インテル、10-12月期の売り上げ見通しを下方修正
インテル、10-12月期の売り上げ見通しを下方修正2008-11-13 08:59 半導体最大手の米インテルは12日、10-12月期の売り上げ見通しを下方修正した。景気減速の影響でコンピューターの販売が急速に落ち込んでいることを示す最新の兆候となった。 同社が今回示した10-12月期の売り上げ見通しは「90億ドルの上下3億ドル」。これは前期比で約12%の減収にあたる。10月に示した見通しは101億-109億ドルで、これは前期比で約3%の増収だった。 インテルは売り上げ見通し下方修正の理由として、すべての地域および市場セグメントで需要が予想を大幅に下回っていることを挙げた。また、「パソコンのサプライチェーンが部品在庫を積極的に減らしている」という。 10-12月期の粗利益率見通しは、従来の「59%の上下数ポイント」から「55%の上下数ポイント」に引き下げた。売り上げの減少と、「予想より軟調な需要環境に関連するその他費用」を理由に挙げている。 インテルの広報担当者は、事業が「かなり急速に落ち込んでいる」と話した。採用凍結とその他の裁量支出の削減を指示しているが、人員削減の計画はない、とした。 インテルは当初、10-12月期見通しの中間アップデートを12月4日に発表する予定だったが、今回の発表がそれに取って代わるとした。10-12月期決算は1月15日に発表する予定。 業績見通しの下方修正はナスダックの取引終了後に発表された。インテル株の12日終値は前日比41セント(2.94%)安の13.52ドル。その後の時間外取引では一段安となっており、終値比6.95%安の12.58ドルで取引されている。 ----Intel Cuts $1 Billion From Sales Forecast Amid Slump By Ian King Nov. 12 (Bloomberg) -- Intel Corp., the largest computer- chip maker, lowered its fourth-quarter sales forecast by about $1 billion amid ``significantly weaker'' demand across its entire product line. The shares dropped 6.8 percent in late trading. Revenue will be $9 billion, plus or minus $300 million, and profit margins will be short of projections, Intel said today in a statement. The Santa Clara, California-based company originally predicted sales of between $10.1 billion and $10.9 billion. Intel, whose chips run more than three-quarters of the world's computers, said customers worldwide are ``aggressively'' chopping orders as they cope with falling sales. That signals that the U.S. economic slump, which Chief Executive Officer Paul Otellini already expects to be the worst of his lifetime, is spreading overseas. こんなにひどいとは思わなかった。とにかくショッキング。``I didn't think things were anywhere near this bad,'' said David Wu, an analyst at Global Crown Capital in San Francisco. ``There was a lot of noise about things getting worse, but it's still shockingly bad guidance.'' Worldwide technology spending will grow less than predicted next year, research firm IDC said today, as the industry faces its worst slump since the dot-com bust. Spending will rise 2.6 percent in 2009, down from an earlier estimate of 5.9 percent, the Framingham, Massachusetts-based research firm said. Growth in the U.S. will probably slow to 0.9 percent, less than a quarter the pace IDC forecast in August. Profit Margin 利益率のこと。Intel's fourth-quarter gross margin, the percentage of sales left after production costs, will total about 55 percent, ``plus or minus a couple of points.'' The chipmaker had earlier anticipated about 59 percent. The margin is the only measure of profit that Intel forecasts publicly. Intel fell 92 cents to $12.60 in late trading after the report. The stock, which has lost almost half its value this year, had dropped 41 cents to $13.52 in regular Nasdaq Stock Market trading. Analysts had anticipated fourth-quarter profit of 37 cents a share on revenue of $10.4 billion, according to a Bloomberg survey. Intel intends to report full results Jan. 15. The company cut its spending plans by $100 million, to $2.8 billion in the fourth quarter. Intel had previously planned to brief investors on sales trends on Dec. 4. It canceled that update today. (↑インテル設備投資カット)Job Cuts Intel's report came minutes after National Semiconductor Corp., the maker of chips for the five largest mobile-phone manufacturers, reduced its revenue forecast and announced plans to cut about 5 percent of workers. Applied Materials Inc., the biggest maker of chip-production machinery, reported a 45 percent drop in fourth-quarter profit and said it will cut 1,800 jobs. ``This will be an extended downturn, lasting a year or longer,'' Applied CEO Mike Splinter, a former Intel executive, said today. (この調整は長引きそう。1年か、いやさらにもっとかもしれん)Both Applied and National are located within three miles of Intel in California's Silicon Valley. Advanced Micro Devices Inc., Intel's only rival in the market for personal-computer processors, will hold a briefing for analysts tomorrow at its headquarters in nearby Sunnyvale. Last week, Otellini said unemployment will be worse in about a year, since job creation lags behind improvements in gross domestic product. That will weigh on consumer confidence, he said, hurting demand for computers and electronics. Technology companies typically get a bigger chunk of their annual sales in the fourth quarter, since their products are popular in the holiday shopping season. Intel's sales in the period grow an average of 8 percent from the third quarter, according to Global Crown Capital's Wu. The lower end of Intel's forecast range would be a 15 percent quarter-on-quarter decline. Microsoft Corp., the world's largest software maker, fell 42 cents, or 2.1 percent, to $19.88 in extending trading. Micron Technology Inc., the largest U.S. producer of computer memory, dropped 20 cents, or 6.5 percent, to $2.90, while AMD declined 3 cents to $2.54.