Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
"truly". Keep pedaling! <ggg>
Back-pedal, Tenchie! You can do it!
Another idiot who has no idea how to properly apply the "sour grapes" analogy.
How dumb are you?
Chipguy wishes he/Intel could have such prices for its parts. Since AMD got to them instead, he has to claim they aren't all that great anyway -- by saying they won't last.
Now get back on the short bus.
Reality difficult for you today? Your AMD puts have lost more value: -18% in a little over a week. Intel stock down yet again.
You are going to see a stark change from today's pricing.
Intel will need to demonstrate improved *financial* results before its stock improves much.
AMD's rapidly increasing capacity during the year will help offset any ASP declines required by more competitive parts from Intel, supporting AMD's results and stock price.
It looks like you've made some poor investment choices, yet again.
How are those sour grapes today?
Think: increasing capacity.
Intel $18.81. <ggg>
Even if NGA is wildly successful once launched *and* AMD fails to address it effectively, you wouldn't see much of an impact on AMD for the rest of this year. If he wanted to bet on that, he should've bought 2008 puts. And not just after a drop despite strong earnings.
Stop talking to yourself.
No kidding, science. You paid $3.20, the price is about $2.85 as of today. Do the math.
Looks like you called the bottom in AMD stock with your put purchase. The perfect contrarian indicator.
As I thought, because you wish it so.
Sorry, Babbles, but you've already been christened. :)
Thanks. He's down 11% on his put investment already.
Their entire cost structure, yield model, product output, etc, is all based on a very small percentage of die being dual core.
Because you wish it so?
EDIT Thanks, I'll look for his post. As for bearish flag patterns-- not a big believer in that religion.
----------------------
Do you have a link to his put-purchase confirmation post?
Earlier this month, the lastest info from INTEL was Q4, Babbles.
BTW, did you ever manage to buy those AMD puts, or was it all just big talk?
Contributes substantially. wbmw forgot that one.
Most likely he does. As for actual roadmaps, MSI has a slew of Turion X2 (Codename: Taylor) notebooks planned.
MS1038 and MS1040 listed for May.
MS1042, MS1052, MS1054 listed for July.
(see MSI roadmap from January, here: http://www.epscontest.com/roadmaps/othermaps.htm )
Merom has apparently been squeezed back into Q3, probably September, and probably a 'dribble'.
Meanwhile the Intel (share) price cuts continue. :)
When I saw your subject line, I thought you meant huge cuts in Intel's *stock* price. :)
Intel just broke $19, Katie. :)
Intel CTO admits they Osbourned themselves:
-------------------------
Intel CTO says may have to live with slow Q2
2 hours, 20 minutes ago
Intel Corp. may have to put up with continuing slow demand for its chips this quarter as customers wait for the launch of its new products in the second half of the year, an executive said.
"We are seeing a bit of a slowdown," Chief Technology Officer Justin Rattner told Reuters in an interview on Monday, saying he believed those clients with the flexibility to wait for the new, more efficient chips were doing so.
"You always see a little bit of that, so literally until we have them available, until we have them on the market, we're going to have to deal with that," he said.
The world's biggest chipmaker, which cut its annual revenue forecast last week as it faces a growing challenge from rival Advanced Micro Devices Inc., is launching a new line of more efficient microprocessors in the second half of the year.
AMD has made inroads into Intel's dominant market share through innovations such as being first to put two processing cores in a single chip, allowing it to handle multiple tasks more efficiently, and cutting power usage.
Rattner said Intel's new Core Duo processor, which it launched this year, was "unquestionably more efficient" than any comparable product from AMD, and as efficient as its 486 and Pentium processors of more than a decade ago.
"I think we've thrown down the gauntlet," he said.
Intel unveiled its new line of more efficient microprocessors last month to reverse a trend of making chips that guzzle more and more electricity, and acknowledged it was under "tremendous competitive pressure" from AMD.
Rattner said on Monday: "I think the second half of the year will be very strong for Intel."
TERA COMPUTING
Rattner was speaking at the official opening of a new research center in the city of Braunschweig, or Brunswick, in north-western Germany, where Intel will focus on processors with many more cores than the dual-core chips it currently offers.
He said Intel was looking at "a time in the not-too-distant future -- end of the decade, early next decade -- when there will be tens of cores per chip ... Here in Braunschweig they'll take part of that agenda."
Braunschweig, which employs about 120 research and development staff, will be part of Intel's so-called tera-scale research program, developing processors that can handle a trillion or more operations per second.
"We're on something of an applications plateau because overall performance growth has slowed," Rattner said.
Rattner said tera-computing was needed, for example, to develop applications that mimicked human behavior in fields such as recognizing speech or shapes.
"The advent of multi-core is going to put us back on what had been this long-term trajectory where we were doubling performance every 18 to 24 months. Applications will change dramatically because of the amount of computing power," he said.
It was also in the mid-30s back in March. Poor Kate. She threw all her money away in the Intel ESPP.
You mean back to early January levels? <ggg>
Dempsey won't do anything for Intel's server share. No one in their right mind would buy one in June/July if Woodcrest is coming in Q3.
If I were you, I'd continue to hold those AMD shares and see what happens.
You think everyone invests like you do? (Riding Intel from $30s to teens)
Will Intel close below $19 this week? $18?
Will it be a better buy next week? next month? next quarter?
Kate, Intel @ $19 got you down? <ggg>
Why doesn't Intel simply cancel Dempsey? If that slide is correct, there's no reason at all to start shipping it.
Did you forget Prescott so soon? Dempsey?
Prescott "shipped for revenue" in 2004. Funny, huh.
Dempsey "shipped for revenue" in Q106. Hilarious!
Core Duo paper launched this January for all but Apple.
Hey, science, we were talking about Merom vs. Turion X2.
You're surprised that a DC part (Yonah), can outperform a single core part (Turion) on multi-threaded benchmarks? Really?
No, Merom is about 4-5 months out, and relative overall performance is still unclear.
Uh, that's been strictly an Intel term lately.
If you'd waited 2 months, you could've had a Turion X2, dual core AND 64b.
I actually see lots of Turions in retail they don't seem to be selling very well, core duo's seem to be sold out very rapidly obviously not a scientific poll.
That's odd, considering the news & rumors have been the opposite: core duo not selling well, turion gaining mobile marketshare for AMD.
Turion X2 is socket S1, due to be launched on May 9.
Sounds a little conspiracy-theory-esque.
How are you drawing your conclusions about "big liquidity pumps"? What are you looking at?
report away, it ain't a violation, dear.
I don't believe in being conservative
What a stupid statement! If you have factors that you can't control and you're making a prediction about future financial performance, OF COURSE you want to err on the side of caution.
I take it that's a "no, I didn't buy any puts, YET AGAIN"
Really, unless you expect the whole market (due to oil, inflation, whatever), or the combo (AMD + INTC, due to price war) to tank the rest of the year, buying AMD puts at this point seems kinda dumb.
You've likely missed almost all of the selloff, modulo the 2 factors above, i.e. AMD is unlikely to trade much lower this year unless INTC or the whole market falls along with it.
AMD may be dead money until June 1 when they talk about the K8L, and depending on what they say at that point, may begin recovering once Q2 earnings come out.
INTC probably has more near-term chances of falling, with earnings coming next week. And given how much INTC has already talked about future performance, it's hard to see any real catalyst for INTC stock the rest of this year.
Actually, both stocks seem likely to be less volatile from this point, unless INTC *really* tanks earnings & guidance, goes hog-wild on a price war, or the overall economy blows up.
Um, kinda lousy timing for a put purchase. Do let us know, otherwise, we'll assume it is just more talk.
Now we see just how bad the Inel numbers will be next week. Could be dire.