Business Week on INTC vs. AMD

HenryTo · Posted: Fri Nov 26, 2004 11:42 pm Post subject: Business Week on INTC vs. AMD

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).

HenryTo · Posted: Sun Apr 22, 2007 1:29 am Post subject:

A good summary of AMD's latest earnings conference call:

http://www.betanews.com/article/AMD_to_Restructure_May_Outsource_More_to_IBM_Chartered/1177035785

rffrydr · Posted: Fri Apr 13, 2007 6:30 am Post subject:

Cutthroat defense:

http://www.marketwatch.com/news/story/intel-amd-reports-show-direction/story.aspx?guid=%7B0EF1DCF6%2D765C%2D4AD0%2DA020%2D1F5505BA6E29%7D
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Today is the Tomorrow you worried about Yesterday!

HenryTo · Posted: Mon Apr 09, 2007 3:46 pm Post subject:

A speed bump in the INTC desktop lineup and a good benchmarking study on INTC and AMD's current desktop processors:

http://www.anandtech.com/cpuchipsets/intel/showdoc.aspx?i=2963

HenryTo · Posted: Wed Apr 04, 2007 11:54 pm Post subject:

Dramatic drops on both AMD and INTC desktop processors later this month.

http://www.crn.com.au/story.aspx?CIID=76969&src=site-marq

Notebook cuts aren't in the pipeline yet, however. Given recent pricing patterns, my guess is that notebook processor price cuts probably won't happen until July at the earliest.

HenryTo · Posted: Wed Mar 28, 2007 1:53 pm Post subject:

Intel reveals more details of its upcoming processors:

http://www.anandtech.com/cpuchipsets/intel/showdoc.aspx?i=2955

HenryTo · Posted: Sun Mar 25, 2007 11:20 am Post subject:

CPU roadmap of both INTC and AMD on cnet.com:

http://reviews.cnet.com/4520-3086_7-6715793-1.html?tag=prmo1

HenryTo · Posted: Sat Mar 17, 2007 9:09 am Post subject:

More Intel price cuts on the way on their desktop processors. Same with Xeon as well - although that isn't mentioned in this article:

http://www.dailytech.com/Aggressive+Intel+Quadcore+Price+Cuts+Before+Barcelona/article6488.htm

And here is some benchmark information. This is the most recent I can find. Please see successive pages for more benchmarks:

http://www.anandtech.com/cpuchipsets/intel/showdoc.aspx?i=2866&p=10

HenryTo · Posted: Mon Mar 05, 2007 10:24 am Post subject:

I need to go back to refresh my memory on the benchmarks... will report back later this week.

Best regards,

Henry

rffrydr · Posted: Mon Mar 05, 2007 8:31 am Post subject:

Duelling visions of tech:

http://www.mercurynews.com/mld/mercurynews/business/technology/16837033.htm
_________________
Today is the Tomorrow you worried about Yesterday!

HenryTo · Posted: Wed Feb 21, 2007 11:49 pm Post subject:

Intel surprises.. on the upside:

http://www.dailytech.com/article.aspx?newsid=6185

rffrydr · Posted: Wed Jan 17, 2007 6:36 pm Post subject:

Nasdaq starting to act like Vista is a bust.
_________________
Today is the Tomorrow you worried about Yesterday!

rffrydr · Posted: Wed Jan 17, 2007 10:03 am Post subject:

INtel interviewed:

http://www.cnbc.com/id/15840232?video=167061365&play=1
_________________
Today is the Tomorrow you worried about Yesterday!

HenryTo · Posted: Tue Jan 16, 2007 4:49 pm Post subject:

INTC down more than 3% in AH trading:
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Intel Q4 Profit Plunges 39 Percent
Tuesday January 16, 5:41 pm ET
By Jordan Robertson, AP Technology Writer
Intel Q4 Profit Plunges 39 Percent, Still Beats Estimates

SAN JOSE, Calif. (AP) -- Intel Corp.'s fourth-quarter profit plunged 39 percent as the world's largest chip maker endured a painful price war with much-smaller rival Advanced Micro Devices Inc. and continued to pay for a massive restructuring.

Still, Intel said Tuesday it sold record numbers of microprocessors and flash memory chips and the company managed to beat analysts' tepid expectations.

Intel said net income for the period ended Dec. 30 was $1.5 billion, or 26 cents per share, versus $2.45 billion, or 40 cents per share, in the same period a year ago.

Revenue for the quarter was $9.7 billion, down 5 percent from $10.2 billion a year ago.

Excluding one-time charges, Intel said it earned $1.7 billion, or 30 cents per share, beating analyst estimates.

Analysts were expecting the company to earn 25 cents per share on $9.44 billion in revenue for the quarter, according to a survey by Thomson Financial.

"Intel's product and technology leadership yielded a strong fourth quarter with higher selling prices and record unit shipments in the fastest growing segments of the market," Intel CEO Paul Otellini said in a statement.

The company said it expected revenue for the first quarter of 2007 to be between $8.7 billion and $9.3 billion, and that gross margin for the full-year 2007 is expected to be about 50 percent, plus or minus a few percentage points. Analysts said the margin forecast came in slightly lower than expected.

The results were announced after the stock markets had closed. In after-hours trading, Intel shares fell 20 cents, to $22.10. Earlier, the companies stock gained 17 cents to close at $22.30.

For the year, Intel said revenues were $35.4 billion, and it earned $5 billion, or 86 cents per share.

HenryTo · Posted: Fri Jan 12, 2007 10:10 am Post subject:

http://www.marketwatch.com/news/story/amd-warns-chip-price-war/story.aspx?guid=%7BE9709F76%2DE419%2D4A23%2DBA69%2D547E775A75A3%7D&siteid=yhoo&dist=yhoo

Key paragraph: "We have also heard some major PC OEMs are disappointed in AMD's roadmap and are likely to move longer-term designs back to Intel," Ross added.

HenryTo · Posted: Tue Dec 26, 2006 2:22 pm Post subject:

AMD disappoints yet again:

http://www.anandtech.com/cpuchipsets/showdoc.aspx?i=2893&p=10