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[Wall Street Journal] Intel's Strong 3Q Highlights Execution Shortfall By AMD

post #1 of 5
Thread Starter 
Quote:
--Intel's record results cast a wider shadow on rival Advanced Micro Devices

--AMD has struggled to introduce products on time and make enough chips to meet demand

--The chip maker lacks a clear strategy for mobile devices, and some recent products have received tepid reviews


NEW YORK (Dow Jones)--Intel Corp.'s (INTC) record results are casting an even wider shadow on rival Advanced Micro Devices Inc. (AMD).

AMD has its strongest product lineup in years, but it has been missing opportunities to take share from Intel. Manufacturing problems are hindering its ability to get enough supply into the market, it has no clear strategy for mobile devices, and some recent products have received tepid reviews.

The Sunnyvale, Calif., company slashed its guidance last month, citing the manufacturing issues. The stock is down 1.2% to $4.77 Wednesday and has lost 31% over the past 12 months.

"AMD has not executed to its roadmap in five years," MKM Partners analyst Dan Berenbaum said. "At some point, people start to become disillusioned."
Quote:
Intel, meanwhile, reported yet another record quarter, its sixth in a row for sales. Its revenue jumped 28% in the third quarter, while analysts expect AMD's to rise 2%. Intel's shares recently climbed 4% to $24.34 and are up 26% over the past year.

Chief Financial Officer Stacy Smith estimated that Intel likely took about $50 million to $100 million in sales away from AMD in the third quarter because of AMD's manufacturing issues. While that's a small amount to Intel, which had revenue of $14.2 billion in the period, it's much more significant for AMD. AMD, which will report results next week, is expected to report revenue of $1.65 billion in the recently ended quarter.
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post #2 of 5
I have a gazillion intel shares, so yippee.
    
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post #3 of 5
Yep, INTC is my blue chip right now... Bet the new profits are going to increase the dividend, too, they typically do.

This is what happens when a tech company invests insane amounts of money into R&D. Intel is such a solid company all around, I love them.
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post #4 of 5
Thread Starter 
I wish I bought Intel stock back in the day.

It still may be a good idea, since it's in the mid $20's.
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post #5 of 5
Quote:
Originally Posted by 2010rig View Post
I wish I bought Intel stock back in the day.

It still may be a good idea, since it's in the mid $20's.
yeah, i think i am about to jump on some before it gets any higher.
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