Excerpt from our One-Page WSJ Summary:
Summary: Intel provided details of it quad-core processors at its Developers Forum yesterday. Quad-core chips for gaming and other high-end PCs, consisting of two dual-core processors in a single package, are slated for November delivery, and should be 70% faster than Intel's dual-core chips, while quad-core Xeon chips for servers should be delivered by year-end and quad-core chips for mainstream PCs by mid-2007. Intel also announced that it has shipped five million dual-core chips since they were launched 60 days ago and a million dual-core server chips since their launch 3 months ago. AMD's product manager said that Intel's quad-core chips consume more power than AMD's forthcoming quad-core product.
Related links: (1) More details: Full WSJ article • NY Times Intel Fires Back at A.M.D. Over Bragging Rights on Chip (2) Competition with AMD: Intel vs. AMD: What Intel's Layoffs Mean Going Forward • Intel & AMD: Where the Chips Fall • Intel & AMD: Both Are Long Term Buys • AMD's ATI Purchase Means an Edge Against Intel (3) Other commentary on Intel: Two Takes on Intel • Disappointment from Intel's Communications Semi Unit Sale (4) Conference call transcripts: Intel Q2 2006 Earnings Call • Intel Q1 2006 Earnings Call • AMD Q2 2006 Earnings Call • AMD Q1 2006 Earnings Call
Potentially impacted stocks and ETFs: Stocks: Intel (NASDAQ:INTC), AMD (NYSE:AMD). ETFs: Intel comprises about 17% of the Semiconductor HOLDRs (NYSEARCA:SMH) and 9% of the iShares Goldman Sachs Semiconductor Index Fund (IGW).
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