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wbmw
I suggest you work out the numbers for yourself, and you will soon see how foolish your "high Core 2 costs" theory is.
Sure. See closing remark here: http://www.investorshub.com/boards/read_msg.asp?message_id=15914883
Klaus's theory is that Core 2 is much more expensive for Intel to manufacture, and that it has low yields.
Very simplified, but in a nutshell, yes.
It's how he explains their inability to ramp the product overnight.
No. Core2-ramp is as fast as Netburst-ramp. Ramp is used in terms of wafers processed.
K.
Tenchu
Monocausal reasoning rarely gives a good picture. See http://www.investorshub.com/boards/read_msg.asp?message_id=15914582
K.
Chipguy
Intel's GMs last year were still above average by historical standards despite the dsiruptive effect of a sudden and dramatic transition between a mediocre product line and a superb product line. Given the poor competitive landscape I expect Intel GMs to make gains this year to historically high levels
Well. Not sure if Intels PR already said so. If not, they probably should. :)
As for up or down, I suggest to use Andy's numbers for the Q and the outook due in a fourtnight as a checkpoint.
K.
wbmw
Are you willing to make any predictions?
I'd think my remarks to Chipguy's post are predictive per se. For the flipside, see my post to Duke pls.
By your logic, Intel's GMs will be sharply lower this quarter due to the Core 2 ramp.
Sharply is an overinterpretation. Lower, yes. And not only due to the Core-2 ramp, but from Netburst-pricing you mentioned as well.
K.
Duke
The problem with you is that you filter every fact through your personal bias for AMD, despite your posturing and pretense at objectivity.
Maybe. We are all biased. However, if it would have been a topic of Chipguy's post I would have added it affects AMD's GM as well. So the right hand moves Paul promised back in 05 will hurt Intels GM and AMDs.
Intel will stay profitable. Not sure AMD will.
But this was not the topic of Chipguy's post.
K.
chipguy
Hopefully 2007 will see INTC reaping well deserved gains that were sowed last year.
I am sure it will, in terms of competitiveness. However the species Intel has sowed are much harder to cultivate than Netburst.
Nevertheless as an INTC investor I'm quite pleased how Intel has turned around the situation from the Prescott cul-de-sac of a few years ago.
It comes at a price. You already saw the beginning of what it does to Intels GM.
K.
Elmer
I believe your point is a semantic misunderstanding of evidence. Suggest to look up the legal definition of the term, that should clear it up.
K.
Tenchu
The trend towards integration is all meant to stay ahead of commoditization. That's why AMD merged with ATI. It's not about additional profits or growth, but rather about survival.
Good to see I am not alone with this take.
Otoh, I have a distinct smell there is more synergies than currently visible in the merger. From the analyst presentations i am not even sure the potential is fully discovered inside the company yet. Might take some time, but could become a sexy story.
Happy New Year everybody.
Klaus
Kate
have you heard/read anything about that either?
Nothing specific wrt ligitations. Casual remarks along the lines happy with Japan, not happy with Europe so far. I never asked into when talking. Keep in mind I did not follow for a year or so. You might have read a lot more published opinions.
K.
Katie
Tis the time of the year for gift wrapped presents... :)
http://tinyurl.com/yjjz74
K.
Ronster
Hope you are right - it would be good for AMD.
Now let's see how smart Intels board is.
K.
Duke
I am not sure what you are directly saying but your allusions are wrong
Priceless, mate. :)))
K.
Duke
...some Pyhrric (like that word?) victory.
Yes I like this concept. Actually it first crossed my mind when learning about the discovery motion - because it means the case will not likely go to trial in this decade. But after second thoughts I see it as a subtle measure of the court to put pressure on Intel to settle the case. You know if Intels partners around the globe must take the distinct possibility into account their correspondance with Intel could be evidence in this ligitation they will be more reluctant doing anything which smells like what AMD claims. People just behave so, imo.
K.
wbmw
In that case, more is needed in your quote, to change it from being satire into being wisdom.
Satire is a way to transport wisdom. But i agree in so far I would not know a way to transport even the part of the part of wisdom I believe to have in one quote.
It is necessary to err today if you aim to have insight tomorrow.
Not sure. Wouldn't this insinuate intentional errors would help?
Btw, here is a videocast of an Interview with Craig. Light entertainment.
http://uk.theinquirer.net/clickthru.aspx?id=2180
K.
chipguy
I guess it isn't SOX compliant.
Probably not. However, I can easily live with this particular system-deficiency. ;)
K.
Chipguy
You even editted it out of the very
post that I commented on. Such revisionism reminds of the
old Soviet union's airbrushing the faces of folks who fall
out of favour from official photographs. Oh well.
It's ihub's system: Whenever you change sig, the new one appears on every post you ever made. Your post is q.e.d. of my last sig and indicates it is more appropriate for this forum. I revert back to it.
K.
See:
spaark
How about: no signature at all?
Yes. Why not? An excellent fit for meaningless posts. :)
K.
p.s: Btw I don't like the changes I have made to mine.
It sounds like a platitude now.
Duke
It HAS to be decided in a court of law, verus it will never go to cour, e.g.
K.
Lol. Certainly. And whenever someone feels insulted someone has to carry a cross to Golgatha. Has ever been so. You are one of them, among fourteen or so, currently. Jesus did that with pride. That's why i mentioned a ban at SI could easily be considered as a mark of merit. :)
K.
Elmer, wmbw
Considered your suggestions wrt sig. Pls let me know where you think it is still rough around the edges. Tia.
K.
wbmw
Many thanks. I like insights. I don't like mistakes.
Errare humanum est is underlying for what i am trying to get at.
Erring is not a mistake, but a necessity to advance. In terms of trial and error, humbly said.
K.
p.s. I am happy i do not have to fear to get banned for OT. :))
Elmer
What is true today may not be true tomorrow.
Hmm. This would make a good sig, admittedly - although it is in a completely different dimension as the message I was trying to transport.
Just seen wmbw's suggestion. Closer to what I am trying to get at.
K.
Duke
Certainly:
http://www.investorshub.com/boards/read_msg.asp?message_id=15861675
K.
Elmer
Your signature seems to have lost something in the translation.
Sure. You always lose something when you translate something. It would get better with your feedback, I guess.
How about: Today's findings are likely tomorrow's errors?
Let me know pls.
K.
Duke
Couldn't be because I told kpj that he didn't know anything about the law of the AMD v. Intel suit.
I believe this was here. No bans here. For good. I did not feel insulted at all by your opinion I don't know anything about law. Not that I agreed with it, i just took notice. I've seen you changed your stance in a later posting. Good to see you are able to. Very healthy. Healthy people can easily deal with each others. Different opinions? Sure. Live would be boring without different opinions. Strong words? Appreciated. Saves me time to find out where you stand.
Wrt the other plaice, this episode will go over. Let it go, sit it out. Let nature work and don't waste ressources. Lessons to learn for everybody. Learning takes time. Give it time. Some will not learn this time, but maybe next time. Some are unable to learn at all. That's just as it is. Nothing you can do about it. Such is life.
K.
Katy
This is different and Intel gives stuff away also. Heck all we heard for years was Intel was giving Itanium away.
Sure, my pretty. What would you do with silicon nobody buys?
Again, my apologies. Another one i just could not resist. :)
K.
imho
Intel Prescribes PCs For Health Care Field
Seeing growth and a hot market in health care, the No. 1 chipmaker plans to actually manufacture and sell personal computers geared to the home health care market to compensate for the healthy population's trend to buy PCs based on its competitor's chips.
My apologies. For anyone who lived on Old Blighty long enough to adopt its humour, this one is impossible to resist.
K.
Katie
AMD always gives something away just when you show up on invitation. A notebook-bag, a memory-stick, a portable CD-player, such things, usually - even if they hate you for asking nasty questions and commenting cheekly to the point the answers to face-to-face questions usually start with "I should not talk to you at all, but..." :) Then they talk.
Intel is different.
K.
Duke
Intel made a motion for non-suit and 2/3rds of AMD's case was thrown out.
I did not follow the case for a year. So there is a good possibility I missed this. Could you pls point me to it?
I do know one thing. This case will never see the inside of a court room and Intel WILL NEVER SETTLE.
Not impossible. It is certainly an option for Intel to play it so. However that is not Intels usual attitude. It settled other cases. Intergraph comes to mind.
K.
Elmer
I see the sig creates confusion. The emotional brain (referred to as limbic system, or in a populistic imagination as the right half of the brain) is only a part of the brain. I believe I have other parts working as well, dealing with what we call facts.
I am going to change it, but I am not sure the next one will be less confusing. :)
Edit: Done.
K.
Kate
U.S. law allows to countersue. You can bet your pretty Intel would have used this instrument if it did not find any substance in AMDs claims.
K.
Elmer
Not sure we talk about the same lawsuit then. I might have missed somebody accused Hector personally of a wrongdoing? If so, apologies, and could you kindly link to what to talk about please? TIA.
K.
Elmer
There seems to be confusion in many respects: First, it is not a criminal law case, but civil law. Second, Hector is not personally involved. Third, it is not Intel versus Hector, but AMD versus Intel. AMD is the plaintiff and Intel is the defendant in this case.
Hope that helps.
K.
Ronster,
Sure. We are all biased. And flawed as well, more or less.
So what you say is true - and a truism as well.
K.
Elmer
Everyone has the right to be wrong.
This is the only right I claim for me. The rest is in best hands of an U.S. court. From what i see i am very confident it will do what needs to be done.
K.
Elmer
Well, then. Let the court decide who is wrong and who is right. And let this ligitation last long. Very long. The longer, the better for AMD. Gonna be entertaining. Fine with me. So be it.
K.
Ronster,
I offered a quote of Dostojewski today on SI, so I believe it's fair enough to quote Nietzsche on ihub:
Three metamorphoses of the spirit do I designate to you: how the spirit becometh a camel, the camel a lion, and the lion at last a child.
Excerpt from THE THREE METAMORPHOSES in Friedrich Nietzsches "Thus spake Zarathustra" in the translation of Thomas Common.
Insofar, I take your post as a compliment. Thank you.
K.
Elmer
Both answers, the one given to you and the one given to Kate, were of puristic pragmatism. If only because whenever morality is involved sematically, things usually go awry.
Irrelevant who is right or wrong, good or bad, I believe this is the way it should be done in the best interest of both parties.
But nevertheless , sure I am biased. Everybody is.
K.
Elmer
I'd never given you such an answer if you came up with: "Keep it going on and on and on". The one for you is: I've always seen Intel going for the gusto to make as much money as possible. From Intels stance, shelling out a billion or two is just peanuts compared to the cost of hindrances in its business for years - and still being in danger of a ruling against it. Craig and the other big boys will probably come to a similar consent. It might take time, though.
K.
p.s: It was hard for me to stay away from politics in this respect. Consider it pragmatism I did..)
Kate
I think Intel will go for the gusto :) and keep it going on and on and on.
My pretty, why not look at it like taking away a toy from the big boy and give it to the small one who claims the big boy has taken it away from him while you didn't watch? :)
K.