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Intel reports profits...

Intel has a diverse CPU lineup in many markets - I think XScale/ARM will dominate handhelds, which are IMO 'The Next Big Thing (tm)'

THis product lineup combined with huge R&D will sustain the Intel Juggernaut through good and bad times.
 
Though the company declined to provide specific forward guidance, it said that continuing uncertainty makes it "particularly difficult" to predict product demand and other related matters, and that it plans to provide a mid-quarter business update on Dec. 6...

Meanwhile, Intel said it anticipates fourth quarter revenue between $6.2 billion and $6.8 billion, and that gross margins in the current quarter are expected to be 47 percent compared with 46 percent in the third quarter. Expenses are expected to come in between $2 billion and $2.1 billion compared with $2 billion a year ago.

That paints a somewhat murky outlook, but I think investers will like it anyway...especially after the earnings reports from IBM and Novellus. At this point, anything that's not a loss seems to be causing a rally in the market.
 
Whoa, not too bad at all. Seems like Intel was really on the ball in the 3rd quarter. AMD obviously had one of it's worst quarters in a long time, if not it's whole history for that matter.

Either way you look at it though, Intel's pockets look relatively fat right now. I wonder if AMD's ASPs will rise significantly enough to post a substantial profit in the 4th quarter.

Btw, has anyone seen the market share percentage figures effective after the 3rd quarter. I wonder if AMD gained any market share last quarter.
 
Yep, all in all, not a bad report - they met EPS expectations and exceeded revenue expectations. I say not bad considering their forecast way prior to Sept.11 was for revenue between $6.2 and $6.8 Billion. With all the economic fallout since Sept. 11, to be able to still come in at the midpoint of the original forecasted revenue range is not too shabby at all. Even more remarkable since nearly every PC maker's business has totally tanked since Sept. 11, with the notable exception of DELL. As the old saying goes, "As goes DELL, so goes Intel." There's something to be said for J.I.T. for sure.

Bottomline, sure beats having to report a quarter $Billion loss like some other companies will.



<< Intel has a diverse CPU lineup in many markets - I think XScale/ARM will dominate handhelds, which are IMO 'The Next Big Thing (tm)' >>

I don't disagree ... indeed, their XScale/StrongARM will be a major force. In fact, Transmeta already appears to be on "life support" (CEO #3 selected yesterday in an "emergency meeting"), and Palm and many others have already committed to XScale.


As for market share percentages, they appear to have become static. Both companies are claiming small gains, but from prelim data I got today from J. Joseph, Smith Barney's semi analyst, the numbers are essentially unchanged, though both companies are claiming slight increases in the number of CPUs shipped, as well as some small gains in FLASH. You have to be careful when looking at either company's claims, as sometimes the market share they report will be for the entire CPU market, whereas other times they will only report their share of a particular segment, such as desktop. Obviously it looks rosiest for AMD if you only talk about the desktop segment, and it looks best for Intel when you talk about the entire market. You just have to make sure you are comparing apples to apples, esp. when neither company is interested in ensuring that you do so.
 
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