amdman

Intel Stumbles in Discrete PC Graphics Market

The really funny part of this fantasy graph is when you click on it and get the graphs for all the other parts of NVidia, strait slope down for all of them but this one.
Of course this graph is at least one quarter out of date, as it does not have ATIs new chips just introduced which have been crushing NVidia in sales and benchmarks for Desktop Discrete Graphics.
Apple was half of NVidias integrated graphics sales, but Apples new iMacs now also use ATI. Tech sales collapse.

New York Adopts an Industrial Policy in Suing Intel

How much did Intel pay you to print this?
There are plentiful reports that Intels Market Development Funds to Dell amounted to 110% of Dells profits. The good news is that even this was not enough, Intels monopoly greed and waste still made the deal uneconomic, so Dell ended it and started selling AMD chips.
The only time Monopolies work is when they pass on part of their superior cost savings to their customers. And that never lasts, greed causes fools to kill the goose that lays the golden eggs.

Qualcomm's Future Growth Should Come from Smart Books

Pump and dump.
The new 4G standard obsoletes Qualcomms proprietary 3G network.
Apple (and others) refuse to make phones that will work with QCOMs obsolete network, and QCOM makes all of its money off this dead end tech.
Is this the next $3 tech wreck? ($42 today)

AMD Reinstates Pay Cuts

This is the most misleading title and description of what really happened that I have ever read. Some Wall Street firms that are short AMD must really be hurting.

Read something that makes sense instead:
AMD Revokes Employee Pay Cuts
blogs.barrons.com/tech...

Take a Closer Look at Q2 Earnings

After paying out its ~$1 billion dollar dividend a quarter Intel does not really make much.

AMD: Expenses Must Be Aggressively Reined In

The key for AMD is market share (without reduced ASPs) and they know it.
At 30% market share AMD becomes insanely profitable, and Intel becomes a break even company headed to $3. With those volumes Intel loses its monopoly leverage, and AMD becomes immune to Intel pricing actions.
Intel knows this as well, which is why they broke anti-trust laws to keep AMD below 20% market share.

AMD Has No Answers for Intel's Assault

That last quote started off ridiculous and went absurd quickly.
The remainder of the year AMD is replacing all of its old slow 60nm Athlon offerings with faster lower power 45nm Phenom based offerings. This changes the economic landscape in AMDs competition with Intel.

Intel: Growth Has Been Formidable

Intels sales growth over the past decade has been 0%, despite a growing economy, so claiming 7% growth for Intel is crazy.
Intel spent tens of billions buying back stock at $25, now we sit at $15. Squandered the money they made in the bubble years.
All of this is speculation is based off of dividend growth, but Intel is currently spending 100% of its cash flow to pay that dividend.
I do not doubt that the Wall Street crooks might run this stock up to $22, but its just as likely that Intel will be the next Tech Crash $3 company. Knowing Wall Street both these things will happen.

Why I'm Buying Micron- Part II

DRAM technology is reaching the limits of how small the capacitors that hold the charges can be scaled down. Other technology has caught up so the embedded folk have moved the memory (EDRAM, etc) onto there own chips instead of buying separate DRAM chips.
In another ~2 years or so all the chip makers will switch to RRAM, which can be done as a top layer on existing chips.
DRAM is as dead as NVDA, a zombie on the chopping block once Intel moves graphics onto the CPU.

Surviving Semi Downturn: Five Stocks That Will Thrive After 2009, Part II

AMD is redesigning the ATI chips to integrate them into the CPU chip.
Intel is doing the same with its graphic chips.
NVidea has no future and is about to crater, which does not even count that ATI is crushing NVidea, and that NVidea will not have a competitive graphics chip for another year.

NASDAQ Short Interest Schedule

According to Jim Cramer of Mad Money that short number is just the retail short, does not include the hedge funds or Wall Street firms. As such the number is almost irrelevant, it costs money for the real numbers, and doubt you could trust them anyway...

Intel Aims to Tighten Its Control of the Chip Market

Intels sales terms are confidential. (secret)
The Atom uses the same bus Intel has used for a decade for its processors, so any of Intels chip sets could be used.

Intel has decided that Atom customers only want an obsolete crippled power wasting north bridge chip. A 20 watt north bridge is such a good choice for a 2.5 watt chip, this north bridge completely wastes the power advantage Atom was supposed to have, now the complete package draws the same power as VIA and low end AMD chips, while being slower than either.

Intel says that Atom pricing and leverage is not designed to put VIA out of business, so that VIA does not become another AMD. No these low prices are to create a new market for low power devices, opps, Atom with chip set is not low power...

Its just an accident that PC venders quotas are limited to 20% AMD chips, all these different volume discounts each vender gets are volume discounts, which are legal, not market share manipulation that is not legal... wink, wink, nudge, nudge...

Intel, AMD: Still Room to Fall Further?

I did think this was one of the best financial reports on INTC and AMD I have ever read, most try to hide the truth that Intel is spending all its income supporting its stock price, and other white lies and misinformation.
Sorry to nit pick.
Also AMDs market cap is less than 3% of Intels, while having ~15% revenue share and ~24% unit share.

Intel, AMD: Still Room to Fall Further?

You got the revenue estimate wrong, and failed to point out the high short interest in AMD, and that you cannot go short below $5. These shorts will need to buy when AMD rises again, volitile swing up AMD will have one day soon.
"Revenue from continuing operations rose to $1.78 billion. After excluding license sales, revenue was $1.585 billion, ahead of the average analysts' estimate of $1.48 billion, according to Reuters Estimates."

As Nvidia Struggles, So Do AMD and Intel

All Nvidia G84 and G86s are bad
www.theinquirer.net/gb...