Listening to the Intel earnings call yesterday and then reviewing the transcript last night, I came away with two thoughts that I think are key to understanding where the PC and mobile industry… Read More
Intel Postgame Q1 2012 Earnings
Tag: ivy bridge
Previewing Intel’s Q1 2012 Earnings
Since November of 2011 when Intel preannounced it would come up short in Q4 due to the flooding in Thailand that took out a significant portion of the HDD supply chain, the analysts on Wall St. have been in the dark as to how to model 2012. Intel not only shorted Q4 but they effectively punted on Q1 as well by starting the early promotion… Read More
The Coming Gamer Tablet from…… Apple!
After the introduction of the NEWiPAD, Apple has placed itself just two short steps away from dominating the computer market – including PCs. One step, which is widely reported, is a smaller iPAD with an 8” screen that aims for a $299 price point. Amazon will take the rest of the market under $299. The second step is purely speculation… Read More
Why AMD is Up Q4, While Intel is Down
Immediately following Intel’s announcement that they expected Q4 revenue to come up short by $1B, Rory Read the new CEO of AMD, countered that they were on track to meet their original guidance (see article). Furthermore, “In 1Q and 2Q, maybe you see some manifestations, but I wouldn’t bet against the supply chain,”… Read More
AMD’s Crossing of the Chasm
When AMD announced its cutbacks recently many people were left wondering why they were so deep given the strong financial performance in Q3 and the guidance for an up Q4. It couldn’t have been related to the Thailand floods that could have been at most a one-quarter squeeze expected in Q1. Now it is apparent from reports that AMD’s … Read More