After the hopeful expectations anticipated by the U.S. Intel, has cleared the horizon even in the most like the experts at the moment.

No matter how much fighting between themselves Google and Microsoft, the technology sector is in fashion, and experts do not hesitate to recommend to investors.

Analysts are convinced that the recovery will live outside the business when the evil burbuja.com in the near future, and if a quarter only 10% of the profit was revised upwards, now the percentage has risen 40%. This development is partly due to the expectations we have about a possible exit from the crisis by the end of the year by the technology companies. Furthermore, among the 20 largest companies by capitalization of the sector, with half a recommendation to buy (Google, the more clear) by the consensus of the market, while only Ericsson still looks a poster sale.
Will benefit from the macro data

This confidence of the experts is partly because it is a sector where “the macroeconomic data have a great influence, so it is not surprising that if the economy continues the current trend, the industry will benefit” , says Silvia García-Castaño, investment manager of BNP Paribas. And is that being a sector of consumption, the fact that buyers and investors perceive an improvement in the economy and confidence in its future development would be a revival of the sector. Moreover, consider that this is one of the few sectors that have achieved some success in weathering the current crisis because it had a sound debt-free accounts.

These growth expectations for the technology sector have been strengthened especially with the increase of estimates conducted by Intel with regard to sector this year. The leader in the manufacture of semiconductors, although they have some negative results for the first time in 20 years, lost 283 million euros in the second quarter, forecasting a more clear scenario for global technology.

Intel’s microchips are used in a wide range of products ranging from cell phones to personal computers or PC. Therefore, a possible increase in sales of microchips would translate into an increase in demand for the manufacturing of PC, etc.. This would be a chain reaction that would impact on the sector.

It is therefore not surprising that last week, despite the bad data presented by Intel, the reaction has been positive, its shares rise 6.14% from the news. If we do not take into account the fine record that Intel has on their backs, the European Union and forced to pay 1.031 million euros for violating antitrust laws, the company experienced a 12% increase in income with respect to first quarter, which “reflects the improvement in market conditions for personal computers, with the greatest growth in the first quarter to second place since 1988,” said Paul Otelli, CEO of Intel.

However, semiconductor companies such as Intel and AMD are not among the first options to invest for the experts. “We tend to avoid them not because they are uninteresting, but this sector is very difficult to hit at the time to buy,” says Silvia García-Castaño.
Radiografía internal

But the sector is not immune to the crisis. According to the latest figures published this week by the provider of information technology sector IDC, PC sales in Europe continued to fall during the second quarter, but much less than expected-2.5 percent, thanks in part to the stimulus of demand for mini Netbooks. ”

Colloquially known as the cheap computers have made a niche little exploited so far, and a real lifesaver for the industry. “In the current economic conditions, Europe stands as the region affected in computer sales and where only the market for Netbooks have managed to maintain its strong demand, thus avoiding a further contraction in the sector,” says IDC’s report.

This active segment of the technology has not been a great help to software companies like Microsoft. The largest firm by capitalization of the industry presented their findings Thursday in the second quarter, which were marked by a drop in sales due to weak demand for PCs. Bill Gates’s company recorded a 17% fall in income, more than one billion below expectations. In turn, cut its net profit by 29% to 3.045 million dollars. The situation is not easy for the software giant, whose main strategies have failed to move the launch of the browser Bing, rival Google, has seen no progress, and in the field of video games, sell your XBOX console has fallen by 25 per cent are ever more away from the leaders in the industry (Nintendo).

Consequently, the reactions in the park were not expected and the company of Bill Gates cut its value in a bag nearly 9% in mid session after the news presented on Thursday at the close of the market. Even so, Microsoft stands as the fifth best company to do so within the Dow Jones to rise so far this year 21.76%, and recovers from its annual minimum in March this year, 56.17%.

Moreover, returns to threaten Google’s supremacy with its own Windows operating system called OS Chrome, which was announced this month and is expected to launch the second half of the year. Designed to allow users to carry out all types of jobs using a web browser, yet to know what would be its effects. Remember that when you left the Linux operating system, Microsoft remained the favorite among users. However, the situation has changed and that the past can not be repeated in the case of the giant Google. Will it be the end of Microsoft? It is not known. What is clear is that Google steps with strength and an increase in accumulated so far this year of 42.29%.

No related posts.