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CSM/AMD Vs Intel
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Nostradamus
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16-Aug-2006 17:20
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TSMC, the world's top contract chip maker, expects its 2006 sales growth to be close to 20%, its chairman said, even after the Taiwan firm forecast a dip in third-quarter revenues last month. "Third-quarter sales will be a bit lower than the second quarter, but it will still be much better than last year's third quarter," Morris Chang told reporters after a luncheon with a group of industry executives. Chang's comments came after his company posted an 85% jump in second-quarter earnings and flagged a fall in profit margins and revenues for the third quarter due to high inventories among its customers. Before the quarterly result and third-quarter guidance, Chang said in May that TSMC expected 2006 revenue of $10 billion, which would be 22 percent higher than in 2005. Despite a small revision, the forecast was largely in line with analysts' expectations. For 2006, TSMC is expected on average to garner sales of T$317.95 billion up 18% from last year, according to forecasts from 20 analysts surveyed by Reuters Estimates. While TSMC has said the inventory overhang could persist through the end of the year, Chang said the current down cycle was a small one and that the impact on the firm's profits would be limited. While pricing pressure lingers, TSMC has said it would allocate more money for R&D and further develop advanced technology. TSMC left its capital expenditure estimate for 2006 unchanged from the original outlook between $2.6 billion and $2.8 billion. |
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billywows
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16-Aug-2006 06:51
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HP to fare better than DELL (from Forbes.com). Understand that DELL will increase price in a few months time. ------------------------------------------ Bad batteries, after all, can be swapped out relatively easily. But Dell has been underperforming financially for a year. When it warned investors late last month that it wouldn't hit its quarterly numbers on Thursday afternoon, it marked the third time in the last four quarters that Dell missed Wall Street's expectations. The company's excuse at the time: "Aggressive pricing in a slowing commercial market worldwide." That's got to be worrisome for investors who have already seen what the combination of a price war and declining demand have done to chip giants Intel (nasdaq: INTC - news - people ) and Advanced Micro Devices (nyse: AMD - news - people ), which posted lousy quarters and cut back their future projections. Now they are bracing for similar results from Dell and competitor Hewlett-Packard (nyse: HPQ - news - people ), which reports financial results late Wednesday. Dell is expected to earn 22 cents per share on sales of $14 billion. The recall will further mar the financial results for the Round Rock, Texas-based company, as replacing the batteries could run around $200 million, most of which will likely be incurred during the current third quarter. But while Dell's future still looks cloudy, HP seems to have been weathering the storm nicely. HP seemed to get stronger during the past year as Dell weakened--and its stock price reflects this, pushing Tuesday to another multiyear high near $34--but much of HP's strength during the past year has stemmed from cost cuts and improved execution. Analysts expect HP to earn 47 cents per share on sales of $21.8 billion. HP needs to prove it can spark growth across all of its product lines. To boost its software unit, HP agreed last month to buy Mercury Interactive for $4.5 billion in cash. But it's PC unit, which accounts for 30% of its total sales, hasn't gotten any assistance in its battle with a desperate Dell. So far, they've held their own by managing to eke out growth without sacrificing their meager profit. Operating margins in HP's PC group remain the lowest in the company, at under 5%, but the company's previous few quarters showed good progress toward improving the sales mix toward more profitable notebook computers and in trimming costs. During the second quarter, Dell ranked first in global PC shipments with 17.7% of the market, and HP ranked second at 14.8%, according to Gartner. Dell's market share increased a tenth of a percentage point from the same quarter last year, while HP added four-tenths of a point. More tellingly, HP has been expanding its foothold where Dell is strongest, in the U.S. Dell's leading market share held steady at 32% in the second quarter from the same period last year, while HP grew its share to 18.9% from 17.4%, according to Gartner. |
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billywows
Elite |
16-Aug-2006 06:22
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DELL's 1 year chart below. It has a 52-week high of 37.13 and a low of 18.95. Closing price today at 22.08 (up 3.95%) - despite 4m laptop computer recall for faulty battery. Funny note here: We had a May rally 3 months ago, but DELL was already on a down trend in April! Let's see what happens this Thursday on its earnings. Its results will have huge impacts on the tech markets being the biggest PC marker on Earth. Get ready ... |
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billywows
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16-Aug-2006 05:31
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Looking forward to DELL to shake and move the tech market up or down this Thursday ..... watch out for it!!! ---------------------------- Chairman Michael Dell, Chief Executive Officer Kevin Rollins, and Chief Financial Officer Jim Schneider will discuss the company's second-quarter results and take questions from investors. Audio of their remarks, along with financial presentation slides, will be accessible at www.dell.com/investor.
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billywows
Elite |
15-Aug-2006 22:39
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Linux Networx and Next-Generation AMD Opteron(TM) Processor Power Fleet Numerical Meteorology and Oceanography Center Tuesday August 15, 9:03 am ET Fleet Numerical Transitions Environmental Modeling and Weather Prediction From Legacy to Open Supercomputing With Linux Networx Supersystems Fleet Numerical Transitions Environmental Modeling and Weather Prediction From Legacy to Open Supercomputing With Linux Networx Supersystems SALT LAKE CITY, UT--(MARKET WIRE)--Aug 15, 2006 -- Linux Networx, The Linux Supercomputing Company, today announced that it will use Next-Generation AMD Opteron(TM) 2000 Series processors in a Linux Networx Supersystem for the US Navy's Fleet Numerical Meteorology and Oceanography Center (Fleet Numerical). The system will extend Fleet Numerical's high performance computing (HPC) infrastructure by 5 TFLOPs peak bringing the total center's capability to over 10 TFLOPS peak. Linux Networx was selected for its proven leadership in creating next-generation Linux Supercomputers and for its ability to support customers in their transition from more expensive legacy systems to the price/performance advantages of open Linux Supercomputers.
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billywows
Elite |
15-Aug-2006 22:38
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Appro Introduces New XtremeServers Based on Next-Generation AMD Opteron(TM) Processors Tuesday August 15, 9:00 am ET MILPITAS, Calif., Aug. 15 /PRNewswire/ -- Appro (http://www.appro.com ), a leading provider of high-performance enterprise computing systems plans to unveil its new XtremeServers based on Next-Generation AMD Opteron(TM) processors at LinuxWorld Show, booth number 1028, San Francisco Moscone Convention Center. The servers will be available beginning late August 2006.
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billywows
Elite |
15-Aug-2006 22:35
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IBM Extends X86 Product Portfolio With Next-Generation AMD Opteron Processors Tuesday August 15, 8:00 am ET New Energy-Smart Business Computing Systems Leverage IBM "CoolBlue" Innovation New Energy-Smart Business Computing Systems Leverage IBM "CoolBlue" Innovation ARMONK, NY--(MARKET WIRE)--Aug 15, 2006 -- IBM (NYSE:IBM - News) announced today the availability of new BladeCenter and System x servers based on Next-Generation AMD Opteron processors. Previewed on August 1, 2006 with AMD (NYSE:AMD - News) in New York City (http://www-03.ibm.com/press/us/en/pressrelease/20045.wss), the new systems from IBM are optimized to deliver energy-smart business performance computing.
IBM was the first major vendor to market with AMD Opteron processor-based systems in 2003 and is now one of the first vendors to ship Next-Generation AMD Opteron processor-based platforms. |
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billywows
Elite |
11-Aug-2006 10:10
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CSM strong today ........ | ||||||||||||||||||||||||||||||||||||||||||||
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billywows
Elite |
10-Aug-2006 06:38
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Another win for Intel! --------------------------------- Intel Wins a Sprint By Sprint Nextel's (NYSE: S) decision to select WiMAX as the foundation of its next-generation wireless Internet network system is a major victory for Intel (Nasdaq: INTC). WiMAX, which is short for Worldwide Interoperability for Microwave Access, is a standards-based wireless technology that provides high-throughput broadband connections. Think of it as a faster version of current Wi-Fi technology, able to cover vastly larger distances. When fully enabled, the system will give users -- including Sprint customers -- the bandwidth they need to stream videos to their cell phones or download songs directly to their portable music players, among other data-intensive activities. Sprint's choice of WiMAX is great news for Intel, because it's a major supplier of WiMAX chips. A growing audience for this enriched multimedia environment should keep chip demand growing, which in turn should help Intel regain some of the momentum it has lost to Advanced Micro Devices (NYSE: AMD) over the past year. The decision will also benefit Motorola (NYSE: MOT), which is building much of the WiMAX infrastructure. Perhaps more significant for Intel, however, are the future applications that WiMAX will enable. I've written before about Intel's long-term plans, and I've come to believe that as computer chips move beyond cell phones and laptops to become embedded throughout our environment -- even in our bodies -- WiMAX's type of ubiquitous communication will come to be viewed as an essential element for navigating, prospering in, and surviving in tomorrow's brave new world. The WiMAX system is not expected to provide nationwide coverage until at least 2008, but Sprint's decision to select that standard gives Intel a big victory in the first leg of what will be a very long and important race. |
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billywows
Elite |
09-Aug-2006 23:32
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Recent summary on AMD vs Intel ........ Sounds real good on AMD.
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How AMD made it a fight
Better chips and an expanded product line put Intel on the defensive, says Fortune's David Kirkpatrick.
 (FORTUNE Magazine) -- AMD is going after Intel in court, but it has already struck where it really hurts. After 20 years of unequivocal Intel supremacy, the market for x86 microprocessors has finally become - and for the foreseeable future will remain - a two-horse race. Says a very senior executive at a major PC company: "AMD is here to stay." Each of the top three PC makers is now a customer. AMD's biggest recent victory was landing Dell (Charts). The largest PC maker decided in May to end its exclusive relationship with Intel and put AMD's top-of-the-line Opteron processors into some servers. In early August, IBM (Charts) announced a new line of Opteron-based servers. AMD (Charts) now powers more than a quarter of all x86 servers worldwide. Hewlett-Packard (Charts) (the PC industry's No. 2) and Sun already sell AMD machines across their product lines. And Lenovo (Charts), the No. 3 PC maker worldwide, already a big AMD customer in China, plans to announce in August that it will start using AMD chips in a line of business desktop PCs for the U.S.
AMD CEO Hector Ruiz isn't declaring victory, though. While the company's share of x86 industry revenue has risen in three years from 8% to nearly 18%, according to Mercury Research, Ruiz says AMD needs 30% to stay healthy. But he is optimistic. "Now, of course, the big thing for us," he says, "is to get Michael [Dell] to go beyond servers." Don't think it couldn't happen. AMD has had surges in the past, but this one is different. It used to sell only fast processors for consumer desktop computers. Now it has chips for desktops, notebooks, and, most important, servers, the part of the business where profit margins are highest. According to PC semiconductor analyst Dean McCarron of Mercury Research, when AMD had only one strong product, Intel could easily beat it back with price cuts, funded with profits from its other businesses. McCarron says, "AMD used to be a weed to be chopped down every now and then. Now it is much deeper in the market." |
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billywows
Elite |
09-Aug-2006 22:39
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Great find, Forrest! Another +VE news for CSM .... But this counter won't stir until AMD opens its big fat mouth to verify the shipment OPENLY. Timing is so crucial now. | ||||||||||||||||||||||||||||||||||||||||||||
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FORREST
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09-Aug-2006 22:19
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Monday, August 7 2006
Advanced Micro Devices (AMD) aims to ship 26
million desktop-use processors in the second half of this year,
bringing its projected shipments of desktop CPUs for all of 2006 to
about 46 million units, according to sources at Taiwan motherboard
makers familiar with AMD's product roadmap.
AMD shipped 10 and 9.5 million desktop CPUs, respectively, in the first and second quarters of this year, the sources noted. AMD's 2006 projected desktop CPU shipments, to be realized with rising demand for AM2-socket CPUs and a production ramp from its Singapore-based contract chipmaker Chartered Semiconductor, will account for 32% of the global desktop PC market of 141 million units as projected by market research firms, said the sources. |
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billywows
Elite |
08-Aug-2006 18:19
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But AMD lost to Intel in Apple! -------------------------------------- The Mac Pro, with a price tag of $2,499, is the last of Apple's line of Mac computers to make the switch to Intel chips; it will run on two of Intel's new Core 2 Duo processors.
Apple also took the wraps off its new XServe server computer, which also runs on two Intel processors. It will cost $2,999 when it ships in October.
"The transition is complete," Jobs told the audience.
Apple completed the shift to all-Intel chips in 210 days, nearly half a year sooner than initially planned. The transition from chips made by IBM Corp. and Motorola Inc. was first announced in June 2005.
Gene Munster, an analyst with Piper Jaffray who covers Apple, said the announcements were not unexpected, as the developers conference typically focuses on the Mac and not Apple's iPod digital music and video player. Munster called pricing of the Mac Pro and XServe consistent with the company's Mac releases during the Intel transition.
Munster said that even with prices of more than $2,400, "we believe Apple will gain more market share" than the 0.2-percentage-point increase many Wall Street analysts are expecting from the company in 2007.
Another product Jobs demonstrated was Leopard, the next upgrade to Apple's Mac OS X operating system. Leopard comes pre-loaded with Boot Camp, an application that lets Macintosh computers run Microsoft Corp.'s Windows XP operating system, in addition to the Mac OS.
An application within Leopard that got the developers' attention was Time Machine, a program that automatically backs up everything on a Mac and which can also restore deleted items on a Mac.
Jobs said Apple will begin shipping Macs with Leopard next spring.
One thing missing from the show was a long-anticipated new iPod digital media player. Apple hasn't added a new iPod to its product line since introducing a 1-gigabyte version of the iPod nano earlier this year, and there hasn't been a truly new entry in the product line since Apple unveiled the first iPod nano and the video iPod in September 2005.
However, prior to the show, industry analysts said they didn't really expect Apple to debut a new iPod, since the developers conference is typically focused on the Mac. In the past Apple has often organized special events at theater convention centers solely to announce new iPod models.
Apple shares ended the day down $1.09 at $67.21.
 Rex Crum is a reporter for MarketWatch in San Francisco. |
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billywows
Elite |
08-Aug-2006 18:11
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Another good news for CSM! Watch it .... ---------------------------------------------- Lenovo, the world's No. 3 PC maker behind Dell Inc. and Hewlett-Packard Co., has started selling the ThinkCentre A60, a desktop PC geared for big business customers and powered by AMD's Athlon 64 and Sempron processor family line, both companies said.
Prices for the computers start at $519 for the Athlon PCs and $379 for the Semprons.
"This is our first branded offering with Lenovo for the large enterprise space," said Greg Meluch, a worldwide sales manager at AMD.
The deal builds on the relationship the companies expanded earlier this year when Lenovo started shipping AMD-powered desktop PCs to small and mid-sized business worldwide. Until then, Lenovo had only sold PCs featuring AMD processors in China.
AMD has been trying to boost its status in the corporate PC market, which is dominated by its larger rival Intel Corp. through its relationship with Dell. AMD wants to use its recent success in the corporate server-chip market as a means to win over business customers on the desktop PC front.
Industry speculation has been mounting that Dell will start selling PCs outfitted with AMD chips. In May, Dell said it would sell high-end servers powered by AMD processors by year's end. That deal broke Dell's longtime exclusive relationship with Intel.
In its bid to win new PC and server chip business, AMD has been ramping up its factory output. Its overall goal is to put itself in the position to supply 33% of the worldwide microprocessor market by 2008.
Chartered Semiconductor, a third-party chip contractor, started making AMD processors at its Singapore-based plant last month. AMD also is boosting output at two of its German-based factories and is considering constructing a new factory in New York. A nonbinding agreement was signed with state officials in late June.
Meanwhile, AMD is trying to withstand a price attack from Intel, which is cutting prices on its PC chips to clear out older inventory and win back share it lost to AMD last year. AMD has had to cut prices too. See full story.
 In trading Monday, AMD shares closed at $20.22, down 1.2%. Intel shares closed at $17.32, off 1%.
Matt Andrejczak is a reporter for MarketWatch in San Francisco. |
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singaporegal
Supreme |
07-Aug-2006 20:22
Yells: "Female TA nut" |
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Chartered on a strong downtrend now. | ||||||||||||||||||||||||||||||||||||||||||||
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ralphguy
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07-Aug-2006 15:14
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Forgotton to add in: SOURCE: IC INSIGHTS, COMPANY REPORTS |
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ralphguy
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07-Aug-2006 15:04
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Wow.... miss out this topic... seems like there are still some CSM supporters.... Anyway, something to share......
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billywows
Elite |
06-Aug-2006 21:26
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----------------------------------------------
Back-to-school spending looks strong
Pressure to don the most fashion-forward outfit, tote the hottest handbag and have the most up-to date gadgets will buoy sales in August and September, the much hyped back-to-school period that is the second biggest shopping season for retailers after the end-of-the-year holidays, industry experts said.
While economic weakness and other factors are pushing consumers to rein in spending and focus most of their outlays on necessities, parents don't consider back-to-school items discretionary and will open up their wallets to properly equip Johnny and Janie, analysts said.
"Back to school is a mandatory shopping event since younger people put so much into social messages contained in fashion and technology," said Richard Hastings, senior retail analyst at Bernard Sands. "It's worth the money," he said.
A survey of consumer intentions carried out recently by the National Retail Federation found that the average family plans to spend $527 on back-to-school items this year, 19% more than last year.
The biggest chunks of money will go toward jeans, skirts, T-shirts, uniforms and shoes as well as computers, laptops, personal digital assistants and calculators. Electronics spending is projected to surge 85% to $3.82 billion, rebounding from a sharp decline last year.
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FORREST
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06-Aug-2006 18:45
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hi billywows, yes, agree that $5 is a long shot- for now and our rational minds... but dont forget, the market is irrational. :) once the herd comes in, it will just build up like crazy... 1st quarter of next year TI will also engage CSM for their 90nm. (or was it 65nm?).. good luck :) |
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billywows
Elite |
06-Aug-2006 18:10
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Hi Forrest ... your target price of 5.00 for CSM next year is a long shot. We won't see that kind of price again for a long time. If CSM can go to 1.80 to 2.20 next year, its already performing well. However, if CSM has plan for a new Fab 8, headache again - unless they can properly justify it with strong proven capacity. Otherwise, what Livermore mentioned below will stall CSM - again. This is a super speculative stock, trade with care .... |
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