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 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....

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.

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.

AMD's Spinoff Approved - But Will It Help?

This might be the dumbest thing any business ever did..

Intel: Is AMD's Foundry a Subsidiary or Not?

Then you certainly should know better.....

Intel: Is AMD's Foundry a Subsidiary or Not?

I have had hundreds of millions of dollars worth of parts fabricated in foundries. You will never understand.....Go ahead and buy some AMD stock....!!!

Intel: Is AMD's Foundry a Subsidiary or Not?

Building your own stuff is far different than building somebody else's at a competitive cost....By the way, AMD is also the only semiconductor company in history to lose $6.5Bn (with a B) in two years. I don't call that competing....Their losses in Q4 were greater than their revenue. What customer company in their right mind would put a critical design into a company in that much trouble (who has never done foundry work before)...?

Intel: Is AMD's Foundry a Subsidiary or Not?

When that deal started, oil was $150/barrel. The Abu Dhabi people are not stupid, they will realize the problems of this deal eventually, if not already. You don't find customers for a semiconductor foundry by advertising. You find them by demonstrating reliability and competence in that business, neither of which AMD or their partners have. I can't believe anyone still believes that fab in NY will be built any time soon, if ever.

Intel: Is AMD's Foundry a Subsidiary or Not?

I will ask the same question I have asked on other forums. Even if "The Foundry Company" is allowed to go ahead with the X86 stuff (which does not sound likely), how do they hope to compete with the likes of TSMC, Chartered etc.....????. That would be almost impossible even if they were on a level playing field with those companies but they are not. First, their fabs are in Germany and potentially New York (no way that will ever happen). Second, being in the 3rd party semiconductor manufacturing business requires an extensive and complex customer interface infrastructure which "The Foundry Co" appears to lack completely. Thirdly, and perhaps most important, it requires customer confidence. Customers know how difficult some of this stuff is and will take years to build confidence in a brand new supplier (especially one also building their own [AMD's] product in the same fabs).

AMD To Split In Two?

They cannot sell the rights to make X86 processors....or they would have done what you suggest a long time ago (well, if they had any sense, they would have).