5 Intel Stock Analysts On Chipmaker's Q1 Results, Foundry Strategy, Investments

Intel's Investment Returns Will be Poor, RayJay Says: Intel offered a mixed first-quarter report, with the results reflecting strong PC sales and a sharp slowdown in data center, RayJay's Caso said.

The guidance envisages a slowdown in the client segment, but also anticipates a rebound in data center, the analyst said. 

With the company communicating that it is entering a two-to-three-year investment phase, cash flow is likely to be negatively impacted, he said.

Returns on this elevated investment will likely to be poor, Caso said. 

"Intel's process roadmap ensures they will remain well behind the industry through at least 2024 – we don't think elevated investment can close that gap, and don't think Intel can attract either foundry or CPU customers with lagging technology." 

INTC Price Action: At last check, Intel shares were sliding 5.77% to $58.96. 

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