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Intel

Intel is the world's largest semiconductor chip maker by revenue, and develops advanced integrated digital technology, primarily integrated circuits, and integrated hardware and software for computing platforms. Client Computing - notebooks, desktops, tablets, smartphones, wireless and wired connectivity products, and mobile communication components Data Center - platforms designed for the server, workstation, networking, and storage computing market segments. Internet of Things - platforms designed for embedded market segments including retail, transportation, industrial, and buildings and home. Programmable Solutions Group - formally Altera, produces programmable semiconductors (primarily field-programmable gate array) for clients in communications, networking and storage, industrial, military and automotive. (31 Aug 2018)

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VEON: Using Wind Tre Proceeds for Tender Offer

HY Note: 15 Nov 2018, 12:00 PM ET - VEON is using ~$2 bn of proceeds from the sale of its 50% stake in Wind-Tre for a tender offer for four tranches of $ bonds. VEON is also soliciting consents to amend certain covenants.

US IG Telco/Cable: Post-3Q18 Rel Val Update

Sector Analysis: 30 Oct 2018, 5:05 AM ET - We take a closer look at relative value across the key IG Telecom and Cable credits. Comcast, Charter, and Verizon reported a solid 3Q18 whereas AT&T fell short. Within AT&T’s business segments, WarnerMedia was the outperformer.
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INTC 3Q18: An Oasis Amid Semiconductor Turmoil

Earnings Note: 26 Oct 2018, 4:26 AM ET - Intel reported strong 3Q18 results and provided solid guidance. We maintain our Market perform recommendation on the credit.

US TMT: Digital Advertising-More Than FB and GOOG?

Sector Analysis: 23 Oct 2018, 5:05 AM ET - In this second part of a series on US advertising, we discuss the digital advertising market. 

US TMT: Semiconductors – Winter is Coming

Sector Analysis: 28 Sep 2018, 5:18 AM ET - In this note, we compare recent trends in the chip industry vs. historical levels, take a look back the prior 2015 / 2016 downturn, and discuss the potential for slowing growth in memory, data center compute, and broad-line components.

US TMT: Smartphones – The World is Flat

Sector Analysis: 05 Sep 2018, 5:46 AM ET - We examine the current state of the smartphone market, discuss demand trends in the US and emerging regions, and implications for industry participants across the supply chain.

Technology: Tariffs Recap

Sector Analysis: 06 Aug 2018, 11:26 PM ET - The tech sector has been largely unaffected by tariffs enacted to date, although could be caught in the crossfire as the US contemplates additional tariffs on imports from China. We include company commentaries from calendar 2Q18 calls. 

US IG TMT: A Look at Possible TrouBBBle Spots

Sector Analysis: 06 Aug 2018, 4:56 AM ET - We look at the change in the agency ratings make-up of IG TMT and potential BBB trouble spots, which have ramped-up leveraged late in the cycle.

US IG Telco/Cable: Post-Earnings Publishing Recap

Worth Watching: 30 Jul 2018, 12:22 PM ET - US IG Telco/Cable: The week of July 23 brought a heavy earnings schedule, including the three IG telco and cable mega-issuers, Verizon, AT&T, and Comcast. Please see the following earnings notes for a summary of each company's 2Q18 earnings: Veriz ..

US IG Telco/Cable: Relative Value Update

Sector Analysis: 27 Jul 2018, 1:18 PM ET - On the heels of early earnings reports, we provide a relative value update on AT&T, Verizon, Comcast, Time Warner, and Charter IG.
Focused

INTC 2Q18: Strong Results; 10 nm Pushed to 2H19

Earnings Note: 26 Jul 2018, 11:23 PM ET - Intel delivered strong 2Q results, but 10 nm volume shipments are now pushed out to late 2019. We maintain our M/P recommendation on the credit.

Satellite C-Band: Let the Waiting Game Begin (2/2)

Sector Analysis: 15 Jul 2018, 9:23 PM ET - The FCC voted 4-0 to approve the 3.7 to 4.2 GHz NPRM and order. Now, we wait for the comments and replies, with a final order expected between 1Q and 2Q19. We assess the potential benefits and revisit relative value of INTEL, SES, ETL.

Tech Primer: Storage – HDDs vs SSDs

Technology Primer: 13 Jul 2018, 4:59 AM ET - In this tech primer, we do a deep dive on HDDs and SSDs and discuss investment implications for Seagate and Western Digital.
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Spotlight on Intel: Does Chipzilla Still Reign?

Company Spotlight: 11 Jul 2018, 5:03 AM ET - We examine Intel's competitive position within both PC and data center, as well as whether the company's manufacturing edge is truly gone.

5G in Focus: Rome Was Not Wired in a Day

Sector Analysis: 27 Jun 2018, 11:57 PM ET - The noise around 5G builds daily. The next generation of network technology will open the door to new use cases, but the most transformative are still a long way off.
Focused

INTC: Raising Guidance; Krzanich Out

Worth Watching: 21 Jun 2018, 11:02 AM ET - INTC: On Thursday, Intel raised its 2Q18 revenue and EPS guidance by 4% and 16%, respectively. The company now expects to report revenue of ~$16.9 bn (up from $16.3 bn) and adjusted EPS of $0.99 bn (up from $0.85 mn). Intel's data center business ..

US, China & ZTE: Implications for TMT

Sector Analysis: 16 May 2018, 11:51 PM ET - Given recent tensions between the US and China, we discuss potential implications to sectors and companies within our TMT coverage universe. 
Focused

INTC 1Q18: Data Center Dominance

Earnings Note: 27 Apr 2018, 6:52 AM ET - Intel delivered stellar 1Q results. We maintain our M/P recommendation on the credit.

EUR IG TMT RV: Reverse Yankee Value

Euro TMT RV: 17 Apr 2018, 10:42 PM ET - An overview of the EUR IG TMT sector, comprising recommendation overview, performance update and relative value ideas. In this report, we cover the continued value we see in Reverse Yankee EUR telecom bonds.

USD Relative Value: Euro Telecoms

Sector Analysis: 15 Apr 2018, 11:05 PM ET - European telecom issuers have underperformed the USD telecoms index over the last 3 months. With better value on offer, we update our relative value views.

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