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I have already stated my position. If you still have an issue, report it as TOS, and take it up with Matt. End of discussion.
Nope, Sorry
Semi, if you could note the message to which this is a reply... I would think this is an example of the sort of thing that you would find unacceptable on this board. If I could PM I would. Please delete this message as well.
Yuri/conductor
In reading the TOS, I think that Personal attacks refer to people, as in other members of iHub, not companies. As I read it, suggesting a linking of a companies philosphy, with a past or present social/political philosphy, through their monetary desigination, is IMO, fair game. Sorry.
However, on the outside chance that you may be a German National, and are offended in that context, please feel free to report the message as a TOS violation, if you feel that it is necessary to do so. The link is located at the bottom of the posting. I suggest adding a note, explaining the issue, and either Matt or one of his helpers will review your request. Thanks.
BTW, Nice Try
BTW....
I thought I worded my "reply to none" request nicely, I didn't remove any of the posts, and I also PM'd the people involved with my point of view, instead of publicly trying to embarassing them. But just an FYI, I intend to moderate this board as I see fit, in accordance with the TOS guidelines, and the Moderators handbook, and just in case "anyone" here was thinking they were going to get some sort of free ride because I happen to favor intel, then they better think again. If ANYONE has a problem with that, then they can complain directly to Matt, or follow Elmer out the door.
Now, let's get back to the Board Topic...... Intel?
Thank You
Semi
Well I don't agree with you at all.
It was nice talking to you folks but it's obvious this just isn't going to work out. If there are any adults here who wish to converse as adults with adults then you might consider SI. They allow a free account with 3 posts a day or a lifetime membership available through the end of this month.
Bye
Well, in that case, all I can say is that if the type of posts that a similar "Elmer" is currently making on SI AMD thread, is the type of "adult conversation" that is favored by that person, then maybe it is better for them to return there, and wallow in the muck, because frankly that type of "adult conversation" bores me, and would be unacceptable on this stock investment board, IAW the iHUB TOS Guidelines as I understand them
Good Luck
Look.....
I'm trying to have a light hand at this moderating thing, but according to the Moderators Handbook Guidelines, and also In My Opinion, several of the posts, in the last 50 could have been removed for personal attacks..... on both sides of the discussion. And there is no doubt in my mind that NONE OF THEM would have been restored by Matt. Please let's try and be more careful when using the word "YOU", and stick to the message, not the person. OK?
Hat tip to you, Semi. You called it from the beginning.
I hope you're wrong that they won't still make 14 cents, but I'm not hopeful.
We have a saying in and around my group, "The data doesn't lie", and the less charitable, may add the words "only people do".
Don't get me wrong, I am very aware that AMD has strong product offererings, and I am also aware that intel has FU the last few products, but I believe the biggest thing Hector is doing wrong, is pissing on intel..... ala Jerry. Maybe I just have a "different perspective", but all that trash talking results in, from what I've "seen", is making your opponent more determined to kick your arse.
I think speculation that morale wasn't all that good recently was probably correct. That is, until Hector started opening his big mouth. Unintentionally, his public comments about intel in the past month or so, seem to (IMO) have only served to rally the opponent troops. Throwing gasoline on a fire, just isn't a smart thing to do. Unless you WANT to get burned, that is.
That being said and gotten off my chest (whew, notice the determination?), I wouldn't be surprised at $0.09 or $0.10, but I wouldn't hold my breath for $0.14. You might suffocate
BTW, thanks for the "admission" post. That Was Real Class. It's funny though, that I notice I don't happen to see any "Bankers" around anywhere, do I
The big problem I have is the AMD management. They are warning one week after the AMD quarter has closed. This is not a warning, but more of a post fact notification. It says AMD management has zero forecast ability, even a few weeks into the future ! No one else appears to have this problem !
If it walks like a duck, and talks like a duck, and acts JUST LIKE all the other ducks, then don't believe it, when it tries to tell you it's a swan. Oh.... And I think Hector RuiN knew all right, how could he not? Is he, and/or his CFO incompetant? He was looking at the same reports coming out of other semiconductor companies that I was posting, and no doubt the last time he shot his snotty mouth off about intel's lowering forcast, he had the same sales numbers he has now, or close to it. No..... he just chose to say something different. Now, remind me, What's the word for that? Oh yeah..........
LIAR
Maybe next time Hector RuiN won't be so quick to let his ego get in the way of his business judgement. That was Jerry's downfall.
Although third quarter sales are anticipated to be lower than projected due to softness in our profitable Flash memory business.......
Ya know what? For personal reasons, I'm feeling in a very charitable mood, so although "I told you so" comes easily to mind, I don't think I'll rub any noses in it.
Well. Maybe AMD paid them to do so ;)
However..
@SemiconEng:
Unfortunately I can't disclose, how many INTC shares I received for writing this post ;)
Ha!..... Cumon, you know my "reporter on the street" type posts are funny, you can admit it. Anyway, don't try to sweet talk me now.... It won't work. OKOK, it does
Besides, we all know that Hector RuiN would NEVER lie, and say things are fine, when they're not, or manipulate test results to make things look better then they are, or do any other sort of devious, underhanded, sneaky, slimey, things like that, right?
GAG, COUGH, CHOKE, WHEEZE, HACKHACKHACK PATOOIE.......
WHEW! That was close, that one nearly did me in
Growth Steady, Buyers Ready
http://yahoo.smartmoney.com/bn/index.cfm?story=20041001085359&afl=yahoo
IMPROVED ECONOMIC DATA and the advent of the traditionally strong fourth quarter inspired a global stock rally Friday, with Wall Street following Europe's bullish lead.
In other words the 64 bit version is *still* *slower* then
the 32 bit version.
Yes, but the more important issue in my mind is, will improvements continue with updated versions and patches, at what rate, and at what point (if any) will the improvements begin to plateau before another operating system update is needed?
Hey! I think I've seen you in an Intel commercial years
ago. Do you wear a sparkly silver or gold bunny suit?
I'll never tell. I can say though....... My Bunny Suit seems to be missing. Where, Oh Where Can It Be?
http://www.theregister.co.uk/2000/01/10/win_a_genuine_fullsize_intel/
" We have monitored UT2004 patches for 64 bit improvements and have noticed performance improvements in 64 bit as drivers and patches have come, but have concluded that there is still not 32 bit and 64 bit parity. Graphical improvements have not been seen. Stay tuned for more details as we investigate."
http://www.amdzone.com/modules.php?
Hi, this is your trusty Dusty Reporter SemiconEng, we're here on the street, to get the AMD Fans point of view on this whole situation..... "So Sir, what do you think of these reports on AMDZone"?
Fan: Well "obviously" intel has paid off Chris Tom and AMDZone to say that..... No wait, wait, I mean...... they paid Ed Stroglio.... No wait, wait, I mean, they Paid off Tom's Hardware giude, no wait, I mean Anand was paid.... No wait wait, I mean the motherboard makers were strong armed... No wait, I mean, no......
KABOOM!
The sound you just heard was an AMD fantasy blowing up in a Fans face. This is SemiconEng, signing off.... Now, back to reality
Micron Posts Back-to-Back Profitable Quarters
http://www.reed-electronics.com/semiconductor/article/CA457269?spacedesc=news
DRAM maker Micron Technology Inc. reported Wednesday that Q4 net income came in at $94 million, or 14 cents per share, up from the net loss posted in the year ago period.
In the prior quarter Micron posted net income of $90 million; fiscal Q4 marked the first time in some three years that the company posted back-to-back profitable quarters. The company nevertheless fell short of Wall Street's expectations of 20 cents per share for the September quarter; the company suggested analysts might not have taken into account a drop in prices during the quarter.
Why Is AMD Where It Is?
http://www.overclockers.com/articles1112/
Why does Intel continue to retain 80% or more marketshare no matter how good AMD's products are or how badly Intel is doing? We explain.
Micron misses quarterly targets, ups capital spending
http://www.eet.com/semi/news/showArticle.jhtml?articleId=48800239&kc=2515
SAN JOSE, Calif. — Amid a plan to boost its capital spending, Micron Technology Inc. missed Wall Street's expectations for the quarter due to slumping memory prices.
The memory supplier posted sales of $1.189 billion for its fourth fiscal quarter, compared to $1.116 billion in the previous quarter and $885.5 million a year ago.
The company missed Wall Street's expectations despite the positive numbers. It was supposed to earn $0.20 a share on sales of $1.23 billion, according to Thomson First Call.
Recalling Intel's Early "Nightmares"
http://yahoo.businessweek.com/bwdaily/dnflash/sep2004/nf20040929_2609_db083.htm
Chairman Andy Grove talks about the outfit's journey from shaky startup to chipmaking titan, and the spirit at the heart of innovation
No but he drives a scooter and listens to Quadrophenia
every night. {=-)
Vespa's are cooooooool
Thanks
Modding? I was not aware you were a fan of the late '60s, early '70s. Do you still have any bell bottom pants
http://www.chezgrae.com/modsquad/
Ah yes, that brings back memories. Link, Julie, and Pete, Also known as...... The Mod Squad. I know (knew) them well.
Not to mention I still have my White Polyester Leisure Suit.
I.... I.... I.... I.... Stayin Alive, Staying Alive,
I.... I.... I.... I.... Stayin Aliiiiiiiiiiiiiiiiiiiiiive
Semi if you have start with these four facts:
1) Intel is warning
2) 15 other Semiconductor companies are warning
3) PC Industry is booming based on revisions to June estimates (IDC)
4) AMD is not warning
And you apply principles of Occam's Razor, what conclusion do you come up with?
I guess we will wait and see -- its not too far off.
I prefer to apply "Principles Of Intuitive Logic". If it walks like a duck, talks like a duck, and acts like a duck, it's probably a duck. Most likely, it will also swim like a duck, even if it (and others) claim that it's different then the 15 other ducks, in the same flock. You're right about one thing, we'll soon see if the duck is fooling itself...... and others.
Hmmm.
Now that there's been a refreshing change I just might post here again...
Hey Elmer, welcome back (at ya). Sorry, I can't post "At that other site" anymore. Must have been a 1 time "allowance"
Semi:
Psssst...need to get the HT logo in that logo:)
Shoot, I know, I just can't find one posted on the web, in a small enough size. The way it works, is I have to use the chart linking option, and link to a posted pic. I searched the Yahoo pics, and this was the closest. If anybody has a link to a more suitable pic, lemmie know, and I'll try it
You'll need to change the thread header.
*** I thought I did.... didn't you see my cool reorganization of the header? Stuck my little intel P4 symbol in there and everything Do you, and/or does everybody, still see the old one?
Plus I hope you don't resort to censoring "geniuses" like fictionnotfacs. Posts like this are priceless: #msg-3558734
Tenchu
*** Can't, even if I wanted to. Besides that not being fair, Matt reviews all deletions, and will restore a post if in his mind it's not a TOS violation. Too many of those "restores" would probably alert Matt that something is wrong with the Moderator, eh?
Semi, I don't understand why you are taking any measure of comfort, however slim, in the malaise of other tech companies. There are two problems:
1) It's worse news for INTC if its depressed stock price is due to a general tech slowdown instead of its own execution problems or product portfolio. At least in the latter case, the problems are all under Intel's control.
*** Who says I'm taking any measure of comfort? Baby, lemmie tell ya, I'm not comfortable with losses at all, but that doesn't mean that I stick my head in the sand and ignore the obvious either. I just don't think it is a good idea to ignore indicators, just because it may be worse for some companies, rather then others, or because some people just don't like what the indicators are showing.
2) For AMD, the difference between missing and beating expectations is very small. Plus most everyone in Wall Street is expecting AMD to miss, so if they do, that's not a big deal (barring any possibility of bankruptcy, which I don't think is likely).
*** I think that Wall Street will have an issue with Hector saying things are fine, if they're not. It's the credability factor. On the other hand, if it is being suggested that Wall Street is "Expecting AMD to miss", at the same time while Hector is saying everything is fine, then that doesn't say much for Hector's credability already, now does it. That seems like a negative to me.
Personally, I don't expect AMD to miss this quarter, given how Intel is practically holding the door wide open for AMD in major market segments. And if that's the case, I'd hate to see the "geniuses" like fictionnotfacs returning.
Tenchu
*** Then feel free to join that group of people that believes everything is fine at AMD, while "Lowered Guidance" seems to be the message everywhere else in the industry. We'll see who's right soon enough. And as far as FNF coming back with those types of postings, finally something we agree on. I don't believe those same kinds of posts will happen again. You did notice that I'm "modding" the board now, right?
Since what readers infer from your post and what you "mean" are not readily apparent, perhaps you could let us know if you think AMD's fortunes are more closely tied to the PC business or the semiconductor industry in general.
*** Seems we have a difference of opinion. Fine with me. I guess we'll see soon enough who is right.
are just be thrown out there to be argumentative
*** I do't think it's argumentative at all. But if that's your opinion, that's fine. I see it as stating the data that I see. In any case, I just finished reading the Moderators guide, and there is no TOS violation labeled "argumentative", or "I_banker decides it's argumentative", so I guess it's allowed. Sorry.
Edit: Oh and just to be clear, you supposition was that AMD's quarter is going to suck. You didn't say that in so many words, but it is clear nevertheless.
*** I'm sure it is "clear" to those that favor AMD. But IMO, that's the AMD bias showing through. I never said "suck", that"s someone else's exageration, so please don't put words in my mouth. It's just that when 16 people (or companies) tell me one thing, and 1 person (or company) says something else, I tend to base my investments on the 16, not the 1. Like I said, I guess we'll see soon enough who is right.
Semi,
Perhaps you can comment on how your supposition and this report (not to mention Dell's & HP's statement on the quarter) can be reconciled.
How? Because First; that report either talks about "Strong" Q2 or Yearly, I don't see anything in that report on Q3, which is what I've been talking about. Second; IDC is reporting on "shipments of PC's" not "Semiconductors". Also, Dell and HP make Computers, they don't make semiconductors as their primary product. And btw, it's not "my supposition", it's data reported by the individual companies.
That's how my previous postings of 16 Semiconductor Companies lowering Q3 guidance is reconciled, not "supposed". If you reread the messages, I did specify "Semiconductor Companies" several times, and if people have an issue with what 16 semiconductor companies are saying, not matching what AMD is saying, then my suggestion is for those people to take it up with Hector RuiN.
Cypress lowers guidance
http://tinyurl.com/564sy
As with other semiconductor suppliers, the company attributes the projection to a sustained weakness in turns across multiple markets. There was little business improvement during the month of September.
I guess I just don't understand why these writers keep forgetting to say..... "Except For AMD", when they write about Q3 Semiconductor Industry weakness. After all, that's what "some people" keep trying to tell me. It beats me why all those writers, writing about all those companies, haven't "seen the light", like the AMD fans have (cough).
I second that! A big Thank You to Semi!
--Alan
Yer welcome
Semi,
Good luck & best wishes for your new "moderatorship".
greg.
Tis a Far Far better thing I do.... The I have ever done before.....
I've got to read "The Moderators Handbook" link that popped up also. Seems like bathroom reading (no pun intended) to me
Chips, networkers lead tech retreat
http://tinyurl.com/4ql3m
SAN FRANCISCO (CBS.MW) - Technology stocks retreated Monday amid more signs of a slowdown in the chip sector and concerns over the outlook from communications equipment makers.
"Slowdown in the chip sector"..... I'm sure they must have meant to add..... "Except For AMD", but they probably just forgot.
(cough)
Intel's Craig Barrett to retire in May, says report
http://tinyurl.com/65zye
LONDON — Having reached age 65, Craig Barrett, chief executive officer of Intel Corp., is set to retire in May 2005, Barrett disclosed in an interview with the San Francisco Chronicle.
Intel Blue Men Coming Back?
Just a rumour I heard..... stay tuned
Those Superfast Chips: Too Darn Hot
http://yahoo.businessweek.com/magazine/content/04_40/b3902042_mz006.htm
Intel's (INTC ) recent announcement that it plans to produce new "dual-core" processors that amount to two Pentiums on a single chip drew attention mainly from hard-core techies. But it was an admission that the company's strategy for making PCs ever cheaper and faster has hit a wall: The chips are simply getting too hot. Further progress will require new technologies.
Philips looking to build 300-mm joint venture fab
http://www.eet.com/semi/news/showArticle.jhtml;jsessionid=SCWGL4S5CSNHQQSNDBGCKHQ?articleId=47902637....
LONDON — During a day of lectures for financial analysts being held in Amsterdam, The Netherlands, Royal Philips Electronics NV said it is looking to build a joint venture wafer fab, dubbed "JV(12)-2", as a source of Philips integrated circuits beginning in mid-2007.
I just thought of something. Just "noodling" here, but can anybody imagine a Phillips/AMD joint 300mm Fab? Or would it even be possible to combine a Motorola/AMD/IBM/Phillips Process? Naaaaaa....... still, on the other hand, I think in the future, I'll keep an eye out for any announced Motorola/AMD/IBM and/or Phillips, Technology sharing agreements, just in case
Sun Strikes Back at Red Hat
From Grimes On SI
http://www.siliconinvestor.com/readmsg.aspx?msgid=20567516
""We are absolutely targeting Red Hat specifically," said Sun's chief operating officer, Jonathan Schwartz. "When Linux on Intel started, we were on the blade side of the ax. Next time, we want to be on the side of the handle." Schwartz acknowledged that profit margins are slim for Intel-compatible hardware, but he figures that Sun will be able to make money by offering the only solid alternative to Linux on Intel-compatible servers. A new version of Sun's Unix, Solaris 10, is due out in December, with the ability to run software applications that were written for Linux or Microsoft Windows.
What REALLY struck me as interesting is how many times the article writer, and ESPECIALLY Sun's COO mentions the name intel, while the term "AMD" barely gets a mention at all. Kind of unusual for a company supposedly in bed with Hector RuiN.
"A Talk With An Intelvert"
http://www.overclockers.com/tips00663/
There is an Intel equivalent to an AMDroid. We call such people Intelverts. We don't talk much about Intelverts because they hardly write to us at all. We know they exist; we just don't hear from them.
So when we get a note from someone who is at least a borderline one, in fairness, we thought we ought to share:
Reading the story, and the letter, Now why am I reminded of Paul Engle
"90 All Over"
http://www.overclockers.com/articles1110/
Nonetheless, it's pretty clear that these 90nm chips don't run significantly cooler at a given frequency than their 130nm forefathers, which is what you would expect if SOI kept the old rules on process shrinks alive, where you'd expect a power drop of a third or more.
It's also fairly clear, though, that SOI is helping heat matters to some degree, temperature increases from the little info we have don't seem to be as explosive as Prescott's.
Nonetheless, it's pretty clear from initial results that AMD is in no shape to come out with 2.6Ghz 90nm chips running under default conditions anytime soon, which is why they'll be stretching 130nm one last step.
What? Is someone finding out that 90nm isn't so easy after all? Welcome to reality.