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hard to get too excited when even the poster of the story says at the end:
To be honest, we’re quite doubtful of these figures. But this is everything we got for reference before the real products are available.
I don't see a link to the earnings warning conference call on the AMD investor site. Anyone have it?
If anyone on AMD's call says 'congratulations on a great quarter', I'm going to sell all my investments and move to a cabin in the mountains.
Combining that with the State of Washington's Christmas message in the capitol rotunda then that's it for me.
http://news.aol.com/political-machine/2008/12/01/anti-christmas-message-in-washington-state-capitol-holiday-displ/
Federal bailouts of high tech companies is just never going to happen. Three reasons:
1) No strong union presence.
2) The cyclical nature of the business (i.e. the belief that demand will return in time if you just leave it alone, which is probably true).
3) The lack of a well accepted domino effect should one technology sector fall (i.e. the belief that technologies workers and entrepreneurs are mobile and will just shift to the next new technological endeavor).
Right or wrong these perceptions of main street and the federal government will keep tech industry execs at home trying to keep/make their companies profitable.
More like Peter Lorry.
Reminds of the scene in Casino where Deniro arrives at his hearing with the Nevada Gaming Commission for the renewal of the Tangier's gaming license. He arrives with his attorneys, researchers and aides all ready to present their case to the commission. The commissioner pounds the gavel to start the hearing and says: "Let's Vote!, all in favor of denying the license say Aye!". They all vote Aye and the commissioner pounds the gavel again and closes the hearing and they get up and leave. Deniro's defense team is flabbergasted, they never get to say a word. It's hilarious.'
These go to 8...
As PSO stated (paraphrased) in the CC, at 32nm we will be able to get Atom in your pocket without your pocket catching on fire.
So Joey it's too early to give up on Atom or consider it a failing endeavor. We are still a ways from the Atom platform that could actually make it into these devices.
What? Who wouldn't want to be working remotely with Visual Studio, SQL Server Enterprise Manager, Outlook and a couple of web browsers open using a netbook?
Sounds like an exercise in pure frustration to me. All I want for my second mobile device is something I could easily use to access google, fandango and hotmail with.
Yes that is still the projection according to the 'loud ones here' vs. the theory proposed by the 'loud ones there' (i.e. the authors of that article). Only time and actual results (revenue, margins and profits) will answer the question definitively.
Acer should sell a lot of these I would think. It's only a Pentium M but the rest of the machine seems pretty solid for $299. I was out shopping yesterday and saw one of those LCD picture frames that display your digital photos for $179! Add a few bucks and you get one with a 14inch display, oh and it's also a laptop with a R/W DVD.
http://www.ecost.com/detail.aspx?edp=43021961&navid=155441524
The timeliness of these forecasts always amazes me. It's like coming out on September 12, 2001 and forecasting that available office space in New York city will be reduced by more units than our original estimates.
re: However, x86-related IP probably won't be part of the Foundry Co.'s offerings.
I guess the above comment was an attempt to assuage Intel's fears concerning licensing issues. I don't think that will do it though :->
re: The transfer speed is four times that offered by Intel's newest SSD, the X25-E.
But aren't Micron and Intel collaborating on SSDs? Or does Micron also have it's own line in addition to the joint effort?
I am not looking for a 'recovery' here, merely a 'reaction'. If you take the rally on Friday and add in this public announcement (if there is one) about this economic stimulus plan, I would bet that wall street takes this opportunity to rally the market a bit on Monday. After all even though this 'good economic news' has no real substance, this is the first piece of 'good news' the public has received in the last several months. I say the market will be up tomorrow.
OT-E: Holy Smoke, do we have that much....well I guess we just print it if we don't.
OT-E: Obama has his economic team working over the weekend on a plan to create 2.5M new jobs (and economic stimulus) by 2011. Should we expect a market reaction on Monday when O might introduce his economic team and announce some details about his plan?
Announcing a new category of post: OT-E
This means the post is Off Topic but has Economic significance that could affect the markets and/or the price of Intel stock.
Although I would argue that I like my new Buick Enclave better than anything coming out of Japan. So at least in this one case I think we have the better design :->
Man that's a lot of meetings and approvals needed to move this thing forward. Is it possible that this many sane business persons and politicians will "rubber stamp" the approval of this clearly risk venture? If I were a New Yorker I certainly wouldn't want my tax dollars subsidizing additional capacity in the semiconductor business especially if the venture only owned designs for the second best product.
4.5% is a pretty darn good yield for holding INTC.
I just looked at all the high yielding big caps I am following (and accumulating) including MCD, UPS, LLY, CAT, NUE, RAI, MO, WMI. And with the exception of Eli Lilly (LLY) and Altria (MO), INTC is the only one with more cash than debt (and by a huge margin). What am I missing here? Intel seems far and away in the best position to continue paying their dividend (and increase it if desired) well into any kind of dark economic future.
While the market has been ignoring Intel in the past because of their limited ability to grow revenue (because they already own the MPU market), they at least seem to agree that Intel should trade conservatively at about 18 times earnings. Which should guarantee that someday (let's say 2-3 years from now conservatively) Intel will trade again around $22. In the mean time you can collect 4 to 4.5% while you wait. I think in the end it will be the dividend that will dig INTC out of this current hole.
ok you got me there, your arguments drive me nuts, but that was quite funny!
this guy wants to get in line to buy some...
http://www.fool.com/investing/general/2008/11/20/3-reasons-to-buy-amd-now.aspx
After all: AMD recently unveiled its new Shanghai line of processors, which use an advanced 45-nanometer manufacturing process...
Sun is setting on AMD. Current market cap at about 1B. Please don't tell me that they can just issue more shares until the numbers match up.
Total Cash: 1.34B
Total Debt: 5.23B
Operating Cash Flow: -381.00M
Levered Free Cash Flow: -404.63M
Precisely the point. You would either have to be in the room to know for sure or you might be able to extrapolate if you had inside knowledge about some technical road block that occurred. My point was that he uses both terms as if they are synonymous without backing it up with any facts.
re: Now they look to have slipped a full quarter.
I don't like the way Charlie mixes his terms in this article. Anyone in software development knows the difference between a schedule being 'slipped' vs. 'pushed out'. I assume the same semantics apply to hardware.
Slipped := we set a target date and COULDN'T deliver, here's the new target date.
Pushed out := we set a target date and COULD deliver but why should we due to some other conditions, here's a new date that we will deliver if conditions warrant it.
OT: at the Nehalem release party, the Nehalem team in Hillsboro took a bow in front of a standing room only JF cafe. Total count of women engineers standing with the team...one!
Yep, our Diesel store in downtown Portland is empty. Diesel of course is just one of the homes for the $225 shirt that has about $10 worth of labor and materials in it. I agree we are at the end of this kind of retail market for years to come.
good catch, I meant Feb'09
Looks like INTC will close in the $12 range today. My model did not anticipate a close at this level so it's back to the drawing board. It now seems that the $10-14 range is where we will be operating through Feb'10. I have buy orders at the $10 and $11 levels and will hope to accumulate shares should we fall that far which seems highly likely.
MS has had this simple electronic forms creation and deployment in production for a number of years. Their solution (called InfoPath) works quite well for developing input forms quickly and easily and it integrates well with Sharepoint. No idea why IBM would even be mentioning such a thing.
Intel is have their Nehalem release party at JF in Hillsboro today, maybe all the PR folks are eating ice cream.
It's about time for the networks to re-run that movie. Colossus definitely had the best computer generated voice ever, hands down. Of course if they do air it again I will have to explain to my kids what all that greenbar paper is.
say no more <eom>
I think Obama has offered him a cabinet position.
Maybe Intel can release some more grim news tonight. Fingers crossed.
man look at the volume, it's a short covering frenzy.
Collecting a 4% yield to hold INTC for year seems like a good value to me. Of course there are a lot of other great yields out there too. But with limited downside risk from here IMO, I think parking new money in INTC at these levels is a no brainer. Will you be able to pickup INTC in the 10,11,12 dollar ranges? Maybe, but I'm still holding to my prediction that INTC does not close in the 11-12 range.
would you be buying at 12, 11 or 10/share?
Oh my. Intel trading halted?