SI
SI
discoversearch

   Technology StocksAMD, ARMH, INTC, NVDA


Previous 10 Next 10 
To: SonnyListon who wrote (1466)5/12/2011 12:08:48 AM
From: neolib
of 14233
 
INTC, like MSFT, can't seem to deploy their cash to innovate.

Share KeepReplyMark as Last ReadRead Replies (3)


To: j3pflynn who wrote (1467)5/12/2011 12:11:47 AM
From: neolib
of 14233
 
...and will be able to almost match Intel Corp.'s...

Likely about all that can be hoped for given the long delays BD has suffered.

Share KeepReplyMark as Last ReadRead Replies (1)


From: neolib5/12/2011 12:18:36 AM
of 14233
 
In addition, the power brownout policy will raise the price of semiconductor materials in the second half as supply volumes are lower than expected. Semiconductor players including Taiwan Semiconductor Manufacturing Company (TSMC), Nvidia, Qualcomm and AMD are all expected to see rising quotes.

From digitimes here:

digitimes.com


And another one on Apple related demand/shortages:

digitimes.com

Share KeepReplyMark as Last Read


To: neolib who wrote (1468)5/12/2011 2:08:10 AM
From: SonnyListon
of 14233
 
It only seems that way because they are so profitable.

Less profitable firms try to make a virtue of not paying dividends, but they often have little choice.

Share KeepReplyMark as Last ReadRead Replies (1)


To: neolib who wrote (1469)5/12/2011 7:32:27 AM
From: j3pflynn
of 14233
 
Gives some cause for hope, at least. We'll have to see what ultimately comes out in the real world.

Share KeepReplyMark as Last Read


To: SonnyListon who wrote (1471)5/12/2011 10:06:23 AM
From: neolib
of 14233
 
Like Apple no doubt?

Share KeepReplyMark as Last ReadRead Replies (1)


To: neolib who wrote (1473)5/12/2011 10:32:44 AM
From: SonnyListon
of 14233
 
One is a components maker, the other is a consumer products maker, so I wouldn't see it as an Apples to Apples comparison(no pun intended).

Share KeepReplyMark as Last ReadRead Replies (1)


To: SonnyListon who wrote (1474)5/12/2011 12:29:39 PM
From: neolib
of 14233
 
I agree, its hardly Apples to Apples. One is doing a dynamite job of innovating away from its historical business, while the other is milking its historical cash cow without a clue what else it can do, other than shovel its profits to owners. Such constipation generally ends up badly. INTC, MSFT, CSCO. What a trio of tech powerhouses they used to be...

Share KeepReplyMark as Last ReadRead Replies (1)


To: neolib who wrote (1468)5/12/2011 12:40:20 PM
From: gugie
of 14233
 
"INTC, like MSFT, can't seem to deploy their cash to innovate."

Whatcha talkin' 'bout, Willis?

First to HMG, First to the last several process nodes, first to trigate, I could go on and on... You think THOSE innovations grow on trees?

Share KeepReplyMark as Last ReadRead Replies (1)


To: neolib who wrote (1475)5/12/2011 1:00:32 PM
From: SonnyListon
of 14233
 
If Intel wasn't ramping up it's 22nm process for an attack on phones, perhaps your assessment would be meritorious, but instead, well . . . . .

Share KeepReplyMark as Last ReadRead Replies (3)
Previous 10 Next 10 

Copyright © 1995-2015 Knight Sac Media. All rights reserved.Stock quotes are delayed at least 15 minutes - See Terms of Use.