an-intel-bull,-bear-on-new-tiger-lake-processors:-'impressive'-or-poorly-timed?

An Intel Bull, Bear On New Tiger Lake Processors: 'Impressive' Or Poorly Timed?

INTC) launched its 11th-generation Tiger Lake mobile processor Wednesday, advertising it as the best CPU for laptops.” data-reactid=”19″ type=”text”>Intel Corporation (NASDAQ: INTC) launched its 11th-generation Tiger Lake mobile processor Wednesday, advertising it as the best CPU for laptops.

Rosenblatt Securities analyst Hans Mosesmann maintained a Sell rating with a $45 price target.

Fundamental architectural improvements enable “incredibly” high performance at low power, which is ideal for thin and light laptops, he said.

The integrated graphics suggest reasonably good gaming performance can now be achieved with thin and light notebooks, and not just on gaming laptops or desktop PCs, Twigg said. 

These likely position the company to regain some share in laptops, the analyst said. Intel now has about an 80% share in the market for laptop processors, he said. 

Intel also announced the Evo platform for ultralight laptops. The platform will consist of 11th-generation Intel Core, with impressive specifications, Twigg said.

product missteps, Intel continues to crank out impressive products and is well positioned for a likely decade-long expansion in compute markets, the analyst said.” data-reactid=”31″ type=”text”>Despite product missteps, Intel continues to crank out impressive products and is well positioned for a likely decade-long expansion in compute markets, the analyst said.

Pete Najarian Sees Unusual Options Activity In Intel And Starbucks ” data-reactid=”32″ type=”text”>See also: Pete Najarian Sees Unusual Options Activity In Intel And Starbucks

The use of new Xe graphics is another strong attribute of the Tiger Lake processors, the analyst said. 

The number of Tiger Lake designs Intel is working on is 150-plus, he said, adding that the number is modest for a player holding over 80% of the market.

Many of the designs may not launch until next year, Mosesmann said. 

A fall launch for a mobile platform is suboptimal or odd given that notebook OEMs/ODMs historically are spring-focused, the analyst said. Most of the Tiger Lake adoption is a spring 2021 event, he said. 

Related Link: BofA Cuts Intel Target On Uncertain Roadmap ” data-reactid=”39″ type=”text”>Related Link: BofA Cuts Intel Target On Uncertain Roadmap

Latest Ratings for INTC

Date Firm Action From To
Jul 2020 BMO Capital Maintains Market Perform
Jul 2020 Morgan Stanley Maintains Equal-Weight
Jul 2020 Credit Suisse Maintains Outperform

View the Latest Analyst Ratings” data-reactid=”44″ type=”text”>View More Analyst Ratings for INTC

View the Latest Analyst Ratings

  • New US Restrictions On Huawei Could Be ‘Gift’ For Qualcomm, Analyst Says In Upgrade
  • Nvidia Q2 Roundup: Analysts See ‘Only Perpetual Growth Story In Semis,’ Premium Valuation
  • How AMD Can Hit This Analyst’s Bull-Case Price Target Of 5
  • Post navigation

    Leave a Comment

    Your email address will not be published. Required fields are marked *

    Scroll to Top