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My experience has been that docs created in Office on one OS often display incorrectly in Office on the other OS, or occasionally do not load at all. Maybe they've made some progress in the past year or so, but it used to be NOT GOOD.
"customer inventory concerns" and "chipset shortages" sound more and more like BS with every passing quarter, wouldn't you agree? And what does one make of Bryant's dishonesty regarding the extent to which Intel lost market share to AMD? Might be a good idea for the long term if they fired Bryant and Otellini.
If you were Muzohub and took my advice, you'd still be holding your shares, since there have been no places to sell when the stock price has been increasing
More revisionist crap & selective quotation. After you gave him the advice at $24, the stock declined to $21.
And you have the option of running perfectly (2x2 native pixel blocks) @ 1280 x 800 with that thing, if a 3D game won't run smoothly at the 2560 * 1600 native res.
1280 x 800 with full AA + eyecandy should still look quite good.
I think it's more likely for L3, not L2. Sounds like Tony Smith is simply speculating, and making a mistake.
AMD did well because they competed well, not because they filed a lawsuit.
Wow. Clueless. The lawsuit was key to enabling them to compete well. What do you think freed up OEMs to increase their AMD share, and decrease INTC share without massive illegal Intel retaliation?
Anything less than "exponential growth" in Q1 earnings is going to be bad for the stock.
Again, clueless. Flat QoQ revs in Q1 will amount to 70% YoY rev growth. The stock will be significantly higher over the next 6 months. Combine revised 2006 earnings estimates with a forward P/E that befits such strong earnings growth, and you have a $60 stock.
The little pop post-earnings is nothing compared to the run we're going to see as folks process the greater implications of what has happened.
Haven't you ever actually TRIED using the supposedly compatible Mac/PC versions?
Then I guess they just have no demand? Why else would they have such lousy guidance for Q1, revs down YoY?
Intel has the lowest cost structure, genius.
You might want to read the 1/11/06 Prudential Equity Group analysis of just that, here, before you open your yap again:
http://epscontest.com/reports/index.htm
You mean my advice to hold until a good opportunity to sell?
jhalada has already taken apart your revisionist claims, here:
http://www.investorshub.com/boards/read_msg.asp?message_id=9234705
Besides, you can open up and edit any Microsoft Office document on a Mac, including those created on a PC.
That's wishful thinking given all the bugs those attempts will trigger, many probably deliberate.
On Hector's word? The man who pretty much cried that Intel is destroying free and fair competition?
I believe he said that Intel was behaving illegally, which is true. Just look at all the changes since AMD gave the OEMs cover to tell Intel to F off with their threats, by filing their lawsuit.
Enjoy the next three months.
I think you mean 9 months. You don't actually think Dempsey is going to help, do you? Anyone interested in an Intel box knows to wait for the NGA stuff. Can you say Osbourne?
Joe, see my post on SI: AMD's cash went up because in addition to GAAP net income, you have to add in the 110M non cash charge, and the depreciation & amortization (another non-cash charge).
They made over $500M in Q4 after paying all expenses.
Net income is lower because 2 assets declined in value:
SPSN shares, some of which were sold for about 1/2 of what they were valued on the books.
Fab30, etc, which depreciated in value.
But neither of those takes *cash* out of AMD's hands.
EDIT: And Biomaven suggests that another bit might have been some debt paid back by Spansion to AMD. (They exchanged some debt for SPSN shares, but there was another bit that SPSN simply paid back.)
This is a cyclical market, Doug, and Intel has a more competitive product in the pipe. AMD's momentum will not last through the year.
Yeah, thanks for the advice. I'll file it alongside your advice to sell AMD at $24.
Intel having a more competitive product lineup toward the end of the year doesn't counter AMD's ramping capacity alongside a lower cost structure and lower ASPs.
Intel has claimed chipset shortages in Q205, Q305, Q405. I'm still looking for a claim they had them in Q105. In December, Bryant said they would continue through most of H106.
I did. Which is why you should buy in, if you haven't already.
However, I suspect AMD is being hopeful, while Intel is being conservative.
You're unlikely to be correct. Hector said they intend to "underpromise and overdeliver" during the call. And the Inq has sources telling them AMD is already sold out for Q1. In that case, they already know they have a number in the bag, and no doubt set expectations low.
First, you are mistaken about the time frame.
No, as usual, you are mistaken.
Intel Chief Financial Officer Andy Bryant also noted that Intel's yearlong supply problems with desktop chipsets extended into the fourth quarter, hurting sales of Intel-based desktops and allowing AMD-based systems to make inroads at Intel's expense.
http://www.investorshub.com/boards/read_msg.asp?message_id=9315418
That's to be expected with the chipset shortages
You're still buying that line? Intel has had 'chipset shortages' for over a year now... are they incompetent, or just lying?
and oh boy are they overvalued at close to $38.
LOL!!!
Yeah, that must be the case, because nothing has changed... oh wait, maybe 2006 earnings estimates just doubled... ooops.
How in the world can you base AMD's yearly performance on what they've gained today?
Snicker. Did you even look at their earnings? Huge market share gains from Intel. Sold out for Q1 already. *Raising* prices on various CPUs. AMD is going to earn ~$2/sh in 2006, and many of the analysts are catching on. I expect AMD will be trading in the 50s to 60s by the end of the year. INTC will be *very* lucky to be back towards $30/sh by then.
Consider the trash that the Intel stooges from this board post day in and day out on the AMD board.
But AMD is richly valued, with the stock trading at more than 35 times expected 2006 profit, compared with less than 16 for Intel.
LOL! Not as of tonight. 2006 expected profit will be raised to ~$2/sh starting tomorrow.
Not at all. In fact, analysts have set expectations so low that Intel should beat them easily. And at the same time, analysts have set AMD's expectations so high that they need to execute perfectly just to maintain their sky high price. By the end of the year, INTC stock will be priced higher than AMD. You can bet on it.
Snicker.
What a difference a few hours makes, eh?
Yes, the BIOS fix works by shutting Intel Cool'N'Quiet OFF. Great solution there. Thanks, we'll wait for the respin, say the OEMs.
And I wonder who's going to be the moron with the "sell" on Intel and "buy" on AMD for all of 2006? Might that be you? <VBG>
With this evening's AMD report, I think no further comment is needed. <ggg>
wbmw, I just have to laugh at you and your personal attacks.
Clearly you have some trouble understanding:
(1) 2008 calls on Intel and
(2) that this is also something of a hedge for a much larger AMD position-- you understand the concept, no? In the best case, I'll make out well on both positions-- the AMD one now being more or less assured. If the Intel one is a total loss, I couldn't care less at this point.
You advised folks on the AMD board to sell their AMD back at $24.
You claimed again, earlier today, that INTC stock would outperform AMD stock in 2006. Well, you're off to a great start on that one, and it's going to look even worse for you by tomorrow's close.
Finally, you now say you're going to wait for AMD to run up (to what? $70?) and then buy puts to make money on the way down, instead of buying in. It's hilarious!
You're like our very own Hans Mosesmann.
Until Intel gets its act together on an IMC, expect plenty'o'chipsets.
So, have you backed off your claim that INTC stock would outperform AMD stock in 2006 yet?
So far in 2006:
AMD up 11%
INTC down 9%
LOL! Hans Mosesmann? The moron with the "buy" on Intel, and the "sell" on AMD for all of 2005?
I would say Intel is right to have started shipping it.
I'm sure you would, but OEMs are not too happy with the fact that if you leave the Intel version of "Cool'n'quiet" active, the SYSTEM MAY HANG. So any desktop built with Presler will burn horrible amounts of power while idle. Either that, or hang randomly.
AMD.
It's still selling, just not very well. Besides being inferior to AMD offerings, I think Intel has Osbourned it with all the talk about the NGA parts coming in Sept. "If you want an Intel, wait for the new stuff at the end of the year" is becoming a more and more widely-held view.
With Presler being broken until some time in Q2, I don't think it's much of a factor. Especially if AMD is already sold out for Q1, and working on it for Q2.
No, they said the ~1% was a total figure, across all segments, but that AMD's gains likely came (mostly) in desktop. And it was probably closer to 2%, knowing Intel's penchant for dishonesty.
AMD looks to gain even more in Q1, being sold out already, while Intel guides down YoY.
But you should be among the first to know that I picked up some Jan 08 $25 INTC calls today. After a disasterous first 3 quarters of 2006 (hopefully factored in already), there's a chance that an overall upgrade cycle will help Intel start growing again.
No, the systems were low, mid, and some getting into the enthusiast range. No, it isn't likely to change next quarter. Intel has nothing new for the desktop until at least mid Q3.
You should take a look around a BestBuy, CompUSA or CircuitCity-- then you wouldn't be shocked. 75% of the desktops are AMD, and 20-25% of the notebooks. Add in the fact that Intel has nothing competitive in the server space, and you get results like they posted tonight.
Let's see:
- Intel has squat for the desktop until late Q3/Q4.
- Intel has no 64-bit mobile solution until late Q3/Q4.
- Intel has no competitive server part for 4+-socket until... late 2007?
- Intel has no competitive server part for 1-2 socket systems until late Q3/Q4.
Q1, Q2, AND Q3 are going to be just awful for Intel. Look out below.
Yeah, great results! No growth, Q1 revs forecast down YoY, suddenly midQ updates are "irrelevant". We'll see what the broader market thinks in the morning. Is $20 out of the question?
I guess that means they won't even make the $9.1B lower guidance number, and they'd rather have another surprise no-warning miss once, in April, than lower the midpoint in early March.
Even stuffing the channel 3% in Q4, they couldn't make their revenue numbers.
LOL! But ephud assured us all that Intel flash was profitable.