principle

AMD Reinstates Pay Cuts

Nice, the company has its stride back, with good things to come. Imagine the power AMD can bring you when on level playing field for manufacturing feature size with Intel. And spend more on R&D while making higher margins from spinning off their foundries and debt.

Intel: EC Failed to Meet 'Standard of Proof' for $1.45 Billion Fine

Its just a bunch of bull, now companies get to decide what the rules are??? Why is anyone allowing the defendent to say what the requirements of the court were. It is not their place, and its unethical.

Intel expects the court to predict what a future would be like if Intel didnt break the law????

Overbought Stocks

None of the market weenie statistics can be applied right now. the only comparison you can use is Black Friday, comparing it to March 2009.

Is it overbuying or just people taking their profits on a market correction?

AMD is different from AIG, AMD is an honest company that produces something that someone saw value in and invested in to keep them alive and make them more competitive. AMD has better fundamentals than they did a year and even two ago. AIG had to bailed out and is only a service provider.

Intel Look-Ahead to September 2009 Quarterly Results

If you think Intel is going to post some mind numbing results think again. The only way Intel comes up with these numbers was closing plants and laying off people all over the world. How anyone would expect them to potentially report higher earnings is a wonder. They are going to have to climb out of this recession and it will be a while until they grow bigger than they were last year.

This article is right on the money.

Cramer's Stop Trading! Follow Paulson into Citi (8/27/09)

Its funny to read the comments of people that short the market, people speculating bad poking fun of those speculating good.

P/E ratios is only one factor to look at. And how are they record highs???? You using a quarterly take on that, weekly? How much is a company worth, P/E is not the end all of value.

Plenty of Upside for AMD?

Intel, because of AMD, has had to make better products than the crap they used to sell everyone at extremely inflated pricing. So Intel has good cpu products now, but they had to catch up to AMD. Why people dont recognize this is a wonder to me. Intel is very shifty, they should take responsibility for thier illegal activity, but because they are back on the top of performance, they make it seem like they were chosen for technological superiority and not just the rebates. Well they had to force people not to sell AMD because AMD was technologically superior at that time, but the community at large has short memories, and the blogging generation never bought a POS PI, PII or P4 for $3K with crappy performance. Now I had a late model PIII and an Athlon that outperformed the P4s. Since then it has been Athlons all the way.

EU's Intel Ruling: Any Real Benefits for AMD?

Lets see, AMD operates in the EU, so I think AMD will benefit from the proceeds in some way. And it gives them ammo in the US suit that AMD itself has filed. So the Japanese, Koreans and Europeans all found Intel guilty, what do you think the US will do????

AMD Rolls Out Six-Core Chip Positioned as 'Value Play'

Wow, nice work AMD.

And to think so many people had written them off. Glad I quadrupled down at $2, I'll see them through to $20 by Christmas 2010!

I also bought into Intel though, and it isnt going anywhere but up from here.

Both companies are doing very well, but AMD has the best designers.

Dell Goes with Via for Ultra Energy Efficient Server

If its one thing VIA makes its no power stuff, so it may take 12 VIA servers pulling 30 watts each (180-360W) to do the work of one dual Quad Opteron system at 100-300 watts.

AMD Takes Back Some Market Share from Intel

Well, lets see
AMD did get a huge investment from our oil friends in the desert
Breaking ground on their New York facility
Dominating in the graphics business
Build the highest value PCs

And now some big market share gain.

Funny how things work out when everyone bets on bankruptcy just a few quarters ago.

Seven Stocks Worth Avoiding

I don't think the numbers are even accurate, either non-adjusted or whatever its showing more negative than reality to make a point.

Nvidia's Fourth Quarter: As the Semiconductor Bellwether Turns

Intel doesnt have to make a great graphics card for it to be a success, thats the beauty of it. Intel can just make it and sell it cheaper to system builders for all of the baseline systems that want something more than an IGP, or additional display ports. Its beautiful for Intel to increase margins for each PC sold, while squeezing Nvidia out of the low end to mid market completely, since AMD isnt going to use Nvidia cards. Nvidia is also being completely squeezed out of the IGP market with Nvidia not allowing Nvidia to build chopsets for Nehalem, so no more Nvidia IGPs in Desktops or laptops, unless Nvidia starts making their own systems with better processors than their using in their netbooks now. Nvidia can have the performance crown for the ridiculous amount they charge for it, but they are going to need to come up with a really good strategy very soon or they are going to lose half of their business.

Rumors Cloud the Intel - Nvidia Turf War

This is the dumbest article I have ever read, rivals the ignorance on most Intel biased AMD articles.

High performance computing, not based on x86? The Ion cannot compete with the real high performance cpus, like C2Ds.

Are we talking about cpus or gpus or the new Nvidia ARM based combination? I like ARM, designed a few ASICs with an ARM processor, but they are not high performance.

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

You paid for them, you received the items? Did you design or develop them, did you negotiate the IP licenses, did you manage the foundry tape outs and testing and dicing, or just the easy production part? I have done a lot of work with more than one foundry from concept to production, from 300nm to 90nm feature sizes.

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

selling foundry time will make them more competitive. they run the foundry now. They have the services, their people deal with thier people, now they just have to deal with more people. How is building other people stuff far different, explain it. Technically its very the same, its just customer service wise different. Now their people will be more fully utilized. How many of anything have you ever designed and had fabricated at a foundry?

Its a capital investment cost, and a price war where they lost money, somewhat on purpose to try to gain marketshare, but it was a dumb management, not incompetent technicians and engineers. Look at the flash industry, none of them really do great either trying to be competitive.

Its not AMD either so no they havent lost $6.5B, its a "new" company, different venture. The best part of AMD, the pure fabrication side is in question, not thier dumb management.