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More site info...
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Forum profile page for Intel on http://investorshub.advfn.com.
This report page is the aggregated overview from a single forum: Intel, located on the Message Board at http://investorshub.advfn.com.
This forum profile page summarizes the general forum statistics such as: Users Activity, Forum Activity, and Top Authors, which are reported in either a table or graph below for a given reporting time period.
Additional forum profile information for "Intel" on the Message Board at http://investorshub.advfn.com is also shown in the following ways:
1) Latest Active Threads
2) Hot Threads for Last Week
Warning: These statistics are generated using 'best efforts' and can experience delays and reporting errors at times. Please note that such statistics do not constitute a forum's popularity and/or exact posting volumes at any given reporting period.
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Posting activity on Intel:
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Week
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Month
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3 Months
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Threads:
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649
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1,520
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2,479
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Post:
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659
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1,537
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2,499
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Intel Posting activity graph:
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Top authors during last week:
user's latest post:
[i]No longer does AMD have to...
Published (2009-11-14 13:58:10)
No longer does AMD have to fight tooth and nail to get volume. It could now focus on niche, high margin markets/products where Intel doesnt compete directly and be very profitable. If there's a profitable niche somewhere, why wouldn't Intel compete? I'm beginning to see this deal as Intel bought all of AMD's excuses for $1.25 Billion. Not a bad deal at all.
user's latest post:
[i]FPG, Bullsh&^ They...
Published (2009-11-14 00:56:40)
FPG, Bullsh&^ They (gloFlo) haven't built any fabs yet. Keep shaking your green pom poms. Ronster FAIL
user's latest post:
http://reseller.co.nz/reseller.n...
Published (2009-11-14 09:57:51)
http://reseller.co.nz/reseller.nsf/inews/0023F3AC369CAE30CC25766C007176E4 AMD settlement won't blunt Intel R&D, exec says Analysts say cash infusion will attract investors to AMD; get antitrust monkey off Intel's back "This means AMD will stop pushing on the FTC and states to pound on Intel. And Intel will be able to focus on business and not do brand damage control, discovery, [and the like]," Enderle said. "Like...
user's latest post:
Mas, looks like the AMD...
Published (2009-11-14 11:34:33)
Mas, looks like the AMD marketing folks can't even get their story straight ... Tenchu
user's latest post:
[i]It could now focus on niche,...
Published (2009-11-14 14:27:41)
It could now focus on niche, high margin markets/products where Intel doesnt compete directly If there is part of the x86 processor market that is 1) high margin, and 2) too small to interest Intel, what makes you think servicing it will generate enough revenue and profit to support AMD? If you compare their potential starting points in their current x86 design portfolios and their available design resources what makes you think AMD can...
user's latest post:
Yes, those seekingalpha...
Published (2009-11-14 22:37:28)
Yes, those seekingalpha transcripts often have funny errors. "Their forbearing" rather than "therefore bearing" was another I saw.
user's latest post:
Interesting discussion here, too:
Published (2009-11-13 13:05:32)
Interesting discussion here, too: http://episteme.arstechnica.com/eve/forums/a/tpc/f/77909774/m/574007521041?r=247003941041#247003941041 Smooth
user's latest post:
The take away is that the...
Published (2009-11-13 11:27:09)
The take away is that the settlement of the IP/subsidiary agreement was the platform for settling the anti-trust case. That agreement called for in house council for both companies to meet and confer over the issues in that IP contract. I have not yet seen a copy of the settlement and when I do, I have heard that the IP term details are contained in an unpublished addendum.. But I would hope that the agreement limits GF from using Intel IP for...
user's latest post:
The perils of running fabless:
Published (2009-11-14 10:08:57)
The perils of running fabless: http://www.extremetech.com/article2/0,2845,2355819,00.asp AMD Can't Meet Demand For Latest Radeons "We've had a great reception for the products, and we haven't been able to keep up with demand," Skynner said. However, AMD is "ramping [production] aggressively" during the fourth quarter, he added, and some of the back-end constraints will be eliminated during the first quarter...
user's latest post:
Adding a second integer core to a
Published (2009-11-14 02:54:35)
Adding a second integer core to a Bulldozer module increases AMD's die spaced by ~5%. But we get an 80%+ performance increase. I think a '0' has been missed in between the '5' and the '%' ;-) p4 http://amd.com.cn/chcn/assets/content_type/DownloadableAssets/Chuck_Moore_6-10-05.pdf
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Latest active threads on Intel::
Started 13 hours, 50 minutes ago (2009-11-15 16:28:50)
by mas
It's the truth and I do confess when I finally realize I was wrong about
something. I really am here to contribute positively and I think Intel make
great products and I really was interested in seeing you shareholders
benefit and hopefully you will now Intel finally has the right business
strategy. I also think it's not really fair you are now fighting a country
via its proxy AMD although I do ...
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Hot threads for last week on Intel::
Started 2 days, 7 hours ago (2009-11-13 23:17:59)
by tatertot
Sorry, didn't think it crossed the line, or rather, was actually really
"partisan" in a strict sense (perhaps intraparty factionalist? :) ), but on
reflection, might be a distraction.
Started 2 days, 7 hours ago (2009-11-13 23:16:44)
by Elmer Phud
fpg -- If only doing was as easy as talking.
Started 2 days, 6 hours ago (2009-11-13 23:58:40)
by fastpathguru
But surely you do not disagree with the original claim that TSMC wins over
GloFo are bad for AMD and good for Intel? Surely TSMC wins using Intel IP
are good for Intel. Not convinced that there isn't enough demand,
long-term, for cutting edge GF foundry development. Like I said, the
dynamics of the market have changed; Even if AMD had not spun off GF, the
dynamics would be utterly different right...
Started 2 days, 6 hours ago (2009-11-13 23:57:09)
by Professor MD
Started 1 day, 21 hours ago (2009-11-14 09:16:27)
by Elmer Phud
There has never been an x86 manufacturer of AMD's caliber running on a
fabless model. AMD is not an x86 manufacturer. They are an x86 designer who
needs to use a foundry with a process designed by a committee. They will
rely on not terribly friendly external production teams who are already
supporting multiple other products. If they choose to use multiple
foundries they will have multiple ...
Started 1 day, 18 hours ago (2009-11-14 11:43:14)
by Elmer Phud
And that means that somehow or other AMD has to bear them. With GloFlo off
AMD's books I don't see how they have to bear those costs. GloFlo can't
charge the under utilization costs to AMD for wafers can they? Won't AMD be
just another customer and GloFlo will have to charge something resembling
market rates?
Started 1 day, 16 hours ago (2009-11-14 13:24:05)
by tatertot
Elmer, from the Q1 AMD CC: Serena Pajore – CLSA Hey, Bob, just a question
on gross margins. You said the factory utilization is impact in the gross
margin both on a consolidated basis as well as for the Product Company.
I’m just wondering, I was under the impression that the Product Company
is more or less a [fabulous] company and I’m just wondering how the fixed
cost is allocated between these ...
Started 1 day, 15 hours ago (2009-11-14 14:27:41)
by chipguy
It could now focus on niche, high margin markets/products where Intel
doesnt compete directly If there is part of the x86 processor market that
is 1) high margin, and 2) too small to interest Intel, what makes you think
servicing it will generate enough revenue and profit to support AMD? If you
compare their potential starting points in their current x86 design
portfolios and their available ...
Started 1 day, 3 hours ago (2009-11-15 03:15:59)
by Saturn V
I am vacation travel and have not had a chance to comment. My thoghts are:
A. AMD gets a fresh lease on life. The Intel cash,the end of the legal
shadow over the Foundry aggreement, and the ability to download the Global
Founderies stock give AMD the financial headroom to try out the new
business model. It can also raise more capital now. B. Intel could have
settled early this year for a lot less...
Started 13 hours, 50 minutes ago (2009-11-15 16:28:50)
by mas
It's the truth and I do confess when I finally realize I was wrong about
something. I really am here to contribute positively and I think Intel make
great products and I really was interested in seeing you shareholders
benefit and hopefully you will now Intel finally has the right business
strategy. I also think it's not really fair you are now fighting a country
via its proxy AMD although I do ...
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