Smart1

New York Adopts an Industrial Policy in Suing Intel

I guess you will never understand...

New York Adopts an Industrial Policy in Suing Intel

You AMD supporters must know nothing about the industry or the history of Intel and AMD. AMD has been a 3rd rate company for 40 years and has been trying to drag Intel into court for the bulk of that period. AMD HAS NET LOST MONEY FOR THAT ENTIRE 40 YEAR PERIOD. Intel has been a world leader in both product and process development and been very profitable over virtually entire period. Intel does incredible things for community service, charities and the environment etc. I have never heard of AMD doing anything significant like that. The AMD CEO (until a couple of months ago) may soon be indicted for insider trading. There is no comparison in the ethical/community service aspects of these 2 companies. Intel gives discounts if you buy more parts. That is not against the law. This NY attorney general deal is nothing but a scumbag politician trying to get votes by appearing to protect AMD/Global Foundries and their potential upstate NY fab (which will never be built anyway).

It is unbelievable to me that anybody can possibly think AMD is the good guy or some kind of victim here. It is not so now and it never has been. Wake up...

New York Adopts an Industrial Policy in Suing Intel

I can't understand why so many people don't understand simple volume discounting... You buy more parts, you get a discount...It must be a "Everybody hates the Yankees" thing. I honestly believe that, over the years, Intel has been a much more ethical company than AMD. Hector Ruiz (ex AMD CEO and just resigned GlobalFoundries CEO) may soon be indicted for insider trading....There was an Intel guy indicted in the same case but he was a very low level guy not involved in running the company. Intel is very big in all kinds of community service, charitable and environmental projects. I don't ever recall seeing anything like that from AMD. You (and Cuomo) have it all wrong, AMD is the bad guy here. Although Cuomo himself is pretty bad with this blatant political act trying to interfere where he has no jurisdiction and absolutely no understanding of what he is talking about...

Intel R&D: Sitting on Its Laurels?

I don't think I have ever read an article that has less relevant information than this one....

Intel Continues Post-Earnings Slide

These guys that are thinking that the PC manufacturers are building a bunch of inventory just don't understand the business. There is no industry that is more inventory aware than the surviving PC guys (unless it is the toy mfrs just before Christmas or an ice cream company when the power goes out.

Besides that, a huge % of Intel's business is in Asia which doesn't have anything to do with America consumers. Also, Intel indicated very clearly that channel inventory was not a problem. I would bet my house that they know a hell of a lot more about it than AMD or any of these moron analysts...

Intel Is Doing Fine Despite European Fine

Remember you heard it here first. When this thing gets into the appeals court, it will be overturned completely or the fine will be drastically reduced (to less than $100M). By the way, the fine was approximately $1.4Bn, not $1.6Bn.

Intel: EC Failed to Meet 'Standard of Proof' for $1.45 Billion Fine

They should get that $1.4 Bn back.....Maybe they will give it to the shareholders. That should be about $.28/share....

Intel Financial Gauge Analysis for June 2009 Quarter: Update

Why would you even include the fine in any kind of analysis...???? It certainly is extremely unlikely to occur again. It is more likely to be reversed entirely on appeal to a real court.....

Take a Closer Look at Q2 Earnings

My guess is that they will get most of that $1.45Bn back on appeal. It was the biggest business railroading I have ever seen. Most people thought it was a big deal when eastern Europe dropped communism. No one seems to have noticed that western Europe has embraced it (at least in the EU business forums).

GM Bondholders vs. UAW Retirees: False Equivalence

My heart isn't out to anyone. The UAW is partly responsible for the situation. They have been robbing the American public for 50 years. Only after the foreign cars became available did we start to realize how much we were being screwed by the American auto makers and their union. They deserve far less than what they will probably get.

Why Now Is Not the Time to Own Semiconductor Stocks

I see, the time to buy stocks is when earnings and revenue are at record levels.

Beware the Semiconductor Rally - Barron's

One more thing I can't resist. The comment about inventory restocking is total BS. No systems company (even phone mfrs) stock microprocessors or memory chips or any other components because of the constant downward pressure on price (as new, better parts become available). Consequently those parts can depreciate very quickly. I would bet my house that major PC manufacturers maintain 2 days max of microprocessor inventory and maybe 3 or 4 days of memory chips. This well known fact makes your restocking comment makes the restocking comment ridiculous and unfortunately reveals how much you know about the industry.

I realize some percentage of those components are sold through distribution but the vast bulk are sold directly to OEM's.

Beware the Semiconductor Rally - Barron's

"But until end demand improves, a lasting recovery is unlikely."

Surely you can come up with something more insightful than that....

By the way of the 41 analysts that cover Intel, 12 rate it a strong buy, 11 rate it a buy, 16 rate it a hold, only 1 rates it an underperform and only 1 rates it a sell. So 39 out of 41 say keep it or buy more, 12 of them say buy a lot more.

How are articles like this allowed to be published, completely devoid of any research or thought? Barron's used to provide insight and valuable knowledge about the financial world. Unfortunately, it has deteriorated to reporting unbalanced rumors and baseless conclusions. This kind of irresponsibility is why I am no longer a subscriber.

Q1 Earnings: Potential Winners and Losers

I think the Intel 3 cent estimate is very conservative. Their Q4 2008 number was low because of a write down of almost $1B. Without that, I think they would have been over 20 cents. I understand that Q1 revenues will be lower but, assuming there is not another big write down, I don't see the earnings falling that much. I kind of roughed in the numbers and came up with 12 to 15 cents. Granted there are several high impact variables but I tried to take a conservative position on most of them and still came up with 12 to 15 cents.

The 15 Most Cash Rich Companies

That would have been good information to have included in the article....would have made it relevant.