Intel starts having negative cash flow for several Qs now. But the most dramatic is Q1/06, net income is 1/2 and it burns > $3.3B.
With this rate, it runs out of cash by end of Q4.
In Q1, it already files paper for a shell offering of $20B!!!
Look at this:
Nice look at a small part of the picture.
EPS is incresing and they have plenty of cash
Vector vest gives INTC a value of $26
Tell me this makes any sense - in the Dec quarter - they bought $2.9B in stock, while they borrowed 1.8B.
They're borrowing to buy their stock?
Is that desperation or what?
"and i am thinking google saw this one...i am sure they will be first in line come june."
What dont you understand about the Google announcement that it is going with AMD for the majority of its server purchases. Below is the story and a link. Dougie, the story was from 2 Mar 06, guess they checked out some of that HUGE WoodChuck inventory and found it lacking. What really sucked for INTC is that Otellini sits on the Google board. How about some of your famous INTC spin to make this story look better for INTC. ROFLOL
Google's Chip Search Leads to AMD
The search giant has begun using AMD's Opteron processor in its Google servers due to the chip's energy efficiency, according to Mark Edelstone, a financial analyst with Morgan Stanley in San Francisco.
Google, which has been known for having a tight relationship with Intel�Paul Otellini, Intel's CEO, sits on Google's Board of Directors and the company has traditionally used Intel chips in its servers�will instead buy Opterons for most of its near-term server purchases, Edelstone wrote in a report released earlier this week.
"We believe that Google has started to buy AMD Opteron processors for nearly all of their new server purchases. We believe that Google currently has an installed base of more than 200,000 servers, and we believe that they will help AMD to enjoy a significant sequential increase in their server business in the first quarter," he wrote.
dell likes the chip just fine.
maybe you need to re-examine the volume on 4p, and then look at the trading on AMD.
and i am thinking google saw this one...
i am sure they will be first in line come june.
blow a donkey.
"It said inventory was the biggest for chipsets"
That is BS and you know it, two weeks prior to that announcement INTC stated that they were still having chipset shortage problems and they believed they would get it fixed in the coming weeks. So what is it, chipset shortage problems or overages.
Chucklehead, so they have this enormous build of WoodChuck chips but cant seem to find any to release to independent testers, OEMs for testing or potential clients (oppps they did show them to Dull and Google, guess that was the reason they went with AMD server chips).
Lights out dip
The inventory build comes as Intel is ramping up production of new chips for corporate servers, desktop PCs, and laptops slated to be shipped this summer. Intel said it plans to rid the excess inventory - described as one to two weeks of extra supply - by the end of June. It said inventory was the biggest for chipsets and communications chips
they are not pumping out p4's right now
lights out bitch.
At best dip
I have been watching and laughing as you pump while WS has shaved $2 of the stock price over the last 12 trading days. There is a reason the stock price is going lower and it isnt because INTC wants to buyback shares at a cheaper price.