Williams Financial Coverage of Computex Trade Show
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Price: $184.18 +0.53%
Rating Summary:
0 Buy, 0 Hold, 0 Sell
Rating Trend: = Flat
Today's Overall Ratings:
Up: 5 | Down: 11 | New: 26
Rating Summary:
0 Buy, 0 Hold, 0 Sell
Rating Trend: = Flat
Today's Overall Ratings:
Up: 5 | Down: 11 | New: 26
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Technology stocks and the ETF, (NYSE: XLK), could move today as investors focus on one of the industry's largest trade shows, Computex, taking place in Taipei.
According to technology analysts at Williams Financial, a key theme highlighted during the show is Intel's (NASDAQ: INTC) Ultrabook – billed as an evolution in laptops. At $1000, the average price point is relatively high and unlikely to come down near-term due to cost associated with the new touch screen.
"Intel is pushing for reduced costs and for the ecosystem to drive innovative ways to bring prices down, however with touch screens about to be added to the platform specification, we expect strict Ultrabook prices to remain above mainstream for the near-term," stated analysts.
As a result, Advanced Micro Devices, Inc (NYSE: AMD) will gain share over the next several quarters, since they will allow manufactures more competitive pricing solution, while maintaining many of the Ultabook features.
Another topic covered was next-generation WiFi 802.11ac and related products. Main competitors in this area are Broadcom (NASDAQ: BRCM) vs. Qualcomm (NASDAQ: QCOM). Broadcom appears to have an early lead, according to Williams.
Microsoft's (NASDAQ: MSFT) new Windows 8 platform also drew attention, particularly the idea of running windows on tablets and notebooks based on ARM cores from Nvidia (NASDAQ: NVDA) and Qualcomm. This could be a compelling combo if the market takes a shine to the products, but it is probably too early to pull the trigger.
According to technology analysts at Williams Financial, a key theme highlighted during the show is Intel's (NASDAQ: INTC) Ultrabook – billed as an evolution in laptops. At $1000, the average price point is relatively high and unlikely to come down near-term due to cost associated with the new touch screen.
"Intel is pushing for reduced costs and for the ecosystem to drive innovative ways to bring prices down, however with touch screens about to be added to the platform specification, we expect strict Ultrabook prices to remain above mainstream for the near-term," stated analysts.
As a result, Advanced Micro Devices, Inc (NYSE: AMD) will gain share over the next several quarters, since they will allow manufactures more competitive pricing solution, while maintaining many of the Ultabook features.
Another topic covered was next-generation WiFi 802.11ac and related products. Main competitors in this area are Broadcom (NASDAQ: BRCM) vs. Qualcomm (NASDAQ: QCOM). Broadcom appears to have an early lead, according to Williams.
Microsoft's (NASDAQ: MSFT) new Windows 8 platform also drew attention, particularly the idea of running windows on tablets and notebooks based on ARM cores from Nvidia (NASDAQ: NVDA) and Qualcomm. This could be a compelling combo if the market takes a shine to the products, but it is probably too early to pull the trigger.
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