COMPANY
Intel
INTC:US
Primary coverage by Pierre Ferragu
Research
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Bible 1Q23 – Foundry: prolonged inventory correction, second half recovery still on.May 23, 2023 — Pierre Ferragu
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CPU shares in 1Q23: Price war in PCs; Shares stabilizing in servers?May 10, 2023 — Pierre Ferragu
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Cloud capex jump to finance A.I. deployments, the Mobileye cheese souffle effect, and much more. Tech Weekly Wrap-Up April 28thMay 1, 2023 — Pierre Ferragu
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Intel 1Q23: Past the bottom? Could the next 3 years be a string of positive developments from here? Buy, $42 TP.April 28, 2023 — Pierre Ferragu
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Microsoft & Google 1Q23: Our updated perspective on public cloud.April 26, 2023 — Pierre Ferragu
Events
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May
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May
04 -
Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Hosted by Pierre FerraguWatch Replay -
Jan
21TechnologyJanuary 21, 2019Hosted by Pierre FerraguWatch Replay -
Feb
20TechnologyFebruary 20, 2019Hosted by Pierre FerraguWatch Replay -
Jun
06TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
Sep
24TechnologySeptember 24, 2019Hosted by Pierre FerraguWatch Replay -
May
06TechnologyMay 6, 2020Hosted by Pierre FerraguWatch Replay -
May
28TechnologyMay 28, 2020Hosted by Pierre FerraguWatch Replay -
Jun
12TechnologyJune 12, 2020Hosted by Pierre FerraguWatch Replay -
Jun
30TechnologyJune 30, 2020Hosted by Pierre FerraguWatch Replay -
Jul
16TechnologyJuly 16, 2020Hosted by Pierre FerraguWatch Replay -
Jan
20TechnologyJanuary 20, 2021Hosted by Pierre FerraguWatch Replay -
Jan
29TechnologyJanuary 29, 2021Hosted by Pierre FerraguWatch Replay -
Feb
12TechnologyFebruary 12, 2021Hosted by Pierre FerraguWatch Replay -
Mar
26TechnologyMarch 26, 2021Hosted by Pierre FerraguWatch Replay -
May
20TechnologyMay 20, 2021Hosted by Pierre FerraguWatch Replay -
Jun
15TechnologyJune 15, 2021Hosted by Pierre FerraguWatch Replay -
Aug
17TechnologyAugust 17, 2021Hosted by Pierre FerraguWatch Replay -
Jul
21TechnologyJuly 21, 2021Hosted by Pierre FerraguWatch Replay -
Oct
18TechnologyOctober 18, 2021Hosted by Pierre FerraguWatch Replay -
Oct
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Nov
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Mar
25TechnologyMarch 25, 2022Hosted by Pierre FerraguWatch Replay -
Apr
19TechnologyApril 19, 2022Hosted by Pierre FerraguWatch Replay -
Jun
07 -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Oct
18 -
Oct
24TechnologyOctober 24, 2022Hosted by Pierre FerraguWatch Replay -
Nov
14TechnologyNovember 14, 2022Hosted by Pierre FerraguWatch Replay