter acabado que este trimestre a Margem Bruta caiu.
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- Registado: 6/11/2002 19:27
Intel tops Wall Street goals (notícia)
Gostaram do que a INTC apresentou... vai subindo 4% no after.
Intel Q2 earns double, sales grow
By Chris Kraeuter, CBS.MarketWatch.com
Last Update: 4:32 PM ET July 15, 2003
SAN FRANCISCO (CBS.MW) -- Intel's second-quarter income doubled while its revenue grew 7.9 percent to $6.8 billion, the world's largest chipmaker announced late Tuesday.
Intel (INTC) set a third-quarter revenue goal between $6.9 billion and $7.5 billion and said better-than-expected sales should lead to higher full-year gross margins than it previously predicted.
Shares rose 76 cents to $24.86 during the late-trading session after closing up 7 cents at $24.09.
For the quarter ended in June, Intel said it earned $896 million, or 14 cents a share, on revenue of $6.82 billion, up from $446 million, or 7 cents a share, on revenue of $6.32 billion a year ago.
Intel's results exceeded what most analysts on Wall Street predicted. Analysts surveyed by Reuters Research expected earnings of 13 cents a share on revenue of $6.7 billion, on average.
Intel said midway through its quarter, which ended in June, that business was exactly as expected. The company provided no targets for net income but predicted sales between $6.6 billion and $6.8 billion.
Intel said it experienced "good" demand for computing-related products, as well as strength in emerging markets.
Intel, as usual, made no prediction about its bottom line, but it did predict third-quarter revenue between $6.9 billion and $7.5 billion. Analysts had been expecting 16 cents a share and revenue of $7.15 billion, on average.
Gross margins for 2003 are now expected to be 54 percent compared with a previous target of 51 percent. Intel said higher sales and lower startup costs will help margins.
Intel Q2 earns double, sales grow
By Chris Kraeuter, CBS.MarketWatch.com
Last Update: 4:32 PM ET July 15, 2003
SAN FRANCISCO (CBS.MW) -- Intel's second-quarter income doubled while its revenue grew 7.9 percent to $6.8 billion, the world's largest chipmaker announced late Tuesday.
Intel (INTC) set a third-quarter revenue goal between $6.9 billion and $7.5 billion and said better-than-expected sales should lead to higher full-year gross margins than it previously predicted.
Shares rose 76 cents to $24.86 during the late-trading session after closing up 7 cents at $24.09.
For the quarter ended in June, Intel said it earned $896 million, or 14 cents a share, on revenue of $6.82 billion, up from $446 million, or 7 cents a share, on revenue of $6.32 billion a year ago.
Intel's results exceeded what most analysts on Wall Street predicted. Analysts surveyed by Reuters Research expected earnings of 13 cents a share on revenue of $6.7 billion, on average.
Intel said midway through its quarter, which ended in June, that business was exactly as expected. The company provided no targets for net income but predicted sales between $6.6 billion and $6.8 billion.
Intel said it experienced "good" demand for computing-related products, as well as strength in emerging markets.
Intel, as usual, made no prediction about its bottom line, but it did predict third-quarter revenue between $6.9 billion and $7.5 billion. Analysts had been expecting 16 cents a share and revenue of $7.15 billion, on average.
Gross margins for 2003 are now expected to be 54 percent compared with a previous target of 51 percent. Intel said higher sales and lower startup costs will help margins.
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