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).

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
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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.
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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
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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

HenryTo · Posted: Wed Oct 18, 2006 11:30 pm Post subject:

Stock down over 8% in after-hours trading - however, my guess is that AMD should bounce pretty soon. Business, however, continues to deteriorate. AMD cannot afford any execution problems here but it looks like they're having just that.
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Falling Margins Overshadow
AMD's 77% Profit Rise

By DON CLARK
October 19, 2006; Page B3

Advanced Micro Devices Inc. reported a 77% jump in third-quarter profit but continued to suffer from a stiff price war with rival Intel Corp.

The Sunnyvale, Calif., company said its gross profit margin shrank significantly from the second period -- largely as a result of falling prices on chips that serve as the brains of desktop computers. Unit shipments of microprocessors rose 18% over that time period, but the company's revenue from that business only rose 9% sequentially.

Although AMD topped Wall Street expectations for both profit and sales, the company's shares fell 9% in after-hours trading. The stock traded at $24.23, off 25 cents, in 4 p.m. New York Stock Exchange composite trading but slid to $22.05 after AMD's earnings announcement, made after the close of regular trading.

AMD's net income for the period ended Oct. 1 was $134.5 million, or 27 cents a share, compared with $76 million, or 18 cents a share, a year earlier. The 2005 period included losses from Spansion Inc., a maker of memory chips that now operates as a separate company.

Revenue was $1.33 billion, down nearly 13% from $1.52 billion a year earlier, including Spansion, but up 32% excluding Spansion. For the current quarter, AMD predicted sales would increase from the third period but didn't say by how much.

Citing price declines, AMD said its gross profit margin was 51.4% in the third quarter, compared with 56.8% in the second period. One possible reason to cut prices: courting a big customer.

Although AMD didn't discuss any specific deals, computer maker Dell Inc. announced plans in the quarter to expand the use of AMD chips from high-end servers to PCs and other server models. "I think they gave some very aggressive discounts to Dell to bring them into the fold," said Rick Whittington, an analyst with Caris & Co.

AMD's results came a day after those of Intel, which has announced a series of new products aimed at reversing AMD's market-share gains. Though Intel executives pointed to evidence of success in that effort, AMD executives also insisted their company had still increased its share of the market -- particularly in chips for laptop computers.

But Hector Ruiz, AMD's chief executive, told analysts on a conference call that the company had encountered some manufacturing glitches while increasing the output of chips for laptops, contributing to declines in its profit margin.

Write to Don Clark at don.clark@wsj.com

rffrydr · Posted: Wed Oct 04, 2006 2:48 pm Post subject:

And Vista's now on the (coupon) horizon:

http://www.thestreet.com/_googlen/newsanalysis/techsoftware/10313015.html?cm_ven=GOOGLEN&cm_cat=FREE&cm_ite=NA

HenryTo · Posted: Tue Sep 26, 2006 10:00 pm Post subject:

Again, Intel is a full year ahead of AMD when it comes to commercializing the 45nm process:

http://www.dailytech.com/article.aspx?newsid=4334

HenryTo · Posted: Sun Sep 17, 2006 10:39 am Post subject:

Tomshardware.com on Intel's Core 2 Quadro:

http://www.tomshardware.com/2006/09/10/four_cores_on_the_rampage/index.html

Quote: "But that is just the beginning. The conversion to 45-nanometer production technology is slated for mid-2007, and starting in 2009, thanks to EUV lithography, Intel plans to manufacture 32-nanometer devices, at which point - if everything works as envisioned - the company could have a two-year technology edge over most other chipmakers."

At this point, AMD is still struggling to ship its 65nm processors to its customers:

http://www.eetimes.com/news/latest/showArticle.jhtml?articleID=193000499

HenryTo · Posted: Mon Aug 28, 2006 12:27 am Post subject:

Core 2 Duo finally arrives in quantity for notebooks:

http://www.dailytech.com/article.aspx?newsid=3961

rffrydr · Posted: Tue Aug 01, 2006 1:08 pm Post subject:

Intel whacked on inventories:

http://www.eetimes.com/news/latest/showArticle.jhtml?articleID=191600943

see Jul 20 post above.

HenryTo · Posted: Fri Jul 28, 2006 1:07 am Post subject:

Intel's "open house":

http://www.forbes.com/2006/07/27/chips-core2-campus_cx_ck_0727intel.html?partner=links

HenryTo · Posted: Thu Jul 27, 2006 10:19 am Post subject:

It has been a long time in waiting, but INTC"s latest processors definitely should not disappoint the overclocking enthusiasts:

http://www.anandtech.com/cpuchipsets/showdoc.aspx?i=2802&p=12

The only remaining issue now is the subject of availability of these processors - and we will find out about that in the next one to two weeks.