Thursday, April 20, 2006
Intel's cache cow gets mad
Finally, a truth on bad hardware. Intel's cache cow gets mad.
Intel's cash is down 7.1 billion from Q105, and down $3.7 billion from Q405.
Intel went down: 8.9 billion sales (-5% on YtoY), only 1.3b net income (-38%!!!). Profit margin is extremly low, it is only 55.1%.
Expectation for Q2 is even worse: revenue is between 8.0b and 8.6, it was 9.2 Q2 2005 and it means 11% decreasing! Expected gross margin is 49%(!!), down from 56.4% (Q2 last year).
The interesting thing is that AMD sales balanced the negative impact of Intel sales, so the market was more or less flat compared to Q1 2005. But in Q2 the situation will be different, the market will go down.
Seems that no one wants Intel's beef? Nasty AMD, you Intel's market eater ! Interesting thing is that somehow $3,7B of cache has dissapeared this year, since design of new "Intel's " fab in Qiryat Gat, Israel (worth JUST THE SAME "Intel's" $3,7B) began ??? No more monopoly, no more cache? Or that "small amount" of $3,7B should be laundered first in the Middle East before the ongoing antitrust case investigation?
Is that the cause of MAD CACHE COW DISEASE at Intel's farms? Anyway, seems that sudden outbrake of CACHE COW DISEASE was quite justified reason for Intel's CEO recent fast and ferociously wild rides.
This post link
Intel's cash is down 7.1 billion from Q105, and down $3.7 billion from Q405.Intel went down: 8.9 billion sales (-5% on YtoY), only 1.3b net income (-38%!!!). Profit margin is extremly low, it is only 55.1%.
Expectation for Q2 is even worse: revenue is between 8.0b and 8.6, it was 9.2 Q2 2005 and it means 11% decreasing! Expected gross margin is 49%(!!), down from 56.4% (Q2 last year).
The interesting thing is that AMD sales balanced the negative impact of Intel sales, so the market was more or less flat compared to Q1 2005. But in Q2 the situation will be different, the market will go down.
Seems that no one wants Intel's beef? Nasty AMD, you Intel's market eater ! Interesting thing is that somehow $3,7B of cache has dissapeared this year, since design of new "Intel's " fab in Qiryat Gat, Israel (worth JUST THE SAME "Intel's" $3,7B) began ??? No more monopoly, no more cache? Or that "small amount" of $3,7B should be laundered first in the Middle East before the ongoing antitrust case investigation?Is that the cause of MAD CACHE COW DISEASE at Intel's farms? Anyway, seems that sudden outbrake of CACHE COW DISEASE was quite justified reason for Intel's CEO recent fast and ferociously wild rides.
This post link
THIS LINK posted by Joseph Bell : 8:20 AM
