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| User Info | Intel: Too Much, Too Far, Too Fast in forum [Ticker] | |||
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Genesis Posts: 71432 Incept: 2007-06-26 
KD^2 
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http://market-ticker.org/archives/1216-I....
---------- "The monetary base in ALL modern monetary systems is the sum of unencumbered assets against which one is both WILLING AND ABLE to borrow." - Me
2009-07-14 21:25:47
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Phif Posts: 172 Incept: 2008-08-06 Atlanta. Ga
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Looking past the headlines "slays estimates, impressive, shines" 6 month results not so hot 2009 Net Rev's 15,169B 2008 Net Rev's 19,143B Down 21% y/y 2009 Op Income 635M 2008 Op Income 4.317B Down 85% y/y rev's fit with Karl's GDP down 20-30% estimate
2009-07-14 21:40:06
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Genesis Posts: 71432 Incept: 2007-06-26
KD^2
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Look INSIDE the release at "chipset, motherboard and other" line. That's business server boards kids. Down 30% y/o/y  ---------- "The monetary base in ALL modern monetary systems is the sum of unencumbered assets against which one is both WILLING AND ABLE to borrow." - Me
2009-07-14 21:43:47
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Mezcal Posts: 838 Incept: 2007-08-04 
Benicia, CA
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Was there any specific color on their SSD line that you noticed? Lonely area of potential growth for them imho. Sorry to just ask but haven't done any dd myself on this release yet. ---------- The state controller's office fired up a pair of printing presses... - LA Times
2009-07-14 21:48:49
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Froghat Posts: 213 Incept: 2009-01-28 Banned
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Karl, jsut admit you were wrong and good times are here again!!!
2009-07-14 21:50:49
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Genesis Posts: 71432 Incept: 2007-06-26
KD^2
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Sorry, not until I see evidence that they are. Mezcal, no on the SSDs. I suspect its a huge potential revenue source but not for a few years yet. Its price that's the problem. ---------- "The monetary base in ALL modern monetary systems is the sum of unencumbered assets against which one is both WILLING AND ABLE to borrow." - Me Last modified:
2009-07-14 22:04:11 by genesis
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Dji Posts: 720 Incept: 2009-04-21
Fleming Island
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that darn 30% number keeps turning up, only problem it is to the down side. Maybe they should call them "green roots" ---------- What goes up Must come Down- Alan Parsons Project THE TRUTH HURTS! -Dji
2009-07-14 21:57:03
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Daveincsa Posts: 133 Incept: 2009-01-25 In the South
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I'm a lowly computer guy at a major company. All of our IT budgets were majorly slashed this fiscal year and who knows what fiscal 2010's budget will look like when it's finally approved.
2009-07-14 22:03:59
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Blackswan Posts: 3601 Incept: 2007-11-06
Ponzi Roller Coaster Online
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One wonders how much the declines in the mobility group revenue will effect Apple and Rimm? ---------- Last modified:
2009-07-14 22:12:46 by blackswan
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Widgeon Posts: 6527 Incept: 2007-08-30
OK Online
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If you'd have invested $100 w/ INTC in December 1996, today you'd have ... ... ... ... ... still $100.
2009-07-14 22:15:13
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Mtgspy Posts: 6121 Incept: 2007-10-27 
Online
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+ dividend. But you may also have died, or worse, sold at the low, along the way.
---------- It sounds antiquated, merchantilistic - until you figured out that I was hoarding for war.
2009-07-14 22:17:10
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Darth Posts: 305 Incept: 2009-07-07 US
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I'll go out on a limb here and say a good part of why Intel didn't do as well as they could. You can sum it up in one word... "Vista"! Vista probably hurt Dell too. Vista is probably one of the worst operating systems ever developed. It's stunning to imagine Microsoft actually paid people to make it! I don't know anyone that really likes Vista, and I've known of several people that didn't purchase PCs and full sized laptops because they didn't want Vista. Some got Netbooks with Windows XP loaded instead. This could also be contributing to the uptick in netbook sales during the past year.
2009-07-14 22:21:29
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Phirang Posts: 8824 Incept: 2008-10-25
bar khoba's revenge
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Vegetable oil monopoly (hint: Unilever ) >>> CPU monopoly
---------- The Treasury can issue debt on your behalf because the State can and will stomp the wealth out of you and your family.
2009-07-14 22:28:35
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Flapdoodle Posts: 659 Incept: 2008-01-25
La Serena, Chile
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Maybe-a-typo police... No? IBM's primary market is to enterprise customers, not consumers. I assume INTC rather than BigBlue? Still a great ticker. Falls in line with some of the reports that MSFT's Windows 7 (even while far better than Vista) is going to have a hard time being deployed in great quantities in this environment - the typical enterprise is in for a spell of hunkering down for a while with what they already have (e.g. - Windows XP)... ---------- --Smooth seas do not make skillful sailors. - African Proverb Last modified:
2009-07-14 22:31:07 by flapdoodle
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Genesis Posts: 71432 Incept: 2007-06-26
KD^2
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No, IBM. ---------- "The monetary base in ALL modern monetary systems is the sum of unencumbered assets against which one is both WILLING AND ABLE to borrow." - Me
2009-07-14 22:30:57
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Mlshawaii Posts: 466 Incept: 2009-05-13
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Gen, Talking tech is WAY out of my league, but I just read that Intel would have posted a loss if they had included a fine levied against them for anticompetitive practices. Are they talking about today's numbers? If I was an Intel investor, I'd like to know that little bit of information before I jumped for joy. ETA: Okay, I see in the press release that they did include the fine in their numbers and DID post a loss. But that's not what I thought I heard on CNBC. Anyone? http://www.nytimes.com/2009/07/15/techno.... Quote:During its second quarter, Intel’s net income fell to $1.0 billion from the $1.6 billion it reported during the same period last year. Intel earned 18 cents a share, down from 28 cents, beating analyst estimates by 10 cents. Last modified:
2009-07-14 22:53:12 by mlshawaii
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Randy123 Posts: 2006 Incept: 2008-09-24 New Jersey Online
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The title of this thread sounds like some of my previous relationships. (minus the Intel part)
---------- Mliu is my hero. Captain melamine.
2009-07-14 22:37:37
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Capeman Posts: 2169 Incept: 2007-07-12
San Diego
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I went in on the front month puts with beer money and lost too. Dems the breaks. Like you said though Karl this is setting up nicely for some LEAP PUT plays.
---------- "I believe all God's creatures have a soul... except bears, bears are Godless killing machines!" - Steven Colbert
2009-07-14 22:38:58
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Markytom Posts: 217 Incept: 2009-02-19
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I used to work for Intel in the mid-90's - stock doubled every six months - fun times. Sold most when I left but still have a few shares from then - and they're worth the same today :( Remember that Intel is shutting down four facilities this year - not so green shooty: The price cuts were just the beginning. On Wednesday, Intel said it would close close two assembly and test facilities -- one in Penang, Malaysia, and another in Cavite, the Philippines. It said it would also stop production at two wafer-production plants: Fab 20, an older 200mm wafer fabrication plant in Hillsboro, Oregon; and D2, a facility in Santa Clara, California. The changes will affect between 5,000 and 6,000 employees worldwide, Intel said. Not all those employees will lose their jobs, however, as Intel plans to offer some of them positions at other facilities, the company said. Intel will gradually close the facilities between now and the end of 2009, it said. The closures are designed to "align its manufacturing capacity to current market conditions," the company said. http://www.networkworld.com/news/2009/01....
2009-07-14 22:46:04
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Phirang Posts: 8824 Incept: 2008-10-25
bar khoba's revenge
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No one NEEDS a new computer. Everyone needs vegetable oil. Unilever wins! ---------- The Treasury can issue debt on your behalf because the State can and will stomp the wealth out of you and your family.
2009-07-14 22:47:21
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Genesis Posts: 71432 Incept: 2007-06-26
KD^2
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Mls, that was a fine out of the EU, and it was huge. One-shot. HOWEVER, their EU penetration was hurt pretty bad, with it shifting to Asia. Related? No idea. ---------- "The monetary base in ALL modern monetary systems is the sum of unencumbered assets against which one is both WILLING AND ABLE to borrow." - Me
2009-07-14 22:51:04
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Phirang Posts: 8824 Incept: 2008-10-25
bar khoba's revenge
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My brother actually is an engineer at AMD, and he says they're doing, "ok". Not great, but no layoffs anymore, travel budgets have been raised to pre-crash levels, and the co-ops and interns are back. Sustainable? Beats me, but they're selling to SOMEONE. Too bad mgmt had to dilute the **** out of the company after ATI, but that's corporate america for ya... ---------- The Treasury can issue debt on your behalf because the State can and will stomp the wealth out of you and your family.
2009-07-14 22:52:50
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Nirvan45 Posts: 1578 Incept: 2007-10-31
florida
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Still don't know if you listened to CC, I have and overall outlook is not great regardless of what this qtr rev and forecast for next. Let's not forget intc is very good at coming a while after earning to announce further bad news. To this cc Mutiple times stating consumer are not there and they don't see a good oulook from them yet. One analyst had to pull it out of them, stating enterprise is weak so did dell. Caniblizing specially celeron (I say WTF) why the hell celeron? They are expecting server replacement after three yrs, dream on Current rev and next qtr forecast is based on refurbshing inventory and build up for second half which may not come. They refused to give asp, even thu were asked multiple times by diffrent analyst. As you said people can take the headline go party with it, overall this was in no way a sign of any sort of economic recovery EDit: In regard to europe sale being weak, their respose was may be they did go into recession later than u.s and that is why they are still soft. Wait a minute your buddy dennis said today recession is over world wide and buy any kind of stock any where Last modified:
2009-07-14 23:13:43 by nirvan45
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Mlshawaii Posts: 466 Incept: 2009-05-13
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Thanks, Gen. I got confused because CNBC reported in their headline that Intel posted a profit. I thought they were cooking the books over at Intel, but I see the PR explains both sets of numbers, and they did in fact post a loss. Unfortunately, how many people are going to read the PR vs. listen to CNBC? I realize the fine was a one time thing, but still....the misdirection is amazing. Love your tickers. Last modified:
2009-07-14 23:10:22 by mlshawaii
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Unknownsailor Posts: 20 Incept: 2009-04-06 Kadena AFB, Okinawa
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I find myself wondering if Intel's sales drop off is can be explained by today's computing power having caught up with performance expectations? I suspect businesses aren't buying big iron like they used to because a) what they have works for what they need it to do, which leads to b) virtualization is taking off big time. Why buy 8 servers for what you need when you can run 8 (or more) VM environments on, say, 4 machines instead? Most of my friends that work in IT have taken to VM in a big way.
2009-07-14 23:21:45
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