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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: Tenchusatsu who wrote (180785)4/15/2005 2:35:49 PM
From: Amy J  Read Replies (1) | Respond to of 186894
 
Tai Nguyen, an analyst with Susquehanna Financial Group, noted that Intel's top rival Advanced Micro Devices already reported strong sales from its microprocessor unit Wednesday, which should reassure investors. ...(snip)

IBM, which is selling its PC division to China's Lenovo Group, did have a weak quarter, with shipments rising just 2 percent from a year ago, according to IDC. But industry leader Dell reported a 13.6 percent jump in shipments and No. 2 Hewlett-Packard posted a 10.6 percent gain.

Companies that sell chips to the communications sector may have more difficulties though.

Full article here - worth the read:
money.cnn.com

Regards,
Amy J



To: Tenchusatsu who wrote (180785)4/16/2005 11:42:38 AM
From: Dan3  Read Replies (1) | Respond to of 186894
 
Re: You mean that goes directly into Intel's coffers? Thanks for the good news, Dan!


Yep, that or Spansion's (the AMD spinoff).

Unless, of course, Intel keeps selling flash at about half the cost of production.

But there isn't any point to that if dumping flash below cost doesn't serve to reduce the resources available to Intel's CPU competition, AMD.

So I'd expect Intel to lose a lot less money on flash ($800 million, last quarter) once AMD has spun off Spansion.