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If they are under expectations for Q2 guidance, INTC will head lower. The market is in a "show me" mood when it comes to INTC stock these days. Makes sense, as investors have figured out they were BSed for most of last year by mgmt. "chipset shortages" "we lost 1 point of share in Q4" etc. etc.
Commodities will fall as the slowdown in the US economy becomes clear.
We'll see. I'm guessing no more than 5.25%, with a cut back to 5% or lower by year's end.
Well, housing deflation will rapidly cause rate cuts. The Fed has probably already overshot, due to the lag in impact from their moves thus far, but they'll probably raise once more, maybe twice, and then-- oops! home equity ATMs are gone, consumer spending slows, cut, cut, cut...
IMO.
Guidance is likely to be awful. Dempsey has basically been squeezed out, since no OEMs are launching any systems until late May / June due to the FB-DIMM supply problems, and Woodcrest is due by late Q3. And it's still a last-generation blowtorch at any rate. Intel osbourned all their existing products at IDF, so Q2 and even Q3 should be pretty grim for them. Guidance will likely reflect this.
Didn't mean to touch your sensitive spot. :) Kate, why do you assume everyone else *needs to work*? Sort of a wage-slave mentality, don't you think?
There's a Friday Happy Hour exemption. :)
Is the hubby now serving as an admin for the only folks who can seem to design decent processors for Intel, or what?
"You know, I helped design Tejas."
"Yeah, yeah. This needs to be faxed right away. And get me another coffee."
Oh, I completely agree.
Kate, you and smoothie should've sold your Intel in the 30s. Remember your desperate call for help after Intel's Q4 results?
http://www.investorshub.com/boards/read_msg.asp?message_id=9298055
Any ideas on where to put some money short term?
I discussed with my husband about not putting so much money into the employee purchase plan
Doh!
The sad thing is, Intel's Q1 report & Q2 guidance is going to make Q4 look wonderful by comparison. You have to love the ban on almost all employee travel Intel implemented in March, desperately trying to squeeze down expenses.
More analyst blather. AMD down a buck is still in a 5-year high range. Intel is... at a NEW 3-YEAR LOW. Again.
Yeah. At least by fall rates will be being cut, IMO. The current increases are going to accelerate the housing crash that is just getting started. Hopefully, it ultimately unwinds slowly enough that cuts can be used to avoid a recession.
Awww, you really did ride Intel all the way down, didn't you? :)
Shaping up for a NEW Intel 3-year low today!!!
You went from 42 LOL!!! Yeah, sure I bought at $42!!!
Was that a message to yourself? LOL. You rode Intel from a fattened pig down to a screaming buy? Congratulations. :)
I think one can tell quite well from his angry-man routine for the last year or so. :) Sliiiidddddeeeee down from the $30s.
Brilliant.
The present price of Intel stock has nothing to do with the issue.
Sure it does. It suggests you're a lousy investor when it comes to identifying future trends that will affect AMD and INTC stock, so other readers should take that into account when you offer advice now.
You and katie don't get it. Running some 2nd-class version of the OS isn't desirable. Doesn't matter if that's mostly perception, it's a factor that weighs on purchase decisions.
Katie, folks buying hardware aren't particularly pleased to think it won't run the latest & greatest OS due in a few quarters.
touting Vista as being the redeemer of AMD
Care to point to that one? You even bother reading the posts here?
The point was that Intel will only be 20% NGA exiting 2006, and that the other products are undesirable in one way or another:
P4-family sucks on performance and power
Dothan/Yonah are okay on that front, but lack an important feature: 64b capability.
With Merom the last of the NGA products to launch (mid/late Q4), AMD should make particularly impressive gains in the mobile segment for the rest of the year.
although you're not smart enough to figure that out.
Tell me again, who was stupid enough to ride Intel down into the teens, smoothie?
Smooth, you might want to look at the performance of your Intel stock, and take the hint.
It was merely one counterexample to Kate's ridiculous assertion that nobody is talking about Vista.
In just a few weeks, the AMD/Microsoft Tech Tour Spring 2006 will arrive in your area! Learn first-hand about exciting and innovative offerings from AMD and Microsoft, co-sponsors for this year’s Tech Tour. Take advantage of this unique opportunity to network with other professionals. Explore the potential of AMD64 technology and preview Microsoft’s Windows Vista and the 2007 Microsoft Office system. We know this will have a tremendous impact on your business.
Discover the latest insight on:
* The value of 32 and 64-bit Vista, presented by AMD and Microsoft
* Preview Microsoft Windows Vista and the 2007 Microsoft Office system
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* AMD and Microsoft’s True Server Solutions with Windows Server System
* AMD Validated Servers from partners like Sanmina-SCI, Supermicro, TYAN, and Uniwide
* Find out how AMD and Microsoft plan to help you meet customer demands in the coming year through market opportunities for:
o Small and medium businesses
o Mainstream and everyday computing users
o Prosumers, power users, digital content creators and Gamers
* Learn about AMD’s System Builder Solution Provider program and Microsoft’s Partner Program
WE WILL ALSO HAVE AN EXCITING BUNDLE OFFER FOR ALL SOLUTION PROVIDERS THAT ATTEND!
Sincerely,
AMD and Microsoft
Burlington, MA - May 1
East Brunswick, NJ - May 3
Washington, DC - May 11
Toronto, Canada - May 18
Arlington Heights, IL - May 25
Kansas City, MO - June 1
Vancouver, Canada - June 6
Seattle, WA - June 8
Sunnyvale, CA - June 13
City of Industry, CA - June 15
Dallas, TX - June 19
Houston, TX - June 21
Atlanta, GA - June 27
Ft. Lauderdale, FL - June 29
I'm afraid wishing doesn't make it so, Kate.
And the talk will be even more increased starting next month, with Microsoft teaming up with AMD to talk about it.
Enthusiasts and IT purchasers are forward-looking. Which is why Yonah sales have been underwhelming. There's too much talk about Vista (and) 64-bit these days-- it hurts a 32b-only product, especially one not in a budget segment.
And NGA is the only thing that matters.
The P4 stuff is junk, 65nm or not, and Yonah is 32-bit obsolete.
Intel is ramping NGA to about 20% by EOY.
Nope, not here before Jly 07 and then some.
Uh huh. Well, I'm afraid wishing it doesn't make it so. AMD is shipping 65nm parts for revenue in H206. Those parts will be Rev G. (Rev F = 90nm). Rev G = K8L.
There is no 4th decoder.
Suggest you look again.
More denial, the pic was a SC part.
Who disputes that?
The K8L will likely be produced as Qc and DC and SC (think Sempron) starting in Q107.
That's the point, several years..... and nothing new.
Um, the K8L is new.
'08 before any NEW revisions per AMD's roadmap.
Afraid not. A glance at the AMD website shows HT 3.0 and a host of other technologies known to be Rev G listed in... 2007.
It's fishy that an outsourced fab is being used to supply parts that AMD can't and in 65 nm before AMD can.
Chartered is bringing up *90nm* production in H206, and then converting over to 65nm. Another mistake.
I wanted to buy more puts on AMD
Uh, huh. All you AMD put guys are big talkers with no action.
I'd suggest you get your facts right before investing anymore $$$ in the market. From your post, it's clear you've got more than a few things confused... things that will be material to AMD's performance.
Oh yeah, the decoders that look like memory structures.
Um, you might want to take a look at a labeled K8 die photo before you embarrass yourself further.
The supposed FP boosted K8L with essentially unchanged FPU.
You're clearly not looking very closely. It's *much* larger relative to the ALU, compared to the K8.
I bet you didn't expect AMD's first 65 nm part to be a single
core device.
If I were bringing up a new core, that's exactly what I'd do first. Of course, this says nothing about production parts. Will SC parts launch before, with or after DC and QC parts? Who knows.
Yet another garbage post from you.
2 months? Let's see:
May, June, July, August, *September*
No, that's 5 months.
Someone's in denial. Rev G (K8L) got ya anxious already? Didn't expect that AMD's first 65nm parts would be K8L parts with a 4th decoder? Come on. Surely you realize that AMD has had several years at this point to work on the successor to the K8.
You didn't think 65nm was pushed back a little simply for a dumb shrink of the K8, did you?
Well, you can always place a few trades tomorrow.
thanks!
paul, perhaps not. Conroe will have a bit lower latency to main memory, but a larger L2 cache, which "hides" some of the benefit, as more often than Netburst, Conroe will be concerned with latency to L2 instead of latency to main memory. In other words, Conroe already gets a big performance boost from the large L2, but that makes it less reliant on main memory timings. This offsets the lower latency to main memory advantage over the P4 to some extent when considering which platform (P4 or NGA) would benefit more from low-latency main memory.
Another issue is that Conroe has a large 4MB L2 cache. It is the smaller cache AMD parts that will benefit the most from lower latency to main memory.
This and the fact that latency to main memory is about 2x longer on Intel systems, due to the chipset in the middle, so this sort of improvement results in ~ 1/2 the improvement (in % terms) in overall latency to main memory on an Intel system.
this week
I doubt that 1-week movements admit much worthy analysis at all, usually.
Yeah, the Intel V//V logo is just so much better. So obscure!
Yeah, AMD is going to put out a PR talking about their private OEM showings. Didn't you see the Inq story? Even party girl linked to it, on this very forum.
You thought next week was a LAUNCH? Oh dear.
Oh Smoothie! AMD's been showing 65nm parts to partners for some time now.
Yeah, that was your latest prediction after starting out in late December promising that Intel would outperform AMD in 2006. We'll see how that turns out.
Did you ever buy those AMD puts, or just more big talk? No need to answer that one-- we all know it's #2.