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Business Week on INTC vs. AMD |
HenryTo
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 Posted: Fri Nov 26, 2004 11:42 pm Post subject: Business Week on INTC vs. AMD |
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Let's see if Intel can pull another rabbit out of the hat:
http://yahoo.businessweek.com/magazine/content/04_48/b3910050_mz011.htm
Historically, Intel has nearly always been able to deliver when they're backed into a corner - but whatever the case may be, this intense competition between Intel and AMD can only be good for businesses and consumers (unless you were an Intel investor, of course). |
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Business Week on INTC vs. AMD Replies |
HenryTo
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HenryTo
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HenryTo
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HenryTo
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rffrydr
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| Posted: Thu Oct 20, 2011 8:35 am Post subject: |
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Wicked moves in INTC with $10b buyback on strong earnings followed by Goldman downgrade:
| Quote: | October 19, 2011:
"However, our concern that Intel’s record 2011 capex of $10.5 bn to ramp a fourth leading-edge factory will lead to excess supply is unchanged. While Intel is building for a double-digit PC unit CAGR over the intermediate term, we estimate that PC unit growth will remain in the low- to mid-single digits through 2013."
http://blogs.barrons.com/techtraderdaily... |
Goldman might be missing the ENERGY efficiency factor here. I have no strong feelings here one way or the other.
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HenryTo
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| Posted: Wed Oct 19, 2011 7:49 pm Post subject: |
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Morningstar on INTC's 3Q results:
| Quote: | | Intel INTC reported impressive third-quarter results, as the firm achieved record revenue and profitability. We will likely raise our fair value estimate by several dollars as we update our valuation model to take into account the latest results. For the quarter, revenue came in at $14.2 billion, up 9% sequentially, and an increase from sales of $11.1 billion a year ago. Intel benefited from record microprocessor shipments, as PC demand was particularly strong in the enterprise segment and in emerging markets, while the consumer PC segment in mature markets remained soft. The firm also reported that notebook PC units grew double-digits quarter over quarter and year over year, while server processor demand remained strong. Revenue from McAfee and Infineon's wireless chip business, both of which Intel acquired in the first quarter of this year, contributed $1.1 billion in revenue, compared with about $1 billion in the second quarter. On the profitability front, gross margin widened quarter over quarter, to 63.4% from 60.6%, driven by higher manufacturing volumes, lower unit costs, and lower startup costs from Intel's production ramp of the firm's next-generation 22-nanometer (circuit size) manufacturing process. Operating income came in at $4.8 billion, versus $3.9 billion last quarter. For the fourth quarter, management expects revenue to be between $14.2 billion and $15.2 billion. At the midpoint of $14.7 billion, sales would be up 3% sequentially. Although this would be below seasonality, the outlook indicates that Intel anticipates another excellent quarter. Intel appears to be defying the slowdown in business conditions that is weighing on firms in other segments of the chip industry, thanks largely to its beneficial exposure to PC growth in such emerging countries as China and Brazil. Nonetheless, management noted that macroeconomic concerns in Europe are prompting caution in their outlook for the business environment. Given the cyclicality of Intel's business, we believe that the threat of an economic slowdown will pose a risk to the firm in the upcoming quarters. That notwithstanding, we continue to believe that Intel has solid long-term growth prospects, especially in the firm's lucrative server processor segment. Additionally, we believe the continued proliferation of tablets and smartphones will inevitably necessitate considerable investment in the infrastructures of both the Internet and the cloud. We think this trend should keep demand for Intel's server chips healthy, and sustainable. |
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rffrydr
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| Posted: Fri Oct 14, 2011 7:27 am Post subject: |
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| Quote: | PC Buzz
By Bob Marcin | Oct 13, 2011 | 3:21 PM EDT
Speaking of the Gartner PC survey that showed HP had an excellent September quarter in market share, I continue to think PC related stocks are way too cheap from the tablet hype. The tablet is creating tens of millions more points of content access that must be supported by big data, including big storage and big processing. Intel, which I have written about before, seems to be getting its mojo back. The stock is cheap and the buzz on the Street is that the September quarter is solid from positive mix shift and healthy ASP growth. High powered servers require high powered microprocessors and Intel’s data center business continues to boom.
It’s the right season to own technology. If Intel puts together a good quarter with strong revenue growth and solid profit margins, and the market cooperates, I think the stock can breakout from it’s long time range. The juicy dividend is icing on the cake for a company that has double digit revenue growth, strong profitability, huge free cash flow, and a technological lead over all other semi makers. Market and econo bulls should take a good look at Intel. |
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HenryTo
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rffrydr
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| Posted: Fri Sep 16, 2011 6:11 am Post subject: |
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Windows 8 designed to run on ARM, "Wintel" finally fading.....
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HenryTo
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rffrydr
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| Posted: Wed Sep 14, 2011 6:21 am Post subject: |
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INtel teaming up with The Goog on android/atom tablet.
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HenryTo
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HenryTo
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HenryTo
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HenryTo
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| Posted: Wed May 04, 2011 4:49 pm Post subject: |
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More details on Intel's new Tri-Gate processor design:
http://www.dailytech.com/article.aspx?newsid=21547
| Quote: | | New 22nm 3D Tri-Gate transistors will boost performance by up to 37 percent compared to existing 32nm technology. |
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