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[News] [SOT] AMD's Bright Outlook for 2007

AMD's brimming with quad-core confidence

,----[ Quote ]
| AMD remains confident that the quad-core Barcelona
| chip for enterprise servers, due at the middle of this year, will
| deliver a 40 percent performance boost over what's available today
| -- an advantage Intel won't be able to match.
`----

http://blogs.business2.com/utilitybelt/2007/01/amds_brimming_w.html


Recent:

E.U. investigators want formal charge against Intel: report

http://www.marketwatch.com/News/Story/Story.aspx?guid=%7bC96B4158-E6F5-47DB-8164-A9E9141F7C5F%7d&siteid=yhoo&dist=yhoo

EU antitrust experts seek charges vs Intel-source

,----[ Quote ]
| The Commission has been investigating chip-maker Intel for six years
| to see if it acts unfairly to keep its dominance over rival Advanced
| Micro Devices.
`----

http://yahoo.reuters.com/news/articlehybrid.aspx?storyID=urn:newsml:reuters.com:20070117:MTFH01539_2007-01-17_10-23-02_BRU005303&type=comktNews&rpc=44

Black day for Wintel.


Intel profit down 39% as price cuts, spending crimp margins

,----[ Quote ]
| Intel Corp. late Tuesday reported fourth-quarter profit dropped 39% as
| the world's largest chipmaker cut prices and boosted investment as it
| attempts to beat back a challenge from smaller rival Advanced Micro
| Devices Inc.
`----

http://www.marketwatch.com/news/story/intel-profit-drops-39-price/story.aspx?guid=%7BF022C863%2D1C0B%2D4F8B%2DB0C5%2D1695AFFC6810%7D&dist=morenews
http://tinyurl.com/322onq


Henri Richard: AMD's bad guy

,----[ Quote ]
| At the Consumer Electronics Show in Las Vegas, Richard, at a
| breakfast meeting, did his duty again. He said the Intel Inside
| program and other marketing promotions Intel has used over the
| years have killed profitability for PC makers.
| 
| "The industry was saddled with a very successful marketing
| program that sucked all of the profit out of the industry," he
| said. In China, PC makers can avoid these programs and "not
| become a hostage." 
`----

http://news.com.com/2061-13053_3-6148717.html?part=rss&tag=2547-1_3-0-20&subj=news
http://tinyurl.com/yf475k


AMD spells out what it wants from Intel 

,----[ Quote ]
| The two companies sessions have "defined the universe in dispute".
| Intel has declined to produce documents that could show
| limitations on customers to buy chips from AMD, quotas for
| chip buying, and "other coercion, including threats of
| retaliation or retribution, for doing business with AMD
| (or not doing sufficient business with Intel)."
`----

http://www.theinquirer.net/default.aspx?article=36736


AMD claims key victory in Intel antitrust suit

,----[ Quote ]
| AMD filed suit against Intel in June 2005, charging Intel with
| employing anticompetitive practices in the sale of PC chips.
| Intel has denied the charges.
`----

http://www.marketwatch.com/News/Story/Story.aspx?guid=%7b4FC79547-9443-4262-BF1E-5AFC9FCDB046%7d&siteid=yhoo&dist=yhoo
http://tinyurl.com/ynfnkz


AMD says court seeks data from Intel in antitrust case

,----[ Quote ]
| Chipmaker Advanced Micro Devices Inc. said a U.S.
| federal court had overruled Intel Corp.'s 
| objections in an ongoing antitrust litigation.
| 
| The court has ordered Intel to produce documents and other
| evidence bearing upon its "exclusionary conduct" outside
| United States, AMD said in a statement.
`----

http://biz.yahoo.com/rb/061228/amd_lawsuit_intel.html?.v=1


Court tells Intel to hand over foreign documents in antitrust case

,----[ Quote ]
| In June 2005, AMD filed a massive antitrust lawsuit against Intel, accusing 
| the larger CPU maker of abusing its dominant position in the worldwide PC 
| market to prevent AMD's CPUs from making significant inroads. The suit 
| alleges that Intel customers like Toshiba, Gateway, Dell, Hitachi, and 
| others agreed to exclusive deals with Intel in exchange for "cash payments, 
| discriminatory pricing or marketing subsidies conditioned on the exclusion 
| of AMD."
`----

http://arstechnica.com/news.ars/post/20061217-8436.html


Intel Stock Continues Tumble

,----[ Quote ]
| Intel Corp.'s stock tumbled more than 5 percent Wednesday on investor
| fears about future profits, but some analysts believe the world's
| largest chipmaker is undervalued and has rapidly improved its
| competitive stance against rival Advanced Micro Devices Inc.
`----

http://biz.yahoo.com/ap/070117/earns_intel.html?.v=7


AMD rise means Intel margin pressure here to stay

,----[ Quote ]
| Here's a grim message for investors worried about Intel Corp.'s
| admission that its gross margins won't improve this year: Get used to it.
| 
| Analysts say the gloomy gross margin forecast is one of the
| clearest signs yet that Advanced Micro Devices Inc.is gradually prying
| loose Intel's grip on the microprocessor industry.
`----

http://yahoo.reuters.com/news/articlehybrid.aspx?storyID=urn:newsml:reuters.com:20070117:MTFH21269_2007-01-17_23-39-41_N17331764&type=comktNews&rpc=44
http://tinyurl.com/2rx2zv

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