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Advanced Micro Devices, Inc. Message Board

  • processor_pro processor_pro Nov 13, 2010 1:21 PM Flag

    Why Intel, NOT AMD!

    The two front war that AMD started with NVDA and INTC is coming to a end. If the Camel cavalry doesn't dump more oil money into AMD, it's over. Without GPUs that fully support DX11 tessellation NVIDIA will look better, and still be faster. Intel's Fusion Sandy Bridge will show that AMD's Fusion is a marketing Fallacy.

    Take it from a Pro, AVOID AMD, or you will be sorry.

    November 12, 2010

    Why Intel Belongs in Any Serious Investor's Portfolio

    When I look at Intel's competition, the first company that pops up, AMD Micro Devices (AMD), makes me chuckle. AMD's best chance for making money is to continue suing Intel and hoping to win. In 2009, after they won a lawsuit, AMD wrote this in their shareholder report

    "Our debt and capital lease obligations as of December 26, 2009 were $4.7 billion … We cannot assure you that we will be able to generate sufficient cash flow or that we will be able to borrow funds in amounts sufficient to enable us to service our debt or to meet our working capital requirements ... We cannot assure you that we will be able to refinance our debt, sell assets or equity or borrow more funds on terms acceptable to us, if at all."

    Like swatting an annoying fly off your meal, Intel isn't too worried about the little parasite trying to get a free lunch.

    If you are looking to add Intel to your portfolio, you may want to wait until after next week due to a certain pattern in the market that is setting up to be eerily similar to the pre Flash-Crash days. You may get a better price based on market technicals. Otherwise, if you consider yourself a true investor, you need to put Intel in your portfolio.

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    • courtesy bump

    • "In 2009, after they won a lawsuit, AMD wrote this in their shareholder report" ... um, not to bust your little party here, there's a reason why he didn't quote the 2010 version.

    • It's a no brainer.

    • the only fact that remains is this ...

      WHY IS AMD OVER 7.00

      there is nothing to back up that number ... just debts, continual losses , and terrible management.

      Maybe the next round of intel and nvidia offerings will fianlly rid the finacial world of a company surviving on the tears of its shareholders.

    • The pros see strength in INTC and NVDA, NOT AMD!

      NVIDIA: In-Depth Analysis for the October 2010 Quarter

    • INTC and NVDA are a must better buy.

      Nvidia's Fermi GPUs leveraged it's dx11 tessellation prowess into a PR marketing Lollapalooza party.
      It isn't all about FPS anymore, you better bring the eye candy too. IF, Cayman doesn't bring the candy, gamers will stampede to Fermi and Sandy leaving AMD in their dust.

      The market knows this, I know this, and now so do you.

      Options Flash

      Nvidia ( NVDA - news - people ): It appears that Nvidia’s strategic change might be paying off after challenges to its core chipset business from AMD and Intel ( INTC - news - people ) threatened to derail its fortunes. Earlier results showed profits beat expectations albeit by a penny but prompted the company to raise revenue forecasts in a sign of a revival in personal computer demand. The company’s revival involves new products in the market for chips that run add-in graphics to computers. The success is reviving investors’ appetite for the stock, which had earlier lost one-third of its value during 2010. On September 24, our market scanners picked up on a brace of bullish calendar call spreads on the stock using nearby January and March options against January 2012 call options. At the time there were also suggestions in the market that Oracle might be looking to acquire Nvidia. Following a near-8% pop in the stock today to $13.63 the investors appears to be taking a healthy profit on at least part of the trade by selling almost 20,000 January calls at the $14 strike and buying back a similar short position in the January 2012 calls at the $22.50 strike. The bullish positioning at the time cost this investor a mere 16 cents to enact and from what we can tell this morning the trade was closed at a healthy 81% gain.

      • 1 Reply to processor_pro
      • I must agree INTC and NVDA are a much better buys.

        Intel will Rock and Knock AMD OUT!

        Intel's Sandy will KO AMD, as Fermi pummels and pins ATI.

        November 13, 201

        Love or Hate Intel, These Dividends Rock

        Chip giant Intel (Nasdaq: INTC) just pumped up its quarterly dividend by 15%, resulting in an annual payout of $0.72 per share and a dividend yield just over 3.4%. If you never thought of Intel as an income stock before, maybe it's time that you did.

        The company has paid steadily increasing dividends every year since 1992, occasionally skipping an increase but never shrinking or stopping the payouts. At the current yield, Intel is more generous than 22 of the 60 recommendations on our Income Investor newsletter service's scorecard, and it's comparable to such stodgy businesses as cereal mastodon Kellogg (NYSE: K) and energy trader UGI (NYSE: UGI).

        Higher dividends are a priority for Intel, and payouts remain one of the company's favorite uses for its torrential cash flows. Intel spends a lot of money on share buybacks, including $1.8 billion in 2009 alone, but the $3.1 billion spent on divided payments that year absolutely dwarfs the repurchase figures. That's a trend that's likely to continue.

        Keep in mind that Intel works in an industry that's focused on growth, where the preferred use of cash is hoarding it in a low-interest cash account, which makes these shareholder-friendly uses of cash that much more impressive. Like fellow semiconductor giant Texas Instruments (NYSE: TXN), Intel spends a significant portion of its cash and profits on buybacks and dividends while also pursuing business growth by sinking another few billions per year into research and development.

        Fans of chief Intel rival Advanced Micro Devices (NYSE: AMD) sometimes cry foul and note that at least some of Intel's massive profits come from a history of anticompetitive and otherwise unclean business practices. Well, Halliburton has a shady history, too, and Raytheon makes a living on the science of killing people. That doesn't stop investors from loving their dividends and buybacks. Even if you see Intel as a sin stock, I don't think there's anything wrong with making money from it. If it makes you sleep better at night, you could tell yourself that you're taking money out of Intel's dirty pockets, thus cleaning the cash itself.

        Have you ever seen a stronger combination of growth and dividends? Share your finds in the comments section below.

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