SOURCE: Paragon Financial Limited

Paragon Financial Limited

September 15, 2011 08:16 ET

Intel Turns to New Revenue Streams While AMD Stays the Course

The Paragon Report Provides Equity Research on Intel Corporation and Advanced Micro Devices

NEW YORK, NY--(Marketwire - Sep 15, 2011) - The Paragon Report examines investing opportunities in the Semiconductor Industry and provides equity research on Intel Corporation (NASDAQ: INTC) and Advanced Micro Devices, Inc. (NYSE: AMD). Access to the full company reports can be found at:

Shares of companies focused on the manufacturing of chips used in various products including PCs and smartphones have fallen dramatically in recent months as weakened consumer confidence has affected chip demand. Earlier this month the Semiconductor Industry Association said that the three-month moving average of sales to the Americas fell 1.4 percent from the April-to-June period; sales to Europe fell 2.4 percent, and sales to Asia Pacific fell 0.4 percent. The lone upside in the report was that Japan saw an increase of 4.9 percent in the month of July.

Bruce Diesen, an analyst at Carnegie Group, argues that the PC chip market is probably affected due to high inventories at Acer and HP, while market for semiconductors used in low-end handsets and automotive were likely among the more robust sectors.

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With old revenue drivers such as PCs on the downswing, several chipmakers including Intel are moving to growth prospects such as tablets and smartphones. Intel is looking at aggressively promoting its "Ultrabook" at this year's Intel Developer Forum (IDF), which begins this week in San Francisco. According to IDG News Service, Intel is also planning to display ultrabooks and tablets running Windows 8 at both IDF and Microsoft's BUILD conference.

Advanced Micro Devices has chosen a different strategy than targeting new growth areas such as smartphones and tablets. One could argue that AMD is "staying the course" by continuing to focus on PCs and laptops, however the company's new additions to its desktop and laptop microprocessors are garnering attention. "From a supplier point of view, those are very different markets," said Nigel Dessau, chief marketing officer at Sunnyvale, Calif.-based AMD, in a recent interview. "We will focus on the ultra-thin laptops, but not the smartphones and tablets for now."

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