where did i say I was richer than someone?

Hey chipguy, I'f you're so smart, how come I'm so rich?

I was really hoping for some montecito excuses - where are they?

Are you talking about the stock heading south? Or the technology?

round trip express? WTF are you talking about? common has gone up 6 x in 3 years.....take out the flash screw up and the chart probably looks significantly smoother. How is your Intel investment - nice steady erosion of capital? Best of luck. If Woodcrest goes even slightly the way of my fav mont twins (maybe you can explain how they demo that pig montecito well over a year ago, pump it like crazy but can't get close to launching it at "projected performance levels" - hell they can't seem to launch it at all) Intel could lose a lot of server share very quickly.

brilliant Joey....simply brilliant. my amd investment is up four X in less than 12 months. how is your Intel investment doing this year?

What if NGA arrives in the same horse drawn carriage as Montecito and Montvale - very late and performing way below expectations? what happens to Intel then? What if they only miss by 9 months and arrive just in time for quad core opteron at 65nm? What if everything goes as planned and they arrive on time next fall - just in time to see AMD pull in 65nm and quad core early?

I wonder how it will compare with the top Opteron available at that time - 3ghz possibly? I also wonder how it will compare at 4 way config? I wonder if AMD will pull in quad core early like they did with DC? It will be interesting to see AMD's response.

Most parents who buy a computer for their kid don't ask anybody anything they just buy a computer[/I]

Absurd

[I]So you think parents run out and read THG or Anandtech[/I]

where did i say or imply that?

what's absurd is the notion that people; whether parents buying systems for their kids; or kids buying systems for their parents........don't ask questions about the product being purchased. It is interesting to note, in October, where consumers were given a choice, more people went with an AMD system. Perhaps they asked questions?

That is the most absurd thing I have heard today.

just like they were for athlon64 & opteron? Just like they were for dual core. Just like they'll be with 32 socket glueless SMP - how do you suppose they battle that with no direct connect? Itanic......right.

Of course, in the mobile space, I see the Holy Grail as “less than two pounds, more than ten hours”. I believe that product is feasible and technologically, the roadmap will take us there, probably in 2007 or 2008. We ourselves are developing a new architecture for the mobile space that would be radically different from what’s being done today and we think it will bring true innovation to the mobile space the same way AMD64 in its Opteron and Athlon 64 implementation brought innovation to the server and desktop space.

Intel?

RE Dell - Mobile

Meanwhile, Warren Shiau, senior IT analyst for the Toronto-based Strategic Counsel, said Dell has had its' share of ill-luck of late. As a result, other companies have managed to encroach on Dell's market share.


"Product quality has certainly been one criticism lobbied at Dell . . . and it may be an ingrained perception (in the minds of consumers) that Dell's quality control efforts are not tops in the industry," Shiau said. "Moreover, Dell has tried to move its products up market with higher specs and higher prices versus one year ago. In doing that, you're going to lose a certain amount of volume."


Shiau also highlighted Dell's tight pact with Intel and the fact that Advanced Micro Devices Inc. is aligned with Acer. Moreover, AMD has been aggressively pricing its' chips to compete with Intel and that in turn is providing Acer with the opportunity to beat its' rivals on price.

http://www.integratedmar.com/ECL.cfm?item=DLY112105-5

Management issuing themselves hundreds of millions of options and using shareholder capital, of which they are supposedly custodians, to buyback those shares isn't far off a ponzi scheme.

this can't be good for Itanium - can it?

http://www.theinquirer.net/?article=27824

Bringing in Hester starting to make more sense now?

Or, without the war chest, management wouldn't be able to offset dilution from excessive issuance of options? $2.5 billion per quarter is a rather big committment after all. I wonder if management compensation is linked to return on equity? One would assume - if it were - management would want to get that cash balance down significantly. wouldn't one?

<<The fact is, you can consider their stock buyback program to be a very large and pretty poor investment at this moment.>>

A necessary evil. There are currently more than 900 million options issued, though the poor performance of of the common has prevented many of those from being exercised (avg exc $ is $26 and change).

since 1990 Intel has spent $49.3 bilion buying back 2.5 bilion of their own stock.......I wonder how many options were issued over that same period?

The 10Q says $7.5 billion was spent on buying back stock in the last 9 months, up over $2 billion over same period in 2004.

That buyback is great for management .....they get rich and the shareholders get a tax loss. brilliant. Over 20 billion spent in the last 3 years. Now, if managment actually acted like custodians of shareholder capital and gave performance bonuses (in cash) based on ROE, didn't issue options and used FCF to buyback stock or pay out dividends you may have a case.

So, it doesn't concern you that over the past 12 months; Intel's current assets have decreased by approx 2.3 billion; current liabilities have increased 1.5 billion; total libilities have increased 1.1 billion and SH equity is down slightly less than 2 billion..........why doesn't that concern you

looks like mission critical server sales were down slightly over last year and industry standard was up 10% over last year.

fully depreciated at the end of this q if i recall correctly

FWIW (not a lot considering the source)




Cramer, a self-described "Intel (INTC:Nasdaq - commentary - research - Cramer's Take)-a-holic," is switching loyalties to (gasp!) Advanced Micro Devices (AMD:NYSE - commentary - research - Cramer's Take).

"It's not always 'buy Intel,'" said Cramer. "It's not 'Intel will be best of breed forever no matter what.' Sometimes you gotta sell -- maybe just schnitzel -- a little Intel even if you're addicted to it."

Cramer said the "unthinkable" has happened and that AMD has been outperforming Intel and will continue to outperform Intel. The reason, said Cramer, is AMD's management. "AMD's management is wiping the floor with Intel."

AMD, along with Google (GOOG:Nasdaq - commentary - research - Cramer's Take), News Corp (NWS:NYSE - commentary - research - Cramer's Take) and Red Hat (RHAT:Nasdaq - commentary - research - Cramer's Take), will develop a $100 laptop computer, said Cramer.

"This story is a virtual who's who of tech companies. But, Intel isn't in it. AMD is."

A generation of kids will grow up using AMD's chips, said Cramer, and the slogan, "'Intel Inside' will mean nothing to them."

Meanwhile, Intel has been struggling to bring its new chips to market, said Cramer, and in October, AMD sold more chips to the PC market than did Intel, he said. AMD is "winning the game."

Cramer said AMD will host an analyst day Tuesday, which he believes will be a "big trading catalyst for the stock." Be in AMD ahead of the meeting, said Cramer.

"AMD has finally beaten Intel. You need to own it

lol....one thing though, does anyone still care about "Intel Inside"?

keep in mind Andy was not part of Sun when he started working with the Opteron

oh gawd, it's just that nutjob cramer........

On volume too, doesn't look like a bad trade. hmmm

evo·lution·ary:

A gradual process in which something changes into a different and usually more complex or better form

AMD's strategy certainly much better than jumping from platform to platform, gluing them together as needed etc......

As for surprises and things to come, perhaps Andy Bechtolsheim has better insight than everyone on this board combined times 100......maybe.....I wonder what he like about AMD's roadmap that he can't discuss in public?

So your advice for someone needing to purchase a laptop today thay they intend to use for 3-4 years would be........?

no

Did you read the whole report, or just the snippet from the forbes story?

<<His short term prospects seem to be accurate, but I really doubt his long term analysis>>

really, why is that?

Leave what to Rick? Do you disagree with his analysis?

Can I ask why you didn't buy leap puts instead? opportunity for gains in excess of what is achievable shorting (if you're right)and a limited downside risk if you're wrong.

Keith, If AMD continues to capture 25% of incremental x86 revenue as they did last quarter (202mm vs 608mm), it won't be long until they have 15-20% of aggregate revenues - with fab 36, AMD seems to have the potential to grab a far bigger piece if that incremental revenue.....don't they?

15-20% revenue share would have amounted to about $.60-$.80 share in operating earnings last q excluding flash everything else being equal. assuming these results continue, I have a hard time believing that doesn't translate into a very significant increase (100-200%) in AMD's market capitalisation over the next 12-24 months. I guess you don't think these
gains are achievable/sustainable? why?


Do you think it is a coincidence that AMD's cpu sales were up significantly in the first reported quarter since the lawsuit was filed? it seems to me, where customers are offered a choice, AMD does extremely well.

"I can tell you the demand [for Galaxy servers] is huge. There's a backlog."



http://www.internetnews.com/ent-news/article.php/3562831

I HOPE SO ;)

what makes you think AMD will be available for $17 in January?

Smooth

Are you invested in Intel stock?

That could be the strategy given they are looking to integrate functionality into the CPU. Why alert the competition and give them a chance to follow suit?