Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Intel: Color on Analyst Day (35.46)<ul><li>Mizuho notes INTC held its analyst day today. The co will focus more on Data Center and new growth markets such as ADAS, 5G and deep learning, while PC drives strong FCF. INTC sees a low single-digit topline CAGR, with strong FCF and dividends growing inline with EPS. They believe a stable PC market and strength in data center, with strong FCF and dividends, should remain a tailwind. INTC noting 64-L 3D-NAND is expected in 3Q17, a positive for partner <strong>MU</strong>. They also see positive for <strong>QCOM</strong>. INTC did not focus much on modems and mobile R&D is likely down 55% through 2021E. ALso positive on Not changing any estimates and maintaining their Buy rating.</li><li>Needham attended INTC's Analyst Day at its Santa Clara Campus. The presentation was upbeat and management walked through its 2016 highlights, reiterated its 2017 financial targets and provided an outlook on its shift from a PC centric company to one that powers the cloud and connected devices. INTC is focusing on the performance segment of CCG to counteract a continuing decline in PCs. Management reiterated its 2017 DCG revenue outlook, but noted segment OM will take a ~5% over the next several years. INTC remains a step ahead of the competition in memory and storage with its investments in 3D NAND and Optane technology. Its IoT unit is focused on high growth areas, including ADAS. Overall, they come away positive and reiterate our Buy rating and $43 price target.</li></ul></td> </tr></table>"