5:14am ET
Technology
AMD (AMD): Is Its New Chip Late?
The Inquirer is reporting that the new AMD (AMD) multi-core Barcelona chip is shipping late. The chip was scheduled to go to market in mid-August, and it has apparently not shown up,…
INTC Coverage Page 219
8:19am ET
Technology
Intel (INTC) Puts Another Nail In AMD’s (AMD) Coffin
AMD (AMD) hope to this day that its new Barcelona quad-core chip will get it back in the game of taking server chip market share from Intel (INTC). The four cores allow…
6:41am ET
Investing
Intel (INTC): A Safe Haven Stock
Intel (INTC) is supposed to be a growth stock. It has been winning its market share battle with rival AMD (AMD). Its shares are up 36% in the last year. But, it…
5:54pm ET
Media
Cramer’s Chip/Semiconductor Plays (SNDK, INTC, AMD)
Jim Cramer came on CNBC on tonight’s MAD MONEY and he said that he still likes technology and his pick tonight was Intel (NASDAQ:INTC) for it in the tech sweet spot with…
12:14pm ET
Investing
Weighing AMD’s Replacement Financing Pact (AMD, INTC, NVDA)
After looking at a new financing pact at Advanced Micro Devices Inc. (NYSE:AMD) the first reaction here was "these bankers really are using voodoo financing like we said back in April," but…
8:00am ET
Investing
Intel (INTC) Moves To Cell Phone Market
According to the FT, Intel (INTC) plans to push hard to move into the market currently held by the Blackberry and Apple (AAPL) iPhone. Its championing for the distribution of WiFi and…
5:15am ET
Investing
As Market Falls Intel (INTC) Shares Rout AMD’s (AMD)
A falling market often demonstrates how the rich get richer and the poor… get nothing. Much of the last month, AMD’s (AMD) shares have out-performed Intel’s (INTC). Just over a week ago,…
3:18am ET
Investing
Media Digest 8/6/2007 Reuters, WSJ, NYTimes, FT, Barron’s
According to Reuters, Bear Stearns (BSC) pushed out one of its presidents after problems that closed two of its hedge funds. Reuters writes that Robert Nardelli, former CEO of Home Depot (HD),…
11:34am ET
Apps & Software
EMC’s VMware IPO Date & Terms (EMC, VMW, INTC, CSCO)
The upcoming partial IPO of VMware (NYSE:VMW) from EMC Corp. (NYSE:EMC) has been one of great interest, which almost goes without saying. Terms are now set and the IPO roadshow has begun. …
7:15am ET
Apps & Software
VMware Scores a Cisco Systems Investment (EMC, VMW, CSCO, INTC)
If an Intel (NASDAQ:INTC) investment of $200+ million for a 2.5% stake into VMware wasn’t good enough, EMC Corp.’s (NYSE:EMC) soon to be spin-off is getting a new investor: enter Cisco Sytems…
5:30am ET
Investing
AMD (AMD): Losing In The Market, Winning In The Courts
AMD (AMD) has not had much luck competing with larger rival Intel (INTC). Its gross margins have collapsed. It is losing money, and Intel has been taking back customer sales in both…
3:18am ET
Investing
Media Digest 7/27/2007 Reuters, WSJ, NYTimes, FT, Barron’s
According to Reuters, Microsoft’s (MSFT) CEO defended the company’s move heyond the desktop. Reuters writes that Amgen (AMGN) turned in better than expected results as several key drugs did well. Reuters reports…
10:24pm ET
Apps & Software
EMC & VMware ‘Final’ Exchange Ratios; Industry Leaders Invested in a Competitor (EMC, VMW, INTC, SAP, GS)
FILING TERMS & BRIEF BACKGROUNDER In an SEC Filing, you can see the ‘final amended’ exchange terms foremployees of EMC switching into new VMWare shares in their options andstock grant plans. The…
3:30am ET
Investing
Nasdaq Short Interest For July
Below is the short interest for key Nasdaq stocks for July, The figures compare July 13 with June 15. 2007. Company Short…
8:22am ET
Investing
AMD (AMD): “Hardware is the ugly sibling of technology.”
Sanford C. Bernstein & Co is saying that as tech spending rises pressure on price for hardware components is actually under more pressure. Hence, the quote above from WSJ.com AMD’s (AMD) stock…