is...a Libertarian
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This kind of spam we don't need.
Yes, Intel management has righted the ship and stopped the with the self inflicted wounds -- so some would have us believe. What an amateur mistake to make.
This makes me confident enough to invest in Intel - not.
Sun stock is rising nicely. It is up more than 30% since December.
OT: Advise on upgrading RAM - I want to upgrade the memory in my laptop which is running on the Intel 910GML chipset with a 400Mhz Front Side Bus. So I need DDR2-3200 soDIMM memory. My question is is DDR2 like DDR, meaning I can buy DDR2-4200 or DDR2-5200 and stick it in. I know that DDR was generally backwards compatible, but I want to confirm this for DDR2 before I order the memory.
Thanks.
Anyone who still thinks Intel is holding back to make IPF successful is ignoring the obvious, IMO.
I agree that Intel is fielding the A team and have been since they threw in the x86-64 bit towel. My comment was directed towards the fact that Intel and AMD have a cross licensing agreement that allows them to use each others IP. This means it is a two horse race as opposed to their hope of making it a one horse race with IPF.
Didn't work out for IPF, so now Intel are fielding the best x86 horse flesh they can buy or breed.
Now you can understand why Intel wanted the world to adopt IPF from desktop to server -- unfortunately it didn't quite work out the way they had hoped. Of course the revisionists will deny it was ever Intel's intention to have IPF be the chip to rule them all.
German labour office to buy 70,000 Fujitsu-Siemens PCs
HANOVER, Germany, March 9 (Reuters) - The German labour office, Bundesagentur fuer Arbeit, has decided to buy up to 70,000 desktop personal computers from Fujitsu-Siemens (6702.T: Quote, Profile, Research)(SIEGn.DE: Quote, Profile, Research) equipped with AMD (AMD.N: Quote, Profile, Research) chips, the chipmaker said on Thursday.
Alberto Macchi, AMD's vice president for sales and marketing in Europe, said the contract had been awarded in a public tender. In slides accompanying his presentation at the CeBIT technology fair in Hanover, Macchi said the computers would be rolled out within the next 24 months.
A Fujitsu-Siemens spokeswoman confirmed the deal but would not disclose financial details. She said the PCs usually retail for 650 euros ($775) each.
http://yahoo.reuters.com/stocks/QuoteCompanyNewsArticle.aspx?storyID=urn:newsml:reuters.com:20060309...
Google is such a wonderful tool.
JJ,
You make a good point. Historically, when AMD started shoving large volumes of good PR out the door, they were preping the market for some not so good news. If I were to speculate, I would say they will report a weakness in the overall chip market.
I guess we will just have to wait and see.
Strike three for Intel
...
MD's surge can be seen most strongly in the U.S. retail market, which accounts for about 9 percent of global PC shipments. In the first seven weeks of 2006, AMD's share in desktops in that area climbed to 81.5 percent, while Intel's has slid to 18.5 percent, Baker said. That's almost a complete reversal of their typical relative positions.
In notebooks, Intel's share has declined to 63 percent, even though Baker and others generally agree that Intel enjoys a technological advantage in laptops.
The retail PC market itself is holding steady, Baker noted. "Overall volume is OK through the first six to eight weeks of the year. We're still growing in double digits in notebooks and single digits in desktops," he said.
...
http://investorshub.com/boards/post_new.asp?board_id=430
Interesting statistics.
Intel warns of quarterly shortfall and marketshare losses.
Intel Corporation today announced that first-quarter revenue is expected to be between $8.7 billion and $9.1 billion, as compared to the previous expectation of between $9.1 billion and $9.7 billion, primarily due to weaker than expected demand and a slight market segment share loss.
The company expects the first-quarter gross margin percentage to be adversely impacted by the change in revenue. Expenses (R&D plus MG&A) are expected to be lower than previously forecast due to lower revenue- and profit-related spending.
Effective with this announcement, Intel has begun its "Quiet Period." Intel's Business Outlook, published in the company's fourth-quarter earnings release dated Jan. 17, 2006, and in its Form 10-K for the year ended Dec. 31, 2005, no longer reflects the company's current expectations. The company plans to provide a new Business Outlook when it reports first-quarter financial results on April 19, 2006.
more at:
http://biz.yahoo.com/bw/060303/20060303005182.html?.v=1
UND,
I suspect that if there were a pop to the stock it would be very temporary. More importantly, litigation is a slow process, so I don't think any sort of injunction is in the offing. The hurdle in this case would be too high.
I think Skype simply finesses the issue by removing the ID check on the eve of any hearing, thus rendering the issue moot. What might be of more interest is any info AMD can get from discovery as to inducements Intel offered for this preferred treatment.
Bottom line I would not buy AMD based on the outcome of the Skype litigation.
Regards,
Alan,
If Intel induced Skype to behave in an exclusionary manor, that is illegal as Intel is a monopoly. As I understand it, Skype is enabling or disabling the additional 10-way call feature based on GetCPUID. This hardly seems like a legitimate technical reason to discriminate. As such AMD may have a case.
What will quad core do to IPF? Yet another nail in the coffin.
Pete,
The real problem is the effect it has on Intel's customers. SGI, by way of an example, has seen revenues cut in half and struggles to survive. At current burn rates, they have about 6 quarters of life left in them.
Another delay in the IPF roadmap may well be the final nail in SGI's coffin.
Smooth, your adoration of Intel is at best misplaced. They do what all of corporate America does -- shout from the rooftops when they are doing well and retreat to darkest portion of the basement when things are going poorly.
Times are tough for Intel (they lost 3 points of marketshare), so they canned the mid-quarter updates. If things don't improve, you can bet your bottom dollar that they will stop giving forward guidance.
Thanks.
This "scared" investor has been increasing his position in SPSN. IMHO, the shares have a great deal of upside potential.
x86 unit server growth = 93% YoY
I will bookmark your post. We can talk in July.
It is wow, because that is about the time Intel might have a shipping 64-bit enabled dual core P-M derivative. It is clear that Intel is far behind AMD in multi-core technology. With dual core P-4, Intel came up with a band aid solution that has slowed the loss of marketshare, but they are still trying to play catch up.
Seems like catching up will be hard to do. Hector's mantra is to under promise and over deliver. If that holds here, Intel is in for another year of marketshare losses.
Not doing so well though.
Sluggish iMac sales suggest early Intel transition challenges
http://www.thinksecret.com/news/0601intelearly.html
Time to buy SUNW. I picked up shares about two months ago and since then they went as high as $5.00 and then drifted back to the current level. I think the market is anticipating some good news -- let's hope it is on their opteron shipments.
bobs, I tend to agree with you but for slightly different reasons. Wall Street punishes a miss much more viciously then it rewards an upside surprise. Intel missed in Q4 and it is unlikely that they will want to miss again -- that is a recipe for the replacement of senior management.
I think they will bide their time, market the hell out of Core Duo and improve their 65 nm process, all the while waiting for their competitive parts to come out later this year.
I believe that is only if you sell your stock for a loss. The government is so concerned about collecting taxes, just about you trying to avoid them.
Yeah, it should have read "quarterly" instead of "annually". But your response only reaffirms my point which is IPF sells in such small numbers that "growth" looks astonishing statistically.
You might find this article interesting.
Reality Check: Itanium - A Sound Bet for the Future?
15.November.2005--It's been a tough year for the Intel Itanium processor (Itanium) and its supporters, as the processor platform falls further and further behind its competition. With delays and quality issues piling up, major vendors are abandoning Itanium in favor of lower cost and more energy efficient x64 processors from both Intel and Advanced Micro Devices (AMD).
The problems prompt a question that customers should be asking: "Is the Itanium processor a sound bet for the future?"
...
http://www.sun.com/secure/executives/realitycheck/reality-111505.html
<Deleted> duplicate
You are still living this fantasy. Less than 10,000, yeah 10,000, IPF powered servers get sold annually, 80% of which are sold by HP. IPF is replacing all other HP proprietary architectures. HP is IPF's unintended savior because it has no other options.
Eventually HP will have to replace all their PA-RISC sales with IPF -- so IPF will continue to grow (big surprise). Statistically it will continue to look like big growth (happens when you start with a small base - another big surprise).
Remember you will be obliged to pay taxes on your gains if you sell and buy back in. Also, your LT holding period will start from scratch. You are better off just holding and buying put options if you think the stock is in for a serious decline. You can offset the premium by doing a spread or by selling some calls. This will have the same effect as selling the stock, but will not reset the holding period (assuming you are already long term).
Naturally, it will ease up some more before the conference call, trade up after hours on the day of the conference call and trade down the following day.
The more important question is are you trading or holding for the long term. If the later, just keep holding it. It will close higher by year end.
Apple has never made a Powerbook with an upgradeable CPU. After market shops have done this, but not Apple itself. Therefore, I don't think any MacBook Pros will be upgraded by Apple -- instead a whole new sales cycle will begin with all the faithful in attendance.
Intel is down 30 cents (-1.21%)on the news, AMD is up $1.25+ (3.8%). Apple is up $5.00+ (6.7%).
Edit: Apple also announced the MacBook laptop. Still no real impact to INTC stock price.
Keith, presumably you are up a fair amount on your investment. I would set a trailing stop of between 10-20% depending on your tolerance for risk versus your fear of "missing the move". This way the emotion will be taken out of your investing decision and you will preserve the majority of your gains.
Personally, I think AMD has more upside potential in the near term (6 months). The risks start mounting in the back half of the year.
As Alan said, if you use a full service broker he/she will likely call and give you a heads up. If you use a discount broker, assuming the firm has stock available for borrow, they will lend it to you to satisfy your call and you would effectively be short -- in which case Monday's action will have consequences.
Remember, options trades settle T+1 and stock trades settle T+3. If you buy the stock on Friday, you will not have economic exposure to Monday's action, but you will need more margin as you will be both long and short for two days (until the stock trade settles).
Your best bet is to buy the call back on close.
Technically, regular stock options expire on the Saturday following the 3rd Friday of the month. Practically speaking if your stock was not called on Friday, you have no exposure. Monday's action has no impact on the value of the expired options.
If I were you I'll :0) stock :0) with AMD. LOL.
AMD - up 38+% in 2005, up 45+% in 2004
INTC- up 9+% in 2005, down 27+% in 2004
Nothing like fear or jealousy to focus the vitriol.
Not after hearing the doctor's pronouncement. LOL.
Watch you step
I guess she must have a crush on you.
Given I don't want any more short term capital gains this year and the good trading action in SPSN, I will hold my shares until at least January.