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OT OT intc vs
amd
OT - this article from ZDnet, a source I admire, compares each
model of AMD vs INTC Windows processors - and picks AMD in every
single priece tier except one. Not encouraging for INTC fan-boys
like me. Again, lt cap is not great on timing but in the long run
frequently right on outlook. In following it for many years, every
time AMD's CPUs performed better than INTC's offerings, and also
mostly at lower street prices, INTC has managed to still out fox
them. This sounds like real trouble. Wonder if AMD's meteoric rise
the past year has priced some/a lot of this in, or this is just the
beginning. Anyone thinkng of buying AMD? Anyone thinking of buying
more INFN - whole sector is in retreat but INFN wins the 'whipping
boy' award by a mile.
zdnet.com/ar...545499
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I bought 1k more INFN at 8.70 the other day. Buying AMD while it
is up scares me, so I will just be watching it. I do not follow it
closely enough.
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Author:
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breinejm
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Subject:
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Off Topic
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Sentiment:
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Neutral
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Date:
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08/12/17 at 8:39 AM CDT
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Author:
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LongTerm
CapGains
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Subject:
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Off Topic
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Sentiment:
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Neutral
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Date:
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08/14/17 at 7:13 AM CDT
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I bought an additional 2K shares of INFN at $8. 79 yesterday
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Author:
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LongTerm
CapGains
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Subject:
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Off Topic
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Sentiment:
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Neutral
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Date:
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08/15/17 at 6:54 AM CDT
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Intel Factors Add up to Analyst Concern -- Market
Talk
 Font
size: A | A | A
1:35 PM ET 8/15/17 | Dow Jones
13:35 ET
- Intel (INTC)
in late July reported a solid 2Q, yet Bernstein Research analyst
Stacy Rasgon hears alarm bells. He points to several factors:
Notebook chip shipments in the quarter exceeded shipments of the
notebooks themselves, average desktop prices fell year on year, and
the company's annual growth target for its data-center group
requires a strong 2H. In addition, strategy around operating
expenditures has been a moving target and nonoperational income has
boosted recent results. Individually, these factors wouldn't bother
him, he writes in a report, but together, "they begin to sound more
of an alarm." INTC's down 1.3% to $35.86, but was up roughly 4%
between the 2Q earnings disclosure and Monday's close. (ted.greenwald@wsj.com)
> Dow Jones Newswires
August 15, 2017 13:35 ET (17:35 GMT)
Copyright (c) 2017 Dow Jones & Company,
Inc.
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Author:
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LongTerm
CapGains
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Subject:
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Off Topic
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Sentiment:
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Neutral
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Date:
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08/17/17 at 6:43 AM CDT
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