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Intel rises as AMD falls

post #1 of 9
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http://theinquirer.net/default.aspx?article=40377

Quote:
INTEL SHARES rose sharply after analysts at Goldman Sachs voted it a buy but contrasted it with AMD.
At close of play yesterday, INTC stood at $24 up from yesterday's opening of $23.23 while AMD stood at $13.63, down from its opening figure of $13.85.

Goldmine reckons that AMD stands to suffer because it will have to outsource its production while Intel doesn't need to take that route.

What Goldmine means by this is not entirely clear - AMD has officially denied that it will have to use IBM to fab out its Barcelona chips. It has a relationship with Chartered but that deal seems to be ticking over rather than showing much signs of accelerating.

The possibility of AMD entirely outsourcing its manufacturing has been floated. But AMD has a very high skilled set of engineers and designers in Dresden. Who could fab the X86 designs for them? IBM? Intel? µ
Entirely outsourcing the manufacturing of Barcelona chips??? That doesn't bode well that they have to outsource the manufacturing of their soon-to-be flagship chip. And the fabs at Dresden are supposed to be more state-of-the-art than most other fabs in the world..... huh....
    
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post #2 of 9
Intel? Hahaha! Intel FTW! Poor AMD, wait, didn't someone say AMD/ATI is like Darth Vader. Yeah, Darth Vader died in the end!
post #3 of 9
Quote:
Originally Posted by h00chi3 View Post
Intel? Hahaha! Intel FTW! Poor AMD, wait, didn't someone say AMD/ATI is like Darth Vader. Yeah, Darth Vader died in the end!
other way around... Intel is like darth vader.
post #4 of 9
Quote:
Originally Posted by Cheetos316 View Post
http://theinquirer.net/default.aspx?article=40377



Entirely outsourcing the manufacturing of Barcelona chips??? That doesn't bode well that they have to outsource the manufacturing of their soon-to-be flagship chip. And the fabs at Dresden are supposed to be more state-of-the-art than most other fabs in the world..... huh....
Whos Goldmine? I know Goldman Sachs but not Goldmine
post #5 of 9
Quote:
Originally Posted by {core2duo}werd View Post
other way around... Intel is like darth vader.
Don't be a hypocrite, your using intel.
    
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post #6 of 9
I know lol, and i wish i didn't have to to get this speed! lol

Edit: even darth vader himself realized all along that he was on the dark side. he just didn't let it get to him.
post #7 of 9
Lol core2duo

I think it would be pretty obvious that intels shares would rise.....they re kind of dominating right now. They should be at a premium.

There will be nothing new, AMD will do the same in a year or two. Then intel will strike back blah blah blah
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post #8 of 9
I want to intel to release a quad core netburst at 4.0ghz that would help me out and amd.
    
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post #9 of 9
Buy low...sell high. AMD is only one good chip away from making a wise investor a lot of money.

Flashback to 2004:
http://www.theregister.co.uk/2004/09..._intel_retail/

Look at the 52 week range:
http://quote.morningstar.com/Quote/Q...spx?ticker=AMD
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