AMD auf dem Weg zum Earnings-Crossover mit Intel (Seite 2728)

[pipin]

@br

Tax rate duerfte ca. bei 28 Prozent liegen, soll im q4 wieder auf 30 Prozent steigen.

Share Buyback wurde von 1 Milliarde auf 500 Mio runtergenommen.

Ansonsten nette Unitzahlen, mir wird etwas schwindelig wenn ich mir vorstelle, was Intel damit noch vor Jahrefrist verdient haette.

so long
pipin

[Ceypix]

Antwort auf Beitrag Nr.: 24.689.982 von yodamuc am 17.10.06 21:35:59

Ich bin zutiefst getroffen.

[BavarianRealist]

Was mir auf den ersten Blick zu Intels Zahlen auffällt:

- sie sind besser als ich erwartet habe, aber:

- Intels operating-profit-margin der "Digital Enterprise Group" ist nicht mal halb so hoch wie die von deren Mobility-Group: die Notebook-CPUs und -Chipsätze machen bald 2/3 von Intel Gewinn aus. AMD wird auch hier mit Hilfe von ATI angreifen, weil hier Intel am angreifbarsten ist

- Intels operating-income der "Digital Enterprise Group" hat sich weit mehr als halbiert von Q3/05 nach Q3/06: von 2164Mio$ auf nur noch 858Mio$ => vermutlich deutlich höhere Kosten bei den Core2 (doch schlechtes Yield?) als auch zeigt sich einfach der Konkurrenz-Druck von AMD, den womöglich Intel nächstes Jahr ähnlich in der Mobility-Group erleben dürfte

- Intels operating income hat sich fast gedrittelt: von 3100Mio$ auf nur noch 1374Mio$ ==> mehr und mehr des ausgewiesenen Gewinns muss damit aus "anderen Quellen" kommen, wie Gewinne aus Investments, Herunterfahren der Investitionen, sonstige günstigere Bewertungen etc.

- Intel hat sein capital-spending von Q2 nach Q3 fast um ein Drittel reduziert (von 1738Mio$ auf 1180Mio$) => man scheint gewaltig zu sparen

- Intel scheint die Verbuchung der Segment-Verkäufe noch nicht in diesem Q3/06 verbucht zu haben ==> die von mir hier erwarteten Sonder-Charges blieben damit (vorerst) mal aus

- Intels Inventory hat nicht abgenommen, sondern noch weiter zugenommen, obwohl man ca. 100Mio$ davon abgeschrieben hat; wenn auch die Zunahme nicht mehr groß ist

- Intels tax-rate ist extrem gesunken: von knapp 40% auf deutlich unter 30% => für mich ein Signal dafür, dass die "nachhaltige Gewinnesituation" eher niedriger liegen dürfte


Mehr später oder morgen von mir dazu...

[Linux4me]

http://biz.yahoo.com/bw/061017/20061017006212.html?.v=1


"We're pleased with the results of the third quarter, with record mobile and server processor shipments, strong manufacturing execution, industry acclaim for our new products, and quad-core processors now extending our leadership this quarter," said Intel President and CEO Paul Otellini.

[yodamuc]

@Hrundi

Wieso see you later? Intel-CC-Chat?

[yodamuc]

Antwort auf Beitrag Nr.: 24.686.468 von BUGGI1000 am 17.10.06 19:30:26

habe fertig

Bin ja gespannt ob die Wasserstandsmeldungen wieder kommen wo's wieder in seine Richtung geht...

@Hrundi
Kann die Explosionen über ungehöriges Verhalten ja nicht immer nur dir überlassen

[googlehupf]

@ googlehupf ... Du Idiot hast wieder zu schnell geschrieben.

Die Meldung gehört h i e r mit rein ins Forum.

[googlehupf]

Würde sagen, die Meldung gehört Ihr mit rein ins Forum:






AMD's Acquisition of ATI Receives Ontario Superior Court Approval
17.10.2006 17:35:00



Advanced Micro Devices, Inc. (NYSE:AMD) and ATI Technologies Inc. (TSX:ATY) (NASDAQ:ATYT) today announced that the Ontario Superior Court of Justice has issued the final order approving the arrangement under which all of ATI’s outstanding common shares will be acquired by an indirect wholly owned subsidiary of AMD. The proposed acquisition, announced on July 24, 2006, is expected to be completed during the week of October 23, subject to satisfaction or waiver of customary closing conditions. About AMD Advanced Micro Devices (NYSE:AMD) is a leading global provider of innovative microprocessor solutions for computing, communications and consumer electronics markets. Founded in 1969, AMD is dedicated to delivering superior computing solutions based on customer needs that empower users worldwide. For more information visit www.amd.com. About ATI ATI Technologies Inc. is a world leader in the design and manufacture of innovative 3D graphics, PC platform technologies and digital media silicon solutions. An industry pioneer since 1985, ATI is the world’s foremost graphics processor unit (GPU) provider and is dedicated to deliver leading-edge performance solutions for the full range of PC and Mac desktop and notebook platforms, workstation, set-top and digital television, game console and handheld device markets. With fiscal 2005 revenues of US $2.2 billion, ATI has approximately 4,000 employees in the Americas, Europe and Asia. Safe Harbor Statement This release contains forward-looking statements, which are made pursuant to the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements are commonly identified by words such as "proposed,” "may,” "expected,” and other terms with similar meaning. Forward-looking statements are based on current beliefs, assumptions and expectations and speak only as of the date of this release and involve risks and uncertainties that could cause actual results of AMD, ATI or the combined company to differ materially from current expectations. The material factors and assumptions that could cause actual results to differ materially from current expectations include, without limitation, the following: revenue, cost savings, growth prospects and any or other synergies expected from the proposed transaction may not be fully realized or may take longer to realize than expected; the transaction may not be accretive as expected; AMD or the combined company may not achieve any year-end or longer-term targeted gross margins, research and development expenses, selling, general or administrative expenses, operating margins, capital structure or debt-to-capitalization ratio; AMD or the combined company may require additional capital and may not be able to raise sufficient capital, on favorable terms or at all; delays associated with integrating the companies, including employees and operations; the possible impairment of goodwill and other long-lived assets resulting from the transaction and the resulting impact on the combined company’s assets and earnings; unexpected variations in market growth and demand for the combined company’s products and technologies; rapid and frequent technology changes in the computing and consumer electronics segments; potential constraints on the ability to develop, launch and ramp new products on a timely basis; research and development costs associated with the development of new products and other factors that may affect future results of the combined company described in the section entitled "Risk Factors” in the management information circular that was mailed to ATI’s shareholders and in AMD and ATI’s filings with the U.S. Securities and Exchange Commission ("SEC”) that are available on the SEC’s web site located at http://www.sec.gov, including the section entitled "Risk Factors” in AMD’s Form 10-Q for the fiscal quarter ended July 2, 2006 and the section entitled "Risks and Uncertainties” in Exhibit 1 to ATI’s Form 40-F for the fiscal year ended August 31, 2005. Please see Item 3.12 "Narrative Description of the Business – Risks and Uncertainties” in ATI’s 2005 Annual Information Form and the Risks and Uncertainties section of ATI’s annual MD&A on page 30 of ATI’s 2005 Annual report filed on the SEDAR website maintained by the Canadian Securities Administrators at http://www.sedar.com. Readers are strongly urged to read the full cautionary statements contained in those materials. We assume no obligation to update or revise any forward-looking statement, whether as a result of new information, future events or any other reason.

[Hrundi]

Antwort auf Beitrag Nr.: 24.686.378 von yodamuc am 17.10.06 19:27:08

@yoda


ahhhhhhhhhhhhhhhhhhhhhhhh datt deit so richtig juuut




Gruß Ihr Helden! see you later!

Hrundi

[BUGGI1000]

Yoda, Du hast noch was vergessen:

" ... habe fertig ..."