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AMD Profit 0.37 VS 0.33 expectation !!!

I sold INTC to get AMD a while ago. Hope it was the right move...

That's strange... both Intel and AMD are up around 20%. I thought Intel revenues fell... why is their stock price jump so high?
 


<< Sanders continued. ``We commenced volume shipments of our newest, power-managed AMD Athlon processors, code-named `Palomino,' for the mobile PC market segment. Palomino processors feature an enhanced core and our proprietary PowerNow! technology, which dynamically adjusts the frequency and voltage of the processor based on the performance demands of the software, enabling a significant reduction in power consumption in mobile applications. PowerNow! technology is just one example of the better ideas from AMD that have elevated us to contention with IBM for the number two global ranking in U.S. patent issuances relating to large-scale integration processes and devices in 2000.
>>



Athlon laptops! Wahoo
 
WTF are investors smoking? AMD makes 9% MORE sales and Intel gains 5.3 points and AMD only gains 4.8... I mean Im still happy, AMD and Nvidia both went up alot which means money for me. But come on.... its basic math you dumb investors.
 


<< I thought Intel revenues fell... why is their stock price jump so high? >>

Intel revenues are lower than they were Q1/00, but they are still pulling a profit. They didn't post a loss.
 
Intel's stock has been taking a huge pummelling for a while now. Investors seem to think that Intel's foley's have already been priced in. Now they are flocking back, because they know that the sky isn't falling. I think Intel should be priced at around the low 20's that way their P/E ratio would be more acceptable.
 


<< WTF are investors smoking? AMD makes 9% MORE sales and Intel gains 5.3 points and AMD only gains 4.8... >>



Well, you have to look at the gain compared to the stock price. AMD gained 21%, whereas Intel only gained 20%.

However, from an investor's standpoint, you have to look at the big picture. Intel is investing $7.5 billion in capital (6X what AMD is), and is moving more aggressively to ramp the 300mm process. Many analysts are saying in the years to come, 300mm will separate the men from the boys. Also, Intel has a wide range of products, beyond CPUs.

I think the whole industry is about to see more promising times. Hopefully we all will benefit. Why do you guys want to see one win and one lose? Can't we all benefit?

Rob
 


<< WTF are investors smoking? AMD makes 9% MORE sales and Intel gains 5.3 points and AMD only gains 4.8... I mean Im still happy, AMD and Nvidia both went up alot which means money for me. But come on.... its basic math you dumb investors. >>

More like what are you smoking. Reality check for some:

Intel Q1 2000 Revenues : $6.7 Billion
Earnings : $460 Million (after taking $1.1Billion in charges against earnings)

AMD Q1 Revenues : $1.2 Billion
Earnings : $125 Million

So, in a bad quarter for Intel vs. a near-record quarter for AMD, Intel still generated more than 5X as much revenues as AMD, and more than 3X the earnings (and without charges, their earnings would have been more than 10X as much) as compared to AMD.

Bottomline, AMD had a fair quarter, compared to the all the rest of the semis. But in this case, good only translates in to a 1% growth over their last quarter, which is essentially flat growth, and what I had been predicting/expecting for them.



 
&quot;We will match their pricing for a given clock speed. Our price for a 1 gigahertz will equal their price for a 1 gigahertz,&quot; Sanders said.

Does that mean AMD will increase their pricing ?
 


<< Does that mean AMD will increase their pricing ? >>


That's pretty funny.

I guess most investors and analysts only heard about the Intel price cuts and AMD wanted to assure them that their chips will be priced just as competitively even though it already is plus more.
 


<< Intel Q1 2000 Revenues : $6.7 Billion
Earnings : $460 Million (after taking $1.1Billion in charges against earnings)

AMD Q1 Revenues : $1.2 Billion
Earnings : $125 Million

So, in a bad quarter for Intel vs. a near-record quarter for AMD, Intel still generated more than 5X as much revenues as AMD, and more than 3X the earnings (and without charges, their earnings would have been more than 10X as much) as compared to AMD.

Bottomline, AMD had a fair quarter, compared to the all the rest of the semis. But in this case, good only translates in to a 1% growth over their last quarter, which is essentially flat growth, and what I had been predicting/expecting for them. >>



No, I say what are you smoking😛 That has nothing to do with the stock, with Intel there is much, much more of it. For a more accurate measurement, look at earnings/share, $0.37 vs ~$0.16. And 1% growth over the last quarter is actually quite an accomplishment, the last quarter was the holiday shopping season. Most semiconductor manufacturers traditionally have negative growth during this quarter.
 


<< More like what are you smoking. Reality check for some:

Intel Q1 2000 Revenues : $6.7 Billion
Earnings : $460 Million (after taking $1.1Billion in charges against earnings)

AMD Q1 Revenues : $1.2 Billion
Earnings : $125 Million

So, in a bad quarter for Intel vs. a near-record quarter for AMD, Intel still generated more than 5X as much revenues as AMD, and more than 3X the earnings (and without charges, their earnings would have been more than 10X as much) as compared to AMD.

Bottomline, AMD had a fair quarter, compared to the all the rest of the semis. But in this case, good only translates in to a 1% growth over their last quarter, which is essentially flat growth, and what I had been predicting/expecting for them. >>



Yeah, it looks pretty bleak until you compare those flatline numbers from AMD to the numbers that INTC put up: Intel earnings story

&quot;Intel reported first-quarter net income fell to $485 million, or seven cents a diluted share, from $2.70 billion, or 39 cents a share, a year ago. Revenue was $6.68 billion, down 16% from $7.99 billion in the first quarter of 2000 and a 23% decline from the fourth quarter.&quot;

Oh, and i don't think you even want to try to play doing a straight revenues comparison. Yeah, Intel has pretty large revenues in absolute terms when compared to AMD, but INTC is small potatoes in the revenue department. Intel had last year about $33.7mm in revenues. Compare that to MO (Phillip Morris) with $80.4mm, IBM with $88.4, or, if you really want to play with the big boys, try XOM (Exxon Mobil) with $228.4mm. Sorry, you lose, please try again.

I'm not saying that AMD or its stock is the best thing since sliced bread, but perhaps you should leave the buy-side analysis to the professionals... most people know precious little enough about finance and how to value stocks as it is, we don't need even more FUD being peddled around the place.
 
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