Tech Hardware Supply Chain - Gazhoo

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Bhavin Shah (852) 2800-8538 bhavin.a.shah@jpmorgan.com 354 Intel Corp Company Description: Intel Corporation designs, manufactures, and sells computer components and related products. The company's major products include microprocessors, chipsets, embedded processors and microcontrollers, flash memory products, graphics products, network and communications products, systems management software, conferencing products, and digital imaging products. Country: United States Ticker: INTC Analyst: Christopher Danely Rating: Neutral Price (US$): 14.52 Market Cap (US$MM): 80,760 No. of Shares (MM): 5,562 Founded: 1968; Listed: 1971 Fiscal Year End: December Key Management: Paul S Otellini; Craig R Barrett; Stacy Jared Smith No. of Employees: 83,900 Business Alliances/Partnerships (US$ in millions) FY06 FY07 FY08 FY09E NA Revenues 35,382 38,334 37,586 28,600 Gross Profit 18,218 20,017 20,844 13,259 Operating Profit 5,969 8,319 8,954 2,776 Net Profit 4,710 7,019 5,292 1,647 Earnings per Share (US$) 0.8 1.2 0.92 0.30 Return on Equity (%) 15 21 2 8 Capital Spending (5,766) (5,000) (5,197) (5,000) Research & Development Expenses 6,111 5,760 5,722 5,384 Cash & Cash Equivalents 10,002 15,363 11,843 12,012 Gross Debt 2,028 2,122 1,988 1,988 Owners’ Equity 36,752 42,762 39,088 38,810 Book Value per Share (US$) 6.3 7.1 7.0 6.9 Geographical Mix (2008) NA Europe 19% Americas 20% Key Suppliers Japan 11% rest of Asia 51% Source: Company, J.P. Morgan estimates. Share price is as of 12 March 2009. Asia Pacific Equity Research 20 April 2009 Intel Corp Product Mix (2008) others 4% Mobility group 42% DEG 55% Key Customers OEMS and ODMS PC and network communications products users Others, including manufacturers of industrial and communication equipment COMPANY WEBSITE IC IDM
Bhavin Shah (852) 2800-8538 bhavin.a.shah@jpmorgan.com Company Description: Intersil Corporation Country: United States Intersil Corporation designs and manufactures high performance analog semiconductors. The company's Ticker: ISIL products are used in flat panel displays, optical storage, and power management applications. Analyst: Shawn Webster Rating: Neutral Price (US$): 12.05 Market Cap (US$MM): 1,466 No. of Shares (MM): 122 Founded: 1976; Listed: 2000 Fiscal Year End: December Key Management: Gary E Gist; Richard M Beyer; Louis Dinardo No. of Employees: 1,531 Business Alliances/Partnerships (US$ in millions) FY06 FY07 FY08 FY09E TSMC Revenues 741 757 770 458 Gross Profit 425 432 406 256 Operating Profit 161 165 138 (4) Net Profit 148 156 103 2 Earnings per Share (US$) 1.04 1.17 0.81 0.02 Return on Equity (%) 6.09 6.70 6.30 0.20 Capital Spending 30 18 32 10 Research & Development Expenses 126 134 144 148 Cash & Cash Equivalents 624 484 313 326 Gross Debt 0 0 0 0 Owners’ Equity 2,422 2,239 1,034 1,001 Book Value per Share (US$) 17.36 17.12 8.31 8.17 Geographical Mix (2008) NA United States 18% Key Suppliers International 82% Source: Company, J.P. Morgan estimates. Share price is as of 12 March 2009. Asia Pacific Equity Research 20 April 2009 Product Mix (2008) Intersil Corporation Semiconductors 100% Diversified Key Customers COMPANY WEBSITE IC IDM 355
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