Seeking Alpha
  • Paulo Santos
    INTC warns, AMD warns, the lousy PCRFY.OB numbers are having an effect (Gartner, IDC).
    10/11/12
    Reply (7)
    • Whitehawk: Having been here many times before on semis, this could get uglier.
      10/11/12
    • Paulo Santos: Yes, it does seem early in this particular cycle ... WIn 8 probably won't save it. I know I don't feel any urgency to get it.
      10/11/12
    • Sam Liu: In 09 and 10, INTC CEO Otinelli in the spring made profit warnings due to the same reasons, the lack of demand with 6 months later achieving
      10/11/12
    • Sam Liu: new heights. Is this crying wolf or rather why did Otellini have these profit warnings when he ought to be able to see demand for at least
      10/11/12
    • Sam Liu: 2 years. I thought he was trying to get lower priced options for workers. Any thoughts?
      10/11/12
    • Paulo Santos: Win 7 saved the day, perhaps? Win 7 was a considerable improvement.
      10/11/12
    • sethmcs: I have someone researching AMD. New chipset may sell well in notebooks. AMD is priced like a option right now.
      10/11/12