Smart1

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.

The 15 Most Cash Rich Companies

On Mar 13 10:36 AM TeresaE wrote:

> It wasn't too long ago that GM had $25 billion in cash on their balance
> sheet too.
>
> And Microsoft seems to never climb in value. People just hate Bill
> Gates and I believe it has a lot to do with off shoring & importing
> cheaper foreign workers.

Microsoft was just listed as #38 on Fortune Magazine's "100 Best Companies To Work For" list. The average hourly worker at Microsoft makes $59,420/year and the average salaried worker makes $112,399/year. The benefits are also outstanding. They do have people in other countries but it is less than the % of their business that comes from non-US sources. If you are talking about H1B people, I would bet money they are paid virtually the same as other US workers. This charge against Microsoft is totally unfounded. I don't believe you know what you are talking about...I have never worked for Microsoft but I do own a little of their stock...

AMD: Off of Life Support, But Where Is It Headed?

You didn't mention the biggest elephant.....The basic business model of "GlobalFoundries" seems to me to be impossible. To think that they can instantly be competitive in the foundry business with no experience, no customers, in a deep recession and competing against the likes of TSMC, is worse than naive. I think most people with any knowledge of that business would say it was extremely unlikely, if not impossible, for them to compete at all.

It is true that their new Middle East partner has deep pockets but they are not as deep as they were when oil was $140/barrel and they could produce and ship all they could pump. Not only has oil dropped dramatically, their production is limited. Check out the idle construction cranes in Abu Dhabi. When the huge losses begin to pile up, they will rethink their investment plans.

Finally, the middle east hasn't exactly been a world leader in state of the art technology development or production. You can say that is AMD's responsibility but the purse strings are going to be in Abu Dhabi.