Smart1's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/115724/comments http://seekingalpha.com/article/177045-intel-look-ahead-to-december-2009-quarterly-results?source=feed#comment-796468 796468 Tue, 08 Dec 2009 13:32:48 -0500 http://seekingalpha.com/article/172099-new-york-adopts-an-industrial-policy-in-suing-intel?source=feed#comment-754172 754172 Tue, 10 Nov 2009 14:32:02 -0500 http://seekingalpha.com/article/172099-new-york-adopts-an-industrial-policy-in-suing-intel?source=feed#comment-753329 753329
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...]]> Mon, 09 Nov 2009 22:43:52 -0500
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...]]> http://seekingalpha.com/article/172099-new-york-adopts-an-industrial-policy-in-suing-intel?source=feed#comment-751325 751325 Sun, 08 Nov 2009 17:46:06 -0500 http://seekingalpha.com/article/168204-intel-r-d-sitting-on-its-laurels?source=feed#comment-725702 725702 Thu, 22 Oct 2009 15:35:22 -0400 http://seekingalpha.com/article/167071-intel-continues-post-earnings-slide?source=feed#comment-719658 719658
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... ]]> Sun, 18 Oct 2009 16:21:23 -0400
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... ]]> http://seekingalpha.com/article/163806-intel-is-doing-fine-despite-european-fine?source=feed#comment-694795 694795 Mon, 28 Sep 2009 21:46:38 -0400 http://seekingalpha.com/article/161635-intel-ec-failed-to-meet-standard-of-proof-for-1-45-billion-fine?source=feed#comment-678390 678390 Tue, 15 Sep 2009 19:04:02 -0400 http://seekingalpha.com/article/157859-intel-financial-gauge-analysis-for-june-2009-quarter-update?source=feed#comment-643791 643791 Mon, 24 Aug 2009 13:57:45 -0400 http://seekingalpha.com/article/153117-take-a-closer-look-at-q2-earnings?source=feed#comment-611866 611866 Sun, 02 Aug 2009 14:45:17 -0400 http://seekingalpha.com/article/139933-gm-bondholders-vs-uaw-retirees-false-equivalence?source=feed#comment-520211 520211 Wed, 27 May 2009 17:29:00 -0400 http://seekingalpha.com/article/129569-why-now-is-not-the-time-to-own-semiconductor-stocks?source=feed#comment-453658 453658 Mon, 06 Apr 2009 13:42:14 -0400 http://seekingalpha.com/article/127159-beware-the-semiconductor-rally-barron-s?source=feed#comment-435554 435554
I realize some percentage of those components are sold through distribution but the vast bulk are sold directly to OEM's. ]]> Sun, 22 Mar 2009 14:32:19 -0400
I realize some percentage of those components are sold through distribution but the vast bulk are sold directly to OEM's. ]]> http://seekingalpha.com/article/127159-beware-the-semiconductor-rally-barron-s?source=feed#comment-435546 435546
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. ]]> Sun, 22 Mar 2009 14:24:35 -0400
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. ]]> http://seekingalpha.com/article/126669-q1-earnings-potential-winners-and-losers?source=feed#comment-431691 431691 Wed, 18 Mar 2009 23:00:25 -0400 http://seekingalpha.com/article/125853-the-15-most-cash-rich-companies?source=feed#comment-424948 424948 Fri, 13 Mar 2009 15:35:23 -0400 http://seekingalpha.com/article/125853-the-15-most-cash-rich-companies?source=feed#comment-424631 424631

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...]]> Fri, 13 Mar 2009 12:29:19 -0400

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...]]> http://seekingalpha.com/article/124901-amd-off-of-life-support-but-where-is-it-headed?source=feed#comment-419456 419456
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.

]]> Mon, 09 Mar 2009 14:01:57 -0400
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.

]]> http://seekingalpha.com/article/124019-is-intel-trying-to-offload-low-end-unprofitable-product-manufacturing?source=feed#comment-412689 412689
It is all about enabling customers to buy custom chips with an Atom core. I believe they are addressing the power in coming generations of Atom processors. I doubt the TSMC process will yield significantly lower power parts on its own.

In summary, TSMC is not going to make standalone Atom processors. They are going to be making custom parts with an Atom core for probably lots of companies making small form factor, low power computing devices. ]]> Wed, 04 Mar 2009 11:15:46 -0500
It is all about enabling customers to buy custom chips with an Atom core. I believe they are addressing the power in coming generations of Atom processors. I doubt the TSMC process will yield significantly lower power parts on its own.

In summary, TSMC is not going to make standalone Atom processors. They are going to be making custom parts with an Atom core for probably lots of companies making small form factor, low power computing devices. ]]> http://seekingalpha.com/article/121279-amd-s-spinoff-approved-but-will-it-help?source=feed#comment-394155 394155 Wed, 18 Feb 2009 17:12:30 -0500 http://seekingalpha.com/article/116388-intel-is-amd-s-foundry-a-subsidiary-or-not?source=feed#comment-368128 368128 Tue, 27 Jan 2009 19:02:30 -0500 http://seekingalpha.com/article/116388-intel-is-amd-s-foundry-a-subsidiary-or-not?source=feed#comment-367626 367626 Tue, 27 Jan 2009 11:26:02 -0500 http://seekingalpha.com/article/116388-intel-is-amd-s-foundry-a-subsidiary-or-not?source=feed#comment-367023 367023 Mon, 26 Jan 2009 20:32:59 -0500 http://seekingalpha.com/article/116388-intel-is-amd-s-foundry-a-subsidiary-or-not?source=feed#comment-366832 366832 Mon, 26 Jan 2009 15:57:33 -0500 http://seekingalpha.com/article/116388-intel-is-amd-s-foundry-a-subsidiary-or-not?source=feed#comment-366601 366601 Mon, 26 Jan 2009 12:23:58 -0500 http://seekingalpha.com/article/115009-tech-bellwethers-looking-cheap?source=feed#comment-358175 358175
You may have a point about Microsoft, however, people have been predictiing the demise of them for years but somehow they just keep on keeping on....]]> Fri, 16 Jan 2009 20:59:53 -0500
You may have a point about Microsoft, however, people have been predictiing the demise of them for years but somehow they just keep on keeping on....]]> http://seekingalpha.com/article/115009-tech-bellwethers-looking-cheap?source=feed#comment-357147 357147 Thu, 15 Jan 2009 21:57:32 -0500 http://seekingalpha.com/article/113914-spectrawatt-future-not-so-bright?source=feed#comment-350094 350094 Thu, 08 Jan 2009 16:10:45 -0500 http://seekingalpha.com/article/112360-intel-aims-to-tighten-its-control-of-the-chip-market?source=feed#comment-339450 339450 Sat, 27 Dec 2008 17:46:44 -0500 http://seekingalpha.com/article/90816-amd-to-split-in-two?source=feed#comment-233385 233385 Mon, 18 Aug 2008 16:23:55 -0400