Smart1

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....

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.

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).