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.
Er der nogen gode i kunne anbefale.
Jeg gider ikke hoppe på valueaktier som wagon. Den kunne nu sikkert være god, men det er så depri, specielt når nu olien er i 140 dollars.
- Jeg holder også lidt igen med olieaktierne, selvom det er rart med gemini.
Det er en af mine største poster.
Det kunne nu godt være man bare skulle holde lidt fri.
Jeg har så mange lister med ideer, en del af dem er steget de seneste måneder. Der er ikke rigtigt nogen jeg vil øge mere i, og jeg har ikke lide noget nyt jeg virkelig tror på.
Det var jo godt at man kunne købe gemini til 0,48 i går. Nu stiger den med 20% idag.
52 week high.
GOGOGO Darvas.
OLien stiger til 137.
Der er nogen der er kommet med en prognose der siger at olien stiger til 150 inden 4 juli.
Det lyder ikke synderligt seriøst, men de får da godt gang i pumperne.
Fint. Det er jo også meget nemmere end paste en lang talrække ind, eller skrive en lang smøre.
Nu har jeg altså et tab på 2400 dollars.
- og jeg har ikke tjent penge på aktier siden august sidste år --og tabt en del siden.
LE du skal bare klikke på chartene - højreklikke og så kommer der en menu frem, hvor du kan gå ned under properties og den sti de angiver der kopierer du.
Det er grafens placering på internettet.
På http://fwdodge.construction.com/Analytics/
Klikker på grafen, så popper billedet op, jeg høreklikker, går ned under properties og kopierer stien i location.
http://dodge.construction.com/images/graph.gif
http://dodge.construction.com/images/graph.gif
Construction indekset ser for mig ud til at have bundet.
Jeg har lige kontrolleret din løn.
Som administrerende direktør bør du mindst tjene 58400 om måneden. Der er jo lønforhandlinger for tiden, så jeg ville rubbe mig, hvis jeg var dig og klage til bestyrelsen, hvis du ligger for lavt.
Jeg ligger selv på midten ifølge IDA, men kigger jeg i jobindex så ligger jeg nogle tusinde over.
Jeg troede som sædvanligt at jeg også skulle have tæsk men de er steget - i gennemsnit. Kun et par hundreder dollars.
Så har jeg forhåbentligt købt de rigtige de seneste måneder.
Der er mange spændende muligheder for at skaffe energi. Der skal bare gøres noget for det. Hvorfor ikke gøre det i sahara. De har sandet og dermed rigeligt med silisium.
Deres infrastruktur er nu prænget af manglende tilstedeværelse i hele afrika.
- ja der findes undtagelser jeg ved det godt. jeg kan bare ikke lide nedslagtninger, korruption og gidseltagninger.
Så sælger jeg ud. Hvis vi har været i ressesion i 2007, så kan jeg nå at sælge inden det falder.
Jeg kan se klic stiger igen.
Tager nok bare hjem og så ud på cyklen.
$45 trillion needed to combat warming
Friday June 6, 7:06 am ET
By Joseph Coleman, Associated Press Writer
New study calls for $45 trillion to cut greenhouse gases in half by 2050
TOKYO (AP) -- The world needs to invest $45 trillion in energy in coming decades, build some 1,400 nuclear power plants and vastly expand wind power in order to halve greenhouse gas emissions by 2050, according to an energy study released Friday.
The report by the Paris-based International Energy Agency envisions a "energy revolution" that would greatly reduce the world's dependence on fossil fuels while maintaining steady economic growth.
"Meeting this target of 50 percent cut in emissions represents a formidable challenge, and we would require immediate policy action and technological transition on an unprecedented scale," IEA Executive Director Nobuo Tanaka said.
A U.N.-network of scientists concluded last year that emissions have to be cut by at least half by 2050 to avoid an increase in world temperatures of between 3.6 and 4.2 degrees above pre-18th century levels.
Scientists say temperature increases beyond that could trigger devastating effects, such as widespread loss of species, famines and droughts, and swamping of heavily populated coastal areas by rising oceans.
Environment ministers from the Group of Eight industrialized countries and Russia backed the 50 percent target in a meeting in Japan last month and called for it to be officially endorsed at the G-8 summit in July.
The IEA report mapped out two main scenarios: one in which emissions are reduced to 2005 levels by 2050, and a second that would bring them to half of 2005 levels by mid-century.
The scenario for deeper cuts would require massive investment in energy technology development and deployment, a wide-ranging campaign to dramatically increase energy efficiency, and a wholesale shift to renewable sources of energy.
Assuming an average 3.3 percent global economic growth over the 2010-2050 period, governments and the private sector would have to make additional investments of $45 trillion in energy, or 1.1 percent of the world's gross domestic product, the report said.
That would be an investment more than three times the current size of the entire U.S. economy.
The second scenario also calls for an accelerated ramping up of development of so-called "carbon capture and storage" technology allowing coal-powered power plants to catch emissions and inject them underground.
The study said that an average of 35 coal-powered plants and 20 gas-powered power plants would have to be fitted with carbon capture and storage equipment each year between 2010 and 2050.
In addition, the world would have to construct 32 new nuclear power plants each year, and wind-power turbines would have to be increased by 17,000 units annually. Nations would have to achieve an eight-fold reduction in carbon intensity -- the amount of carbon needed to produce a unit of energy -- in the transport sector.
Such action would drastically reduce oil demand to 27 percent of 2005 demand. Failure to act would lead to a doubling of energy demand and a 130 percent increase in carbon dioxide emissions by 2050, IEA officials said.
"This development is clearly not sustainable," said Dolf Gielen, an IEA energy analyst and leader for the project.
Gielen said most of the $45 trillion forecast investment -- about $27 trillion -- would be borne by developing countries, which will be responsible for two-thirds of greenhouse gas emissions by 2050.
Most of the money would be in the commercialization of energy technologies developed by governments and the private sector.
"If industry is convinced there will be policy for serious, deep CO2 emission cuts, then these investments will be made by the private sector," Gielen said.
Der er nogen af de Indiske stammer der har specielle rettigheder til at drive casioner i deres reservater, men det hjælper vel ikke.
Ja jeg ville også blive sur hvis mine aktier pludselig ikke steg med 100% om året mere.
http://finance.yahoo.com/q/bc?s=%5EBSESN&t=5y&l=on&z=m&q=l&c=
Hvis man vil sammenligne de lande, så er man da nødt til at sammenligne.
Du er dybt underlig.
Det kan man sagtens. Før jeg svarede var jeg lige inde og kigge på købekraftskorrigerede GDP fra CIA's factbook, men dem tror jeg heller ikke helt på. Indien og Kina sammenlagt er oppe på næsten samme niveau som US. Det er nemmere, at sammenligne antallet af solgte produkter, så kan man selv vurderer, hvad der er rigtigt.
Jeg har haft diskutionen før, og jeg påstår stadigt hårdnakken at en taske solgt i Kina og en solgt i USA (samme mærke, samme kvalitet) er lige meget værd, men blot fordi amerikaneren betaler 5 gange så meget for den så betyder det ikke at amerkanernes forbrug er 5 gange højerer eller at deres tal skal tillægges større værdi.
Den diskution kommer jeg aldrig længerer med for folk kan slet ikke forstå det. Det synes jeg er ufatteligt...
Jeg har lige undersøgt hvor mange ris de producerer i Indien, Kina og USA. USA er langt langt bagefter de to "fattige" lande. Det kan faktisk slet ikke måles om usa laver nogen, det må være et forfærdeligt fattigt land. De spiser over 100 gange mere ris i Indien og kina, så min konklusion er klar. USA er et Uland. Det vil mine Indiske kolleger nok give mig ret i.
Økonomerne kan ikke lave specielle naturlove for USA og så nogle andre specielle for ulandene selvom de prøver. Sådan virker det ikke. Økonomer er kronisk elendige til at lave målinger.
Der er jo ingen af dem, der tør stå frem og så sige at forbruget i kina og indien er større, hvad det nok er. De ville blive komplet til grin.
Nææ du forstår ikke mine nysertal. Det er da ærgerligt, men så giver det jo ikke så meget mening at skrive mere.
Sidste indlæg. Batterierne stiger med 17%.
Fin dag ellers. Lige FMD gider ikke men den har jeg også kun 5 millioner i.
Sallie Mae sees funding costs falling
http://www.reuters.com/article/marketsNews/idUSN0543007920080605
Thu Jun 5, 2008 10:54am EDT
Market News
Stocks rally on Wal-Mart, Verizon
May retail sales largely beat expectations
Weekly jobless claims unexpectedly fall
More Business & Investing News...
Featured Broker sponsored link
Money Center
$0 stock trades. 10 free per month.
NEW YORK, June 5 (Reuters) - SLM Corp's (SLM.N: Quote, Profile, Research) vice chairman said on Thursday that the student lender's funding costs are falling and it is returning to the securitization markets.
Speaking at a conference, Jack Remondi said Sallie Mae expects to see yields on its latest $2 billion securitization of government-guaranteed student loans to fall below London interbank offered rates (Libor) plus 1 percentage point for the first time since the credit crunch hit.
The asset-backed securities transaction was given provisional ratings by Moody's Investors Service Thursday.
Remondi said the deal is the same structurally as two previous transactions that in the past year saw funding rates at around 1.5 percentage points and 1.2 percentage points respectively.
The tightening in spreads, which indicates that investors perceive less risk in the deal, is due to investors beginning to differentiate between credit instruments and appreciating that these securities come with an explicit government guarantee, he said.
"We need it to get tighter," he said. "I would like to see these spreads get down to numbers in the 50s," referring to 0.5 percentage point above Libor.
Sallie Mae also expects to see spreads for private student loan securitizations to fall, said Remondi.
"We believe we could enter this market today," he said.
He estimated a private student loan transaction could be funded today at around Libor plus 300 basis points, compared with transactions in the past funded at Libor plus 30. Continued...
De diskutioner har vi haft i årvis.
Jeg vil finde nogle aktier der stiger med 10-100% og som er ret sikre.
Gider ikke diskutere mere, det fører ingen vegne.
I store træk.
Dog ikke overbevist om at de amerikanske forbrugers købekaft er 4 gange større end kina og Indien tilsammen.
Der bygges nu engang 16-17 gange mere i Indien og Kina og der sælges stort set lige så mange biler.
De to største poster man som mennesker næsten kan investere i.
...lige bortset fra at hvis man var mormon og Boede i Texas og havde 7 koner, så ...der er jo nok der forklaringen ligger.
Amerikanerne har et vildt sexliv og det er forklaringen på deres store købekraft.
hvis Kina og Indien nøs idag, så ville olien falde til 20-25 dollars.
Nyser USA hvad de har gjort...så stiger Olien fra 55 til 130 dollars.
hvad fortæller det dig?
Jeg synes det er svært at finde gode ideer jeg tror på. Har haft rigtigt dårlig timing i olieaktier selvom jeg kiggede på en masse drillere i 2004. Skulle bare have købt med arme og ben, men istedet så jeg, at de havde haft tilbagegang i 25 år og så tænkte idioten - det ville aldrig gå godt.
Doblede mine DBTK og VDSI fordi sailor er vild med security stocks.
Who can?? IKAN
Jeg har fået nogle Kimberly metal? i Australien.
Jeg ved ikke rigtig hvad det er for noget, men det er en gave fra en hemlig beundrer. 750 styk.
Det er vist noget zink agtigt noget.
Det ville i øvrigt også være et fif om man ikke rejste til Kina for at købe tøj, for så er chancen for at man ikke køber Kinesisk nok lidt større og så behøver man måske ikke klage over kvaliteten på kinesisk tøj.
Jeg forstår det heller ikke og man kan sagtens købe andet end kinesiske varer.
Personligt foretrækker jeg få, men gode ting. Mærkerne er typiske eruopæiske, men lidt af elektronikken er fra Sydkorea og Taiwan.
Mine cykler er alle produceret i europa, murstenene også.
FMD skal stige helt vildt inden ret længe for Gumsen mener det er en taberaktier. Gumser kan jo bedst lide aktier, der er steget helt vildt og som ligger i all time high. Så kan gumserne lave sådan nogle bokse de kalder darvas bokse og derved være 100% sikre på at tjene penge.
jeg skal bare tjene nogle flere millioner så jeg bruger paraboler istedet.
Nu er amd snart i 8 dollars.
Men den Cavico aktie skulle jeg altså aldrig have købt.
A hvaffor noget?
Kinesiske forårsruller og kinesiske silke eller hvad med kinesiske folkevogne, dem må man have.
Den kinesiske mur skal man også have i baghaven og kinesisk porcelæn. Det der kongelige danske porcelæn duer ikke til noget.
Sådan en Kinesisk BMW er lige sagen. Et fjernsyn fra Kinesisk "B&O" skal man også have.
Eller Kinesiske Vestasmøller og Blåmalede kinesiske containerskibe med en hvid stjerne, det er også kun kinesiske mænd der duer, så jeg håber du har fundet en.
Det er synd at god kvalitet kan koste penge. Faktisk burde folk arbejde gratis.
Så hold dog op med at købe kinesiske produkter!!!
Altså hvor svært kan det være.
Jeg laver nok nogle stikprøve kontroller om 14 dage.
Rejser måske til Kazan og Syktyvkar for at kontrollere kvaliteten af deres lokumspapir. Mondi producerer 60% af papiret i CIS.
Jeg tror det er noget skidt.
South Korea fines Intel for antitrust breach
http://www.reuters.com/article/marketsNews/idINSEO28782420080605?rpc=44&pageNumber=1&virtualBrandChannel=0
Men klumpedumpe hanne. Hvis og hvis min røv er spids.
Det er jo noget folk forestiller sig og det er svært at se ret mange steder udover vismændene alle er negative. Det er jeg ligeglad med. Det ser negativt ud i usa, men har gjort det i over to år nu. Ulven kommer altid.
jeg er ikke claivoiant og en meget stor del af det kina og Indien producerer er til hjemmemarkedet.
Kina eksporterer ikke 1500 MT cement om året og 10.000.000 biler. Hvor skulle de eksportere alt det cement hen? USA bruger jo kun 100 MT i år. Husene er som reglen også fyldt med noget skrammel. Man bygger jo ikke huse for at lade dem stå tomme, så på en sjus...så skal der laves mindst 15 gange flere køleskabe, fryserer, airconanlæg, "radiatorer", borde, stole, senge, sengetæpper, microbølgeovne, køkkenudstyr, fjernsyn, computere, traktorer (maden skal jo også på bordet), veje, lastbiler, ...for kina i forhold til usa (ja nok ikke lige så mange lastbiler..men princippet) Det er en lang liste.
Men måske de eksporterer husene. Det kan man jo, jeg har set det på fjernsyn, hvor de smider dem op på ladet af lastbiler.
Det er ikke særligt interessant hvis USA og Europa får en lille nedgang. De fattige lande har allerede vist at de kan trække en økonomisk opgang selv med USA i "resession". Det kan man jo se..på mineral og oliepriserne.
Det ville være 100 gange værre, hvis der kommer en nedtur i Kina, Brasilien, Indien og de andre fattige lande.
Så kan du kysse din røv farvel. Så falder stålpriserne med ??50-80%, Olien går i 25 dollars, gassen i 3 dollars og jeg kan gå på dagpenge.
Tænk sig jeg er fræk. Jeg har vist lige kaldt vores økonomiske vismænd for torskedumme.
I will go to work. Jeg har nemlig rigeligt at lave og håber da også på lønstigninger på 5%, men jeg får kun 4.
Det samme som der blev givet sidste år.
Stålpriserne stiger bare endnu mere fordi efterspørgslen er der. Nå ja de er vist heller ikke for kloge.
Det er meget nemmere, at se helheden hvis man sidder udenfor akvariet.
Nææ man skal sidde inde bag høje betonmurer, helst bag tremmer, kalde sig professor og så bo på det lokale kollegie for at kunne afskærme sig så meget så man kan tror vi er inde i en nedgang.
Der skal ignoreres rigtigt meget. Det er utroligt det kan lade sig gøre.
Man skal faktisk bogstavelig talt være torskedum og total ignorant.
Har hørt det samme fra Indiske guruer.
Færre trillebører til cement.
ABS Market Shows Signs of Life: Expecting Upside From FMD
by: Notable Calls posted on: June 02, 2008 | about stocks: FMD
Kaufman is out with a major call on First Marblehead (NYSE:FMD), MRU Holdings (UNCL) & SLM Corporation (SLM), saying that while the securitization market for most asset-backed securities has been dead for some time in response to credit concerns they believe it is beginning to open up a bit, as longer-term investors, including insurance companies and banks, search for longer duration, higher yields than those available in the Treasury markets. These higher yields, in turn, are attracting buyers back to this segment of the ABS market because it is longer duration paper at higher yields.
Notablecalls: FMD is still trading below the levels it reached following the FBR upgrade last week. The tone of Kaufman's call is surprisingly positive and I expect the stock to produce a nice upside move in the very near-term, possibly surpassing the $3.99 high from last week.
Actionable Call.
Du skal huske at lade dem op.
CBAK er genopladelige batterier.
AMD shares rise on new mobile chip platform
http://www.marketwatch.com/news/story/amd-shares-rise-new-graphics/story.aspx?guid=%7B491208BC%2DE338%2D403D%2DBC74%2D0827205EA98B%7D&siteid=yhoof
FMD, Man er jo ikke en tøsedreng. Jeg har brug for 10 millioner til min nye lystjagt og det får jeg ikke ved at købe flere auriga. Den er ligesom allerede steget en del. FMD kan nu stige meget mere.
First Marblehead Fights to Free Itself from Credit Market Whims
by: Prudent Speculations posted on: May 26, 2008 | about stocks: FMD / GS
The future of First Marblehead (NYSE: FMD), as most investors already realize, is tied to the reopening of the student loan ABS market, GS Capital’s investments and the company’s ability to expand its direct to consumer lending platform. Another incredibly important development for the company will be whether or not it is successful in its quest to expand its wholly owned bank subsidiary company.
Union Federal Savings Bank is a community bank out of Rhode Island that First Marblehead acquired in late 2006. While a detailed analysis of the bank’s financial position cannot be found in First Marblehead’s annual or quarterly report, one can be found by going to the Federal Financial Institutions Examination Council's website, which can be found here, and by searching for “Union Federal Savings Bank.”
The most recent report for the quarter ended 3/31/08, put online this last week, shows startling signs of a management team that is acutely aware of the struggles First Marblehead is facing. The manner in which management is using the bank shows a glimmer of hope for the company’s future. With the current student loan ABS market unavailable for securitization, the company, in order to keep originating its private label student loans, must have stable funding sources. The deposits down at the subsidiary bank along with the easily accessible loans under the category “other borrowings” (which are most likely borrowings from other financial institutions), have allowed First Marblehead to begin working towards a secure funding source free from the whims of the credit market.
If management can keep up what they have been doing at the bank during the last quarter for the remainder of the year, they just might get through this dark period in the company’s history.
Companies like First Marblehead are offered two sources when originating loans. They can either place them on warehouse loan facilities or fund them through deposits at subsidiary institutions. Using warehouse loan facilities is considerably riskier than using deposits-based funding methods. Generally, warehouse loan facilities require large upfront fees, carry considerably higher interest rates than bank deposits and can be pulled by the lending institution relatively easily, leaving a company like First Marblehead exposed. Deposits at a bank subsidiary, especially if they are longer term CDs, pose none of these dangers.
First Marblehead first began to seriously exploit the benefits offered by having a bank subsidiary late last year. This can be seen in the report for the period ended on 12/31/07. During the last quarter of 2007, the company borrowed $240 odd million dollars in the form of “other borrowings” (which is likely borrowings from another financial institution). When these borrowings (which are practically the same as deposits) are coupled with the $150 million in deposits already at the bank, First Marblehead was able to have the bank raise the number of student loans it held to nearly $350 million.
In a curious side note that should not be unexpected, Union Federal Savings holds only student loans on its balance sheet with commercial and residential loans virtually nonexistent. It is safe to say that Union Federal is not exactly your local community bank. The bank’s equity stood at about $52 million at 12/31/07, giving Union Federal a tier one capital ratio of 10.95%, with cash on hand of about $76 million.
In the most recent report filed with FFIEC and posted online earlier this week, the bank’s balance sheet showed significant growth. The report shows that management is aware of the issues that the company is facing and has begun to work towards a long-term stable funding source in the form of bank deposits. For the quarter ended 3/31/08, the bank had “other borrowings” of about $240 million. While “other borrowings” was flat for the quarter, deposits soared to over $270 million, an increase of over $120 million from the previous quarter.
It is unclear where these deposits have come from, but I would imagine that they have been brokered. I would not be surprised to find out the Goldman Sachs (GS) helped with this, as they have already completed their first investment in First Marblehead and certainly don’t want to see that $50+ million dollars turn out to be a total loss. In addition, Union Federal showed an equity increase of $66 million for the quarter, bringing the bank’s total equity to $118 million, as opposed to $52 million in the quarter ended 12/31/07. First Marblehead likely contributed this capital to appease bank regulators and support further deposit and loan growth.
The new deposits and equity contribution allowed the bank to expand the number of student loans that it held at the quarter ended 3/31/08 to nearly $500 million, $150 million more than the quarter ended 12/31/07. The bank’s tier one capital ratio stood at 17.98% for the quarter, up substantially from 10.95% the previous quarter and well above the bare minimum of 6%. This leaves the bank with ample room to increase its balance sheet, especially with cash on hand of nearly $120 million.
While owning a bank stuffed full of student loans may seem strange, it could potentially prove to be a unique advantage for First Marblehead. While student loans do become delinquent, they are for the most part fairly safe, as they cannot be wiped off by bankruptcy. In the quarter ended 3/31/08, the bank had net income of over $2.5 million, driven by the substantially higher interest rates on student loans as compared to other forms of bank loans. As the loans age, the students who hold the loans leave college and enter the workforce, and the deferment on their student loans stop, the cash flow at the bank subsidiary should soar.
With the addition of further brokered deposits in the current quarter, First Marblehead should find itself as well positioned as could be hoped for given the circumstances in the credit market. The current deposit base and the future growth that will likely occur over the next several quarters at a minimum signals First Marblehead’s survival as a private consumer based student lender. While the deposit base leaves much to be desired, it is a start in the right direction. I only wish that the company had the ability to purchase Fremont’s bank division, sold to CapitalSource (NYSE: CSE) at a fire sale price earlier this year.
Please check the next report filed with the FFIEC in mid August, as it should tell an interesting story and will likely go a long way to letting us know whether or not First Marblehead will survive as an independent company. In the meantime, we can as investors in First Marblehead only hope that the remainder of Goldman Sach’s investment closes in June and that the student loan ABS market begins to open.
For Further Review: FFIEC Website
Disclosure: Long FMD
Så prøv CBAK.
AMD Unveils Notebook PC Chips
http://www.thestreet.com/_yahoo/newsanalysis/techsemis/10419652.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA
06/04/08 - 10:35 AM EDT
AAPL (The Telecom Connection PICK) AMD ATHR BRCM HPQ INTC MSFT SNE
Alexei Oreskovic
Alexei Oreskovic
* Smart Camera for the Road
* Cute Little Taser for Ugly Times
* What Your Keyboard Says About Your Biz
*
* Article Tools
* Email this Article
* Print this Article
* Rss Feed
o
o Related Articles
o Altera Predicts a Robust Quarter
o Chip Sales Hold Up to Economic Dips
o AMD CEO's Shoddy Record Taints Turnaround
o
* Del.icio.us
* Digg
* Facebook
* StumbleUpon
* Twitter
* Yahoo! Buzz
*
* PLAY BEAT THE STREET GAME NOW
*
Be the
First
Member to
Recommend
this article
Recommend it
SAN FRANCISCO -- Long deemed an also-ran in the notebook PC market, Advanced Micro Devices(AMD - Cramer's Take - Stockpickr) is ready to get serious.
On Wednesday, the Sunnyvale, Calif., company unveiled a new group of chips specifically designed for notebooks, representing AMD's most concerted effort yet to get a foot in the booming market for mobile PCs.
The package of chips, known as Puma, brings together AMD's microprocessor prowess with the graphics expertise that AMD obtained through its controversial acquisition of ATI, allowing AMD to offer PC makers many of the key silicon ingredients for a modern notebook.
That's a significant step forward for AMD, which has previously been unable to offer PC makers the same type of all-in-one package as Intel(INTC - Cramer's Take - Stockpickr), whose Centrino bundle of WiFi connectivity, graphics and other important notebook features has helped Intel dominate the market.
Shares of AMD were recently up 21 cents, or 3.1%, to $7.02.
AMD's Puma is being released just as Intel's newest version of Centrino has hit some snags. Last week Intel acknowledged that certain components of Centrino 2 would ship a few weeks late on account of technical issues with the graphics processing and separate "paperwork" problems involving the WiFi radio chip.
Analysts don't expect Intel's delays to result in a major advantage for AMD.
The delays are only a few weeks, which isn't enough time for PC makers to change their product design plans and switch to AMD, says American Technology Research analyst Doug Freedman.
"Nobody can react quickly enough," says Freedman, who says the Intel delay has not caused him to change his revenue estimates for either Intel or AMD.
Så stiger AMD med hele 5,74%.
Det er et helt vildt RALLY!!
Den bør også gå i 40 alene fordi jeg har den.
ACL semiconductor bliver ved. Jeg har snart 200% på den.
AMD over 7.
--------
Istedet for KLIC så bliver det Vladivostok og 1000 aktier i FMD.
- og ja det er financial og ja jeg er vanvittigt.
Chartet er helt sygt. Earnings er blevet nedjusteret jævnligt og ligger nu på omtrent 0,49 næste år eller en forward P/E på omtrent 6 og så er den faldet vildt meget, så kan den også stige vildt meget (eller KK, kanonkongen Karl).
Jeg kan godt lide vilde skud fra hoften. Bruger spredehagl, så jeg rammer alligevel altid (et eller andet).
Advanced Micro Devices offers new chips for laptop
Wednesday June 4, 12:07 am ET
By Jordan Robertson, AP Technology Writer
AMD rolls out new package of laptop chips aimed at high-definition video playback
SAN JOSE, Calif. (AP) -- Advanced Micro Devices Inc. rolled out a new package of chips for laptops Wednesday, a major overhaul of its mobile lineup the chip maker hopes will help it climb out of a deep financial trough.
The Sunnyvale-based company, saddled with debt and hurt by product delays, is betting consumers will gravitate toward its new Turion brand processor and related chipset -- part of a package that chip makers call a "platform" and sell together -- because of their focus on high-definition video playback.
This new generation of Turion laptop chips will appear at launch in twice as many different computers -- from Hewlett-Packard Co., Acer Inc., Toshiba Corp. and others -- as the previous generation, released two years ago, AMD said.
Chip makers AMD, Intel Corp. and Nvidia Corp. are battling harder over high-end graphics as more people watch movies and television programs on their home computers and as operating systems and Web applications require better visuals.
To that end, AMD's new chips, which were unveiled at the Computex computer show in Taiwan, rely heavily on parts from ATI Technologies, a graphics chip supplier that AMD acquired for $5.6 billion in 2006 to help it challenge Nvidia and much larger Intel.
Intel is the world's No. 1 maker of microprocessors, the brains of personal computers. AMD is a distant No. 2, and with the acquisition of ATI now makes standalone graphics chips. Nvidia is the market leader in standalone graphics chips.
AMD hopes that by infusing its general-purpose chips with more advanced graphics capabilities it can boost their appeal and help the company increase its market share.
AMD has racked up more than $4 billion in losses over the last six quarters as Intel snatched away market share with newer parts and AMD struggled to digest the pricey ATI acquisition.
AMD's new Turion X2 Ultra Dual-Core mobile processors, which come in clock speeds up to 2.4 gigahertz, are accompanied by powerful new chipsets, a separate set of chips that do most of the graphics work -- absent a standalone graphics chip -- and control how the processor communicates with the rest of the computer.
AMD says its chipsets deliver three times better 3-D performance and five times better high-definition image quality than competing models because of the strength of its integrated graphics. AMD also says its chips transmit high-definition videos and photos faster over wireless networks.
The company says demand for its new lineup of laptop chips has been strong.
Vi lukker allesammen incl. cavico men der er ob, og der er jo fynboer så vi vinder på lørdag.