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Too bad he didn't try a video conference with SGI. A raised
middle finger would have been completely unambiguous.
LMAO - Thanks man! You made my day with that one.
Snow
Muzo, perhaps your bias got in the way and you didn't make it to the end of the article. On the Intel front, there is a lot of time for performance optimization with regards to Conroe and its platforms. It’s also worth noting that the 2.66GHz E6700 we previewed here is simply a high end mainstream part, it is not an Extreme Edition flavor of Conroe. At 2.8 or 3.0GHz, a Conroe EE would offer even stronger performance than what we’ve seen here.
So we're talking about a mainstream CPU against AMD's best overclocked!
Have you ever seen an IDF where so much incremental improvement in Intel's products have been demonstrated?
Nope, but I've only been investing in Intel for seven years. Alan probably has a better long term perspective.
Snow
Did I say surprise? :)
Snow
All,
Prepare for a nice surprise tomorrow or later this week. Hint: Conroe and Woodcrest benchmark comparison's with K8 at IDF. :)
Snow
OK, I think you guys have exhausted the conspiracy theory. I can't believe how much "creative interpretation" everyone is making over one PR article initiated from AMD. Come on, no one on this board or the AMD board know the facts. In fact, even AMD doesn't know the facts. So please give it a rest.
Snow
oh yes I know where I've heard it before in World of Warcraft
Speaking of WoW, it kind of feels like AMD is zerging Intel with negative PR. Doesn't have to be true or valid, just lots of it.
Snow
But Israel doesn't have mandatory military service for both men and women just because they think being a soldier is hip.
ROFL, good point. It was quite a culture shock to see 18 and 19 year old soldiers walking around the streets and malls with M16's and Uzi's.
Snow
Tenchu,
The concern was the location of Fab 28 which is in Kiryat-Gat. Yes, Haifa is near the northern border which is close to the Golan Heights and Syria. That is a concern, but the whole country of Israel is not a battle ground or war zone. I've been there and actually felt more secure than I do on city streets in the US.
Snow
Kiryat-Gat is not a war zone, it's deep inside Israel away from the borders where most of the conflict occurs. In fact, I've been to Kiryat-Gat and it's actually quite secluded from major populous areas like Tel Aviv etc.
Snow
AMD = RMBS
AMD's legal department is starting to look alot like RMBS.
http://yahoo.reuters.com/stocks/QuoteCompanyNewsArticle.aspx?storyID=urn:newsml:reuters.com:20060209...
http://yahoo.reuters.com/stocks/QuoteCompanyNewsArticle.aspx?storyID=urn:newsml:reuters.com:20060209...
http://www.thestreet.com/_yahoo/tech/semis/10267616.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA
As Intel investors, I think we need to get used to this. IMHO, I think AMD is beginning to protest too much and is beginning to taint their image. If INTC's stock price is an indicator today then it appears Wall Street isn't too concerned about this.
Snow
Beamer, nice fundamentals analysis. Thanks for posting.
Snow
20.75 .... Uhg... I don't know whether to cry or buy.
Snow
And hopefully the Conroe, Woodcrest, and Merom launches will indeed resemble the Northwood and Yonah launches rather than the infamous Willie and Prescott launches. With the analysts' constant negative spin on Intel, I really need a pick me up like Northwood was.
Snow
Just look how rapidly intel regained the techie mindshare with the introduction of Northwood with hyperthreading.
After looking at Intel's 2006 line up, I'm beginning to think Intel has another 'Northwood Opportunity.' The real question for me is how long can Intel sustain their advantage? We'll see.
Snow
Beamer, Agreed. I think this analyst has it backwards. AMD's product line up for 2006 is the same old K8 with some nominal improvements. Intel, on the other hand, already has a new mobile processor and has a brand new architecture launching in 2H06 with .65nm in full force by the end of the year. IMHO, Intel will be the one blazing ahead in 2007 while AMD struggles to develop their next gen architecture.
Oh, and by the way, another AMD/Dell rumor surfaced at Forbes.com. It sounds really strange. They say Dell will start using AMD's mobile products then server and desktop. I really doubt it. If Dell started using AMD products, I would bet money they would start with servers then desktops then mobile.
Snow
So where's their 65nm again?? LOL. Ok then have fun, with the laughing and your other antics.
Lauging aside, I've yet to see a response to the .65nm question from any of the droids. Where is AMD at with .65nm? Also, where is AMD at with .45nm? Please provide links not speculation.
Snow
Well, when your binsplits are no good, and demand for your parts is dropping, you do what you gotta do.
OR when you have new markets that demand lower prices and you have superior cost efficiencies that allow you to penetrate that market, you grow your business and please your customers instead of focusing on a pissing contest with your competitor.
Snow
AMD is only gaining revenue market share at a rate of 28% per quarter.
Where did you get that figure? I hope you're not confusing AMD's corporate revenue growth with total market revenue growth.
Snow
wbmw,
I actually came up with a different outcome.
1. I used revenue market share like you did
2. I only included INTC and AMD
3. With this information I came up with the following
Q4 Total Market = $8.363B
Q3 Total Market = $8.236B
INTC Q4 Market Share = 84.67% (7.329/8.363)
INTC Q3 Market Share = 88.23% (7.267/8.236)
AMD Q4 Market Share = 15.13% (1.307/8.363)
AMD Q3 Market Share = 11.76% (.969/8.236)
Either way you cut it, (88.23-84.67 = 3.36) or (15.13-11.76 = 3.36) AMD only gained 3.36% revenue market share not over 4%. Considering the 6% ASP impact, think unit market share grew less than 3%. I guess I'm splitting hairs at this point, but this is a long ways away from the 20% they had four years ago.
Snow
The silver lining....
Many have been talking about INTC's lower cost production adavantage. Now we have proof. In Q4'04 COGS was $4.221M on $9.598M in Revenue, in Q4'05 COGS dropped to $3.901M on $10.201M in Revenue. This is amazing, $600M more in revenue with declining ASP's and COGS is still $300M less YoY. Nice!
Snow
Hi Tecate!
Intel's 65nm process - in simple terms
http://www.intel.com/technology/silicon/65nm_technology.htm
Snow
This is just nonsense. Of course Intel converts old fabs to a new process for CPUs. Think about what you are saying. There is a new process every two years and multiple fabs run that process.
Yep, Fab 12C was originally Fab 12 which was a 200MM .18um Fab that was converted to 300MM 65nm.
Snow
No growth Dan? Right!
http://www.forbes.com/lists/2006/88/XWHB.html?partner=yahootix&id=XWHB_INTC
Sales grew 14.6%
EPS grew 15.9%
Snow
" ...If, however, last week's Supercomputing show is an indication of things to come"
It's not. It's a shapshot of one trade show at a given point in time. Supercomputing is much more strategic than this and Intel isn't standing still. Granted, they have a ways to go.
Snow
Looks like Intel is starting to do a pretty good job of keeping their secrets secret. First the Apple CPU deal threw me for a loop and now a joint venture into NAND Flash. Hmmm... keep the surprises coming! I like it!
Snow
I think you're right Kate. I don't think the inq is fully aware of Intel's multi-core initiatives. Besides, I'd love to see AMD use up all their new 300mm capacity with quad core server chips.
Snow
And I hope you don't short Intel stock based on a Digitimes article.
Snow