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Down the tubes

Bring Charlie and Sylvie back!!!

Charlie may have an nvidia hate, but at least his articles always included evidence of some kind to back his claims.

These new "reporters" have a difficult time just adding simple numbers. And trying to spin a company's quarterly financials is just plain stupid... everyone can see through your bias. You could have at least offered some "evidence" to support your spin.

posted by : A. Reader, 15 October 2009 Complain about this comment
you what?

do people still listen to anything intel says?

they must have an ex-government spindoctor on board

hahahahaha

...scum

posted by : troupe-de-troupe, 15 October 2009 Complain about this comment
What???

"Intel projected that its Q4 revenues will be about $10.1 billion, "plus or minus $400 million." That's in line with analysts' projected estimates for revenue of $9.5 billion. "

Analyst call for 9.5 billion, Intel projects 10.1 billion, and you call this inline? Pass the dope man.

"Forecast beats estimates
For the current quarter, Intel said it expects revenue of $10.1 billion, plus or minus $400 million. Analysts had expected the company to report sales of $9.5 billion, according to FactSet Research data.
"

http://www.marketwatch.com/story/intel-sparks-hope-after-topping-estimates-2009-10-14?pagenumber=2

Most people say this is exceeds the estimates.

Do you have a brain?

posted by : B.J., 15 October 2009 Complain about this comment
Huh?

You really should get your facts straight when you write ridiculous and contradictory things like:

"Intel's sales of Atom chips have remained strong, but those are inexpensive, low margin chips"

It costs INTC 7 dollars to manufacture one ATOM chip. They sell them in mass to suppliers and OEM's for 30 dollars. I don't know what the color of the sun is on your planet, but here in the real world thats a 200% margin.

Therefore, if ATOM, by your own admission is "remaining strong", and they are getting 200% margins, then what the hell are you talking about?

Look, we all know how much you boys love to run your own spin when it comes to INTC, that's fine, everyone should have a hobby. However, leave the quarterly financial analysis to someone who knows what they are talking about.

SPARKS

posted by : SPARKS, 15 October 2009 Complain about this comment
The article sound like he has a vengeance to Intel

It seems like his former editor was killed by a hitman who ordered by Intel.

posted by : Intel Lover, 14 October 2009 Complain about this comment
Why do people assume low price = low margin

Atom is 1/4 the size of a Core 2 chip... why do people just assume this is a low margin chip?

There are ~2000-3000 potential die per wafer and even if yield is 50% (which it is not), you are still talking about a chip that probably has a variable cost of <$10 to produce. (wafer cost ~3500, packaging a couple of bucks per chip)

Unless you have actual info on the margin can you please stop guessing like everyone else?

This whole article was filled with spin, half-truths and was written with an agenda in mind.

posted by : antispin, 14 October 2009 Complain about this comment
ATI Announces 5970 & 5950,

Off topic posting is easy & fun, call this one powertel.

Radeon HD 5970 confirmed as Hemlock, the second driver string is most likely Radeon HD 5950

Right about time nvidia trapes out fermi, BAM, Comes 59X0 Series. HemLock, ITs' Your Choice....

drashek

posted by : offtopicposter...., 14 October 2009 Complain about this comment
The spin is right here in this article

Sorry, but:

(1) An analyst midpoint expectation of 9.5B is hardly inline with Intel's Q4 guidance of 10.1B +/- .4B ! Not only is the midpoint .6B higher, the old avg estimate is not even in the RANGE they gave. This is what you call "beating expectations".

(2) Of course earnings are slightly down YoY from Q3 last year, right before the sh*t hit the fan in the economy. But they aren't down *that* much, which is the point!

(3) Margins were 58%, projected at 62% in Q4! This is terrific, and completely refutes your Atom fud.

(4) Speaking of Atom, non-Atom mobile grew FASTER than Atom in Q3.

(5) "as consumer PC purchases do not seem to be recovering and aren't the majority of the PC market anyway." Epic fail. Consumer purchases are precisely what is driving Intel's recovery, pushing their earnings and margins back up to very healthy levels. Where do you get this crap?

This whole article read like something from AMD's PR dept. Hello, editors?

posted by : fred, 14 October 2009 Complain about this comment
Margins

I was surprised the article didn't report the margins. Gross profit margin rose from 50.8% to 57.6%. Guidance for next quarter was 62%. I don't remember ever seeing margins in the 60's.

They're running more efficient and getting more out of each chip. They must also be getting pretty decent margins on Atoms, as Otellini has said before.

posted by : hector, 14 October 2009 Complain about this comment
AMD jealous much?

You can stop the presses when AMD posts a billion dollar profit. And when they take back the performance crown.

posted by : Joe, 14 October 2009 Complain about this comment
I'm agree with Otellini

If Intel still lower in its revenue this quarter, what happen with AMD. They will be lower than expected and losing more money again.

posted by : Intel Lover, 14 October 2009 Complain about this comment

Intel spins its Q3 results

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