INTC's Current Assets are declining at an alarming rate
They are?
According to whom?
According to Yahoo's financial summary, Intel's Current assets have been pretty constant over the past 4 quarters:
$17,305,000,000 (Q2 2001); $16,867,000,000 (Q3 2001); $17,633,000,000 (Q4 2001) and $17,489,000,000 (Q1 2002).
So, they are up YOY and down a mere 0.8% sequentially.
No cash burn to be concerned with at this point - for Intel.
This is quite good considering Intel's heavy spending on PPE - giving them enormous manufacturing advantages over their competition.
As for the Pentium 4, yes, Intel has put a MEGAHURT on AMD - witness AMD's inability to compete with their wheel-chair-bound Athy and their plummeting ASPs.
Hammered by AMD by Christmas
My gosh, you just spew your nonsense on this board and don't even bother to read the the posts from the other AMD fan boys. According to a recent post on this thread, AMD's Hammer will not be in any PCs for Christmas 2002 - perhaps you meant Christmas 2003?
if Hammer is a huge success
There's the IF-word again, niceguy767. What if Hammer is just another CPU ? Current indications are that AMD may have real trouble in getting the hammer to reach acceptable clock speeds.
Doesn't the 800 MHz Computex Hammer speed give you cause for concern?
Let's suppose AMD doubles that speed by launch date. How many fan boys are going to line up to get a 1.6 GHZ hammer slower than current Athlons with no software to make use of its 64 bit capability?
Even one influential game programmer has already indicated that he won't be writing DOOM for the hammer any time soon.
Are you worried yet?
Are you worried about AMD's loan repayments to Germany this quarter?
Are you worried about AMD's flash partner pressuring AMD to pony up a $125 million debt obligation?
Are you worried about AMD's plummeting ASPs?
Are you worried about AMD's impending loss - possibly as much as $200 million?
Are you worried about AMD's cumulative 2002 losses possibly exceeding AMD's 2000 profits?
That could be a real wipe-out, niceguy767.
Are you worried yet? |
