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.
Elmer Phud,
By proceeding to a subpoena, the Commission will be able to obtain not only information that Intel has already committed to provide but also information from other parties
What does this mean? Is the other party AMD? Is Intel suggesting that AMD has been siphoning one sided information to the FTC? Is Intel saying it welcomes the elevation of this case to the point where subpoena’s are issued so that AMD will release information it voluntarily would not make?
Interesting wording by Intel. Wish they could be more explicit.
IMHO
mas,
You're the guys who will be crying when your share price tanks.
You underestimate the Intel -BORG. It ticks- it tocks it tramples all things in its way. ;)
I will just be vindicated as always
You will be laughed at, as always :)
IMHO
mas,
Intel did the crime and now they will pay the fine.
...
and AMD will not see a dime,
while MAS will continue to cry and whine...
:(
IMHO
mas,
Nope it will turn out like the EU Microsoft Case, the EU will fine big and Intel will pay up eventually after exhausting all appeals.
In your dreams...;)
IMHO
Sarmad,
the report says "up to 10%". That has always been the max. The report does not say the fine will be at that level. The expected date of the decision is the only new info.
Agree. An updated news report below, seems to read as if there is no fine at all, just some behavioral changes expected from Intel.
http://www.reuters.com/article/marketsNews/idINL2735466620080527?rpc=44
The only mention of the fine is in reference to MSFT. Bottom line, no new detail, except that a report/decision is imminent.
IMHO
wbmw,
re: so many executives at AMD leaving
Maybe that is what AMD means when it says "Asset light"? ;)
IMHO
chipguy,
re: AMD says we need to double to survive...
Not really. OEMs and buyers heard..
Yes, from that point of view. It certainly has negative implications. However, I think AMD had other targets in mind when they said it. It is kind of like me saying I require $1 million income to live, if I ever get unemployeed. No? Ok, I will settle for a little less.
IMHO
TomH7259,
Advanced Micro Devices needs to more than double its share of the microprocessor market to survive,..
AMD says...
End of story.
IMHO
mas,
AMD will pick up $2-3bn from Intel after all the court cases are done
Nope.
IMHO
mas,
Cray can't afford to pay for any co-engineering, Intel's paying for it lock stock and barrel. That is what is the no-brainer.
Nope. Intel is paying for it with money they took out of AMD's pockets.
BTW, I have heard around the net that AMD threatened Cray if they "even tried to talk to Intel". Sounds serious, if true ;)
"Now, we're not ones to go 'round spreadin' rumors,
Why, really we're just not the gossipy kind,
No, you'll never hear one of us repeating gossip,
So you'd better be sure and listen close the first time!"
IMHO
smooth2o,
There's only a few things that will truly change the SP and move it into the 30's:
1. Failure of AMD
2. Renegotiation of the x86 license to drop the lawsuit and the EU action
3. Continued blow out earnings
Sure the above will help move it in the right direction. But I think Intel needs a catalyst. It needs significant revenue contribution from an unexpected source; a product recently introduced
Here is the formula for Intel to make pre-2000 stock moves.
1) Intel introduces new products aimed at new markets. These products are sufficiently distant from their CPU/PC business that analyst are skeptical and the stock market reaction is muted.
2) Sometime in the not too distant future, Intel pre-announces better than expected revenues (not margins- but revenues)
3) Intel indicates the main reason for pre-announcement comes directly from the new product in step 1)
4) Blast-off!
Step 1) is achieved. Steps 2) and 3) are key. If they happen, watch out.
The nice thing is that Intel has not one or two, but a number of new things that, at least technically, have potential. Only one of these products needs to make a positive dent in revenues. I like their chances considering their recent execution and focus on customers.
IMHO
Funds to support AMD's proposed computer chip fabricating project in Saratoga County, amounting to about $47 million for infrastructure, also are to be part of the package. The state previously committed $1.2 billion in incentives for AMD.
http://timesunion.com/AspStories/story.asp?storyID=679223&category=FRONTPG&BCCode=HOME&newsdate=4/9/2008
[edit- the article makes it sound like the 1.2 billion is off the table, but I think they have it wrong. If AMD agrees, the 1.2 billion will be made available, as per their agreement with AMD ]
IMHO
wbmw,
Funds to support AMD's proposed computer chip fabricating project in Saratoga County, amounting to about $47 million for infrastructure, also are to be part of the package. The state previously committed $1.2 billion in incentives for AMD.
http://timesunion.com/AspStories/story.asp?storyID=679223&category=FRONTPG&BCCode=HOME&newsdate=4/9/2008
[edit- the article makes it sound like the 1.2 billion is off the table, but I think they have it wrong. If AMD agrees, the 1.2 billion will be made available, as per their agreement with AMD ]
IMHO
Golfbum,
this has got to be getting them close to some convenant triggers listed in their 2007 10K by now.
I am not sure what the triggers are, but this quote from an article has me wondering:
Brian Piccioni, an analyst at BMO Capital Markets, "but what we found surprising with the announcement is the lower than expected sales across all business segments. We had thought the graphics business would do better than the micro processing business, which had been subject to delays."
http://www.forbes.com/2008/04/07/advanced-micro-devices-markets-equity-cx_cg_0407markets35.html?partner=yahootix
I would have to agree with the analyst. Which begs the question, is it possible AMD is doing some creative "cooking" of the accounting books in order to avoid hitting any of those triggers? I would not be at all surprised.
IMHO
Sarmad,
Yes NAND is a new venture for Intel. I don't think the problem is excess cost. It is suddenly low demand and pricing
So you are disagreeing with analysts who are suggesting that NAND (woes) could not possibly be the most significant reason that Intel has lowered its gross margins? Again the question is, what is the magnitude of NAND on Intel?
IMHO
VBG,
The surprise for me was not that they did the demo, but that they are sampling to customers.
What exactly was demoed? Their "press kit" says:
are running server and client operating systems, respectively, in development systems at AMD.
http://www.amd.com/us-en/0,,3715_15503,00.html?redir=45nm01
Is there a live demo at CEBIT or a live video demo from AMD labs? When it comes to demos and launches AMD likes to blur reality a bit, as this article on the Puma platform suggests
AMD today paper launched its Puma platform in a press event streamed live over the web.
http://www.dailytech.com/article.aspx?newsid=10942
I don't question they have something, but...
IMHO
wbmw,
Jay, this is precisely what I said would happen.[NAND too small a business to imact margins]
#msg-27311849
#msg-27312020
We will know more soon, and your skepticism is warranted. However, NAND is a new venture for Intel, am I right? If so, then is it not possible that there are disproportional costs involved that could have impacted margins this period? That is the only excuse I see, and if it is an excuse Intel will use, they should really spell it out, otherwise ...
IMHO
chipguy,
Microsoft chops Vista retail prices
Interesting timing also.
For those in the U.S., Microsoft is cutting prices..
Right on the heels of the EU slapping them with another fine, I am wondering if this is a "synthetic" increase in MSFT's prices to Europeans?
EU will realize the US (and its companies) have been playing the capitalist game much longer and that markets have a way of offsetting unexpected costs in certain ways. Poor Europeans, paying for their own stupidity.
IMHO
chipguy,
Although if you put weight on TA you should also consider,
tea leaves, rooster entrails, dice, and a dart board for some
added diversification
True, and I am not a fan of TA. However, do you think the recent fundamental analysis done by Wall Street, driving Intel down and AMD up, any better. IOW you can have FA's come to completely different conclusions also.
IMHO
Elmer,
How poignant. Two technicians who can't agree on a chart. That's really the fundamental problem with TA.
Exactly, and that was the point of my response to you.
BTW, I am not really a technician. I know only some basics. For Intel and AMD, at least, the fundementals are the key to successful long term investing. Short term, anything goes, including TA.
IMHO
roiresearch,
look, i'm sorry for starting some non-sense earlier
No need to be sorry. You stated your opinion. I can live with that.
IMHO
DARBES,
what do we need to signal a volume reversal ?
You know. You should know. Tell us.
At any given time there are many "technical" signals that may occur. Some contradictory. The fact that a volume reversal in AMD has happened is something to consider. However, if you believe like I do, that the reason why TA "seems" to work is that it is a self fulfilling phenomenon, then the overriding question is; which TA signal is followed by the most people who can move a stock the most. You guess. Then place your bet.
IMHO
Elmer,
maybe the charts would suggest a screaming buy but AMD...
I don't know what these posters are talking about. The AMD chart I am looking at is bearish. AMD is in a nearly 2 year downtrend channel. Just line up the higher highs since early 2006 to the present and do the same with the lower lows. You get a nearly perfect, parallel, DOWN channel. The fact that AMD could not break through $7.75 or so (the near term higher high) and reversed is "evidence" that it is continueing its downward gyrations in this channel. Next stop: approaches $5.50
http://finance.yahoo.com/q/bc?s=AMD&t=2y
There you have it ;)
IMHO
mas,
Phenom does well on many benches and is obviously not the loser you guys think and hope it is .
You are right. It is actually a much bigger loser than most originally thought.
Merry ChristMAS
IMHO
chipguy,
wbmw:"just wonder how long it will take before someone calls BS at all this hype."
And I hope that someone works at the frigging SEC.
Why those clowns aren't indicted for the things they say
publically is incomprehensible. Backdating options in
most tech companies slammed for it in the past year
was absolute BS in effect on shareholders compared
to this level of misrepresentation of AMD's prospects.
While it is easy to vent at AMD (the "whore")for its lying and misrepresentation, I suggest more people focus their attention on the "pimps". Michael Dell and others paraded in front of AMD cameras at the Barfalona launch and praised it and then promissed products by the end of the year. Well, if they can do this and get away unscathed, financially and legally, AMD will continue to receive "life lines" from them in the future. I would like to see these companies that go up to bat for AMD "pay" for their stupidity, in some way that it really hurts. They need to think twice next time AMD comes knocking.
IMHO
wbmw,
Just look at the headlines today:
- AMD expects break-even 2008 Q2, profit in Q3
- AMD sees full-year 2008 profit in every segment
- AMD vows to be profitable in 2008
- AMD Plans to Reach Profitability in 2008
What is missing from these headlines is that this is talking about operating profit, not bottom line. Minor point to some, telling to others.
IMHO
wbmw,
“We have 45nm on the way. We will have initial samples also in January. I’m fairly confident that those puppies are going to boot,” said Mario Rivas(AMD)
There you have it. AMD confirming their next generation CPU's will be K9's <ggg>
IMHO
wbmw,
From the article about the OLPC,
"Mr. Negroponte says he complained to Intel's chief executive two weeks ago, then "made peace." Intel and the One Laptop project, he says, have agreed to work together to design by early January a new "Intel-based" One Laptop device. An Intel spokeswoman confirmed Mr. Negroponte's account, but said any comment would be "premature." AMD, whose chips are used in One Laptop's current machines, declined to comment."
This makes your comments below quite relevant:
FWIW, Intel's Stealey design is a low leakage Dothan part...And following that design, Silverthorne is looking like it will deliver >10x the performance/watt of Geode(AMD), and make a far better low cost or ultra mobile product.
I also got a chuckle from this:
By this spring, many of Mr. Negroponte's informal agreements with world leaders to buy millions of laptops appeared to be unraveling.
The prime minister of Thailand, who backed the project, was removed in a military coup.
Imagine that, Intel infiltrated the Thai military! LOL
IMHO
All,
Have you noticed the latest institutional holdings on Intel?
http://www.nasdaq.com/asp/Holdings.asp?symbol=INTC&symbol=AMD&selected=INTC&page=holdingssummary
As I recall, Intel institutional holding was in the 60% range prior to 3rd quarter. According to the above link, that is now up to 93% institutionally owned! This as of 9/30/07. Looks like a Boston mutual fund, Eaton Vance Management, has cornered 817,587,023 shares (SEC filing made Nov 15). This is a huge amount and is indicative of a significant bet on Intel. Has the small investor walked away from Intel and their shares snapped up by a big institution? How will this affect Intel price fluctuations going forward, given so little is left in the hands of the small investor?
Any opinions on this?
IMHO
Reseller Mike,
At the luncheon Tuesday, Bruno reminded the crowd that AMD has until July 31, 2009, to make up its mind about whether to build at Luther Forest and still be eligible for $650 million in cash, part of a $1.2 billion incentive package from the state...
"I wanted to hear from him(Ruiz)," Bruno said. "He's excited, very positive. I was glad to hear that."
Maybe someone should tell Bruno that according to Ruiz a number like $650 million is often rounded up and called $1 Billion. <g>
IMHO
mas,
I asked if Intel is a monopolist and you say..
On the surface no but in the long term this is all part of a strategy to price AMD out of existence.
I see. So technically Intel is a monolpoly (acording to you). If Intel were to increase prices thus hurting the consumer, but helping poor AMD, this would not be considered a monopoly?
Monopoly if you do; monopoly if you don't.
You still don't you get it?
IMHO
mas,
price them so low below their worth you can't even satisfy demand in a market band where you have sole control of the prices ! I told you all these prices were stupid 18 months ago and here's the proof, a cap on profits..
Stop crying.
Low prices = Good for consumer (unlike that other company)
Low parts availability/ Lean inventory = Good for competitors
So now I ask you; as you yourself described Intel, are these the actions of a monopolist?
IMHO
mas,
EU borg claims its victim
answer: Who is the European consumer? Alex.
IMHO
mas,
Their engineers have given them a perfect opportunity to really clean up with Core 2 but it's been squandered.
It is all AMD's fault. Consider, if AMD was gracious enough to raise ASP's while losing market share to Intel, Intel could have followed suit. AMD would make up its lost market share with higher ASP's, Intel could have made more money because they would have higher ASP and higher market share. You should call Hector, dude. According to you, Intel deserves higher ASP's for Core 2. It is AMD's responsibility to lose market share (by raising prices on their brown bannana's). Intel should make a public appeal that AMD is preventing Intel from the higher Core 2 ASP's it deserves.
Get with program ;)
IMHO
mas,
Doubt it, AMD will survive.
It will survive under bankruptcy protection. This means shareholders will get sh**
This is fine with you because you own no shares, correct.
It is funny seeing you squirm. You chastize Intel for not implementing the "prime directive", which is to keep AMD in business. LOL.
Truely, reading your posts, one can only shake ones head...then ROFLYAO
IMHO
mas,
Who was wrong ? I said I wasn't interested not that it wouldn't increase
Stop tap dancing around your post. You were wrong one year ago, when the subject was taking a investment position in Intel. Your link is to a changed opinion on 3/20/07. That is not what I am questioning you about. Focus on what you said a year ago before responding further. Admit it (if you are man enough). You made a MAStake. Take a deep, deep breath and say you were wrong. Post a reply saying so. It is good for your soul. ;))
[edit] I said I wasn't interested not that it wouldn't increase Saying you are not interested in a stock increase, is kinda stupid, DYT? [edit]
IMHO
mas,
INTC has peaked already, it's a boring stock that sends me to sleep.
I was not asking for your opinion on Intel today. It would not matter anyway since your opinion of Intel one year ago was WRONG. Admit it MAS (if your man enough). You made a MAStake.
IMHO
mas,
I have invested in the past and if the price is right and the situation is too I could invest again. I looked at Intel briefly a year or so ago but dismissed it based on their pricing strategy.
Intel was around 20 last year. You MASsed out on a 25% return. Looks like that was a big MAStake.
I think Tenchu is right. You are a "genious" ;))
IMHO
jqy1000,
re: AMD's "revelation" / today's announcement
So what it really comes down to is, do you dare?
or...do we care?
IMHO
All,
re: AMD's planned NY Fab
http://www.reuters.com/article/marketsNews/idUKL2469055520070924?rpc=44&pageNumber=3
The company's need for additional production lines depends on market demand and it is possible the new plant may not be needed at all, said Travis Bullard, a (AMD) company spokesman.
Now that is a surprise ;) Ooops, sorry NY.
IMHO