Intel's total collapse will be sooner than you expect

[sharikou]

First, you need to grasp Intel's financial situation. That company is financially very very fragile right now.
Basically, at the end of Q1, Intel had $14.0 billion cash+short term investment, but also had $9.8 billion payments due, leaving only $4.2 billion net cash. But, Intel also had $2.6 billion of debt. Intel has 103K people to feed, they consume $3 billion per quarter. In 1Q06, Intel's free cash flow was only $0.3 billion.

For 2Q06, we heard enough bad news already. Intel stuffed the channel in Q1 and stuffed more in Q2 ( http://www.theinquirer.net/?article=32136 ). Intel CPUs prices crashed 40% and volume fell 21%. If Intel posts an operating loss for 2Q06, don't be surprised.

For 3Q06, the situation is even worse. Intel will slash Netbust price further, yet it won't be able to supply enough Conroes. DELL has no way to go, but AMD (see http://www.theinquirer.net/?article=32536 ). AMD is ramping production like crazy. AMD's unit output will increase by 50% in Q3. Intel will have lower prices and lower units for 3Q06. Operating loss is in the bag.

For 4Q06, Intel expects to ramp Conroe to 25% of the units. Unfortunately, by then, AMD's 65nm Rev G will be out. Intel will be still stuck with a huge pile of Netbust chips. Eventually, Intel will have to write off most of those and record massive losses.

Then comes 2007. K8L and Bulldozer will be out. Game over for Intel.

If you also consider stuff like impairment on goodwill, write off assets and other losses, Intel is simply in a hopeless situation.

 

[Action_Man]

Take this trash elsewhere fanboy!

 

[1Tanker]

First, you need to grasp Intel's financial situation. That company is financially very very fragile right now. (see http://sharikou.blogspot.com/2006/05/intel-chapter-11-candidate.html )

Basically, at the end of Q1, Intel had $14.0 billion cash+short term investment, but also had $9.8 billion payments due, leaving only $4.2 billion net cash. But, Intel also had $2.6 billion of debt. Intel has 103K people to feed, they consume $3 billion per quarter. In 1Q06, Intel's free cash flow was only $0.3 billion.

For 2Q06, we heard enough bad news already. Intel stuffed the channel in Q1 and stuffed more in Q2 ( http://www.theinquirer.net/?article=32136 ). Intel CPUs prices crashed 40% and volume fell 21%. If Intel posts an operating loss for 2Q06, don't be surprised.

For 3Q06, the situation is even worse. Intel will slash Netbust price further, yet it won't be able to supply enough Conroes. DELL has no way to go, but AMD (see http://www.theinquirer.net/?article=32536 ). AMD is ramping production like crazy. AMD's unit output will increase by 50% in Q3. Intel will have lower prices and lower units for 3Q06. Operating loss is in the bag.

For 4Q06, Intel expects to ramp Conroe to 25% of the units. Unfortunately, by then, AMD's 65nm Rev G will be out. Intel will be still stuck with a huge pile of Netbust chips. Eventually, Intel will have to write off most of those and record massive losses.

Then comes 2007. K8L and Bulldozer will be out. Game over for Intel.

If you also consider stuff like impairment on goodwill, write off assets and other losses, Intel is simply in a hopeless situation.

http://sharikou.blogspot.com/2006/06/intel-may-suffer-losses-in-2q06-3q06.html

FUDMAN Cometh :roll:

 

[Action_Man]

Why don't you stay here coward? Why don't you have a site instead of some sh!tty pathetic blog?

 

[Action_Man]

Why do you link to your own posts as proof?

 

[Action_Man]

Well since we're linking to the inquirer heres a good article for you.

Link.

 

[Action_Man]

Hahaha, owned again. We'll have to release a best of sharikou getting owned DVD as well. We could also release a double DVD of BM and sharikou.

 

[1Tanker]

Why don't you stay here coward? Why don't you have a site instead of some sh!tty pathetic blog?

What is sad is that Google actually hit's blogs as pertinent info.... therefore we need to ensure that it does not go unchallenged....

He should explain the 10 year trends (data I have posted before):

Year....Net Sales....Operating Income (Loss) in Millions....Net Income (Loss)
1994....2155.........469................................271
1995....2468.........222................................216
1996....1953.........(253).............................(69)
1997....2356.........(91)..............................(21)
1998....2542.........(163).............................(104)
1999....2857.........(321).............................(89)
2000....4644.........888...............................983
2001....3891.........(58 )..............................(60)
2002....2697.........(1225)............................(1303)
2003....3519.........(233).............................(110)
2004....5000.........222................................91

2005
2005..q1..1272.......(45)..............................(17)
2005..q2..1260.......(7)...............................(30)
2005..q3..1522........79...............................(31)
2005..q4..1838........205...............................96
===========================================================

AMD: Cumulative 11 year net income (-178 million)
(Source: http://www.amd.com/us-en/Corporate/InvestorRelations/0,,51_306_5147,00.html )


Year....Net Sales....Operating Income (Loss) in Millions....Net Income (Loss)

1994....11521.........3387..............................2288
1995....16202.........5252..............................3566
1996....20847.........7553..............................5157
1997....25070.........9887..............................6945
1998....26273.........8379..............................6068
1999....29389.........9767..............................7314
2000....33726.........10395.............................10535
2001....26539.........2256..............................1291
2002....26764.........4382..............................3117
2003....30141.........7533..............................5641
2004....34209.........10130.............................7516
2005....38826.........12090.............................8664

INTEL: Cumulative 11 year net income 57100 million i.e. Profit 57.1 billion
(source: http://www.intel.com/intel/finance/annual.htm?iid=InvRel+LeftNav_Annual_Reports& )That info isn't from sharikoo.blogspot.com, thus it isn't legitimate.

 

[Action_Man]

Please people, do not go to his blog hes just fishing for traffic. Instead just ridicule him in the topics he creates so they'll get locked and pushed off the front page.

 

[shinigamiX]

-Opteron owned Xeon for 3 years performance-wise, and what did that get AMD? 13% marketshare. Oh WOW! :roll:
-sharikou is a retard.
-Early benchmarks indicate Woodcrest taking back the performance lead.
-sharikou's PhD is for romantic poetry.
-AMD is growing but still incomparable to Intel in terms of sheer size, etc.
-sharikou isn't paid by AMD, even AMD is shaking their heads and saying "WTF is this guy smoking?"
-Intel is a lot better off financially than you make it out to be.
-sharikou is scared of the real knowledgeable people calling his BS so he makes a topic then runs back to his blog.
-I will remember your statement, and come 2007/8 I will quote you on it. Then you'll look real clever.
-sharikou thinks he is an expert on everything from economics to hardware development to espionage, since he obviously stealthily followed Anand lal Shimpi and obtained irrevocable evidence that he deems concrete enough to protect him from a libel lawsuit(its the internet, we can only dream).
-Have a nice day, retard.
Oh and this is what we think of you

We just love insulting you.

 

[turpit]

First, you need to grasp Intel's financial situation. That company is financially very very fragile right now. (see http://sharikou.blogspot.com/2006/05/intel-chapter-11-candidate.html )

Basically, at the end of Q1, Intel had $14.0 billion cash+short term investment, but also had $9.8 billion payments due, leaving only $4.2 billion net cash. But, Intel also had $2.6 billion of debt. Intel has 103K people to feed, they consume $3 billion per quarter. In 1Q06, Intel's free cash flow was only $0.3 billion.

For 2Q06, we heard enough bad news already. Intel stuffed the channel in Q1 and stuffed more in Q2 ( http://www.theinquirer.net/?article=32136 ). Intel CPUs prices crashed 40% and volume fell 21%. If Intel posts an operating loss for 2Q06, don't be surprised.

For 3Q06, the situation is even worse. Intel will slash Netbust price further, yet it won't be able to supply enough Conroes. DELL has no way to go, but AMD (see http://www.theinquirer.net/?article=32536 ). AMD is ramping production like crazy. AMD's unit output will increase by 50% in Q3. Intel will have lower prices and lower units for 3Q06. Operating loss is in the bag.

For 4Q06, Intel expects to ramp Conroe to 25% of the units. Unfortunately, by then, AMD's 65nm Rev G will be out. Intel will be still stuck with a huge pile of Netbust chips. Eventually, Intel will have to write off most of those and record massive losses.

Then comes 2007. K8L and Bulldozer will be out. Game over for Intel.

If you also consider stuff like impairment on goodwill, write off assets and other losses, Intel is simply in a hopeless situation.

http://sharikou.blogspot.com/2006/06/intel-may-suffer-losses-in-2q06-3q06.html

Please, I beg of you, lay off the crack pipe. For your own heatlh if nothing else.

 

[1Tanker]

-Opteron owned Xeon for 3 years performance-wise, and what did that get AMD? 13% marketshare. Oh WOW! :roll:
-sharikou is a retard.
-Early benchmarks indicate Woodcrest taking back the performance lead.
-sharikou's PhD is for romantic poetry.
-AMD is growing but still incomparable to Intel in terms of sheer size, etc.
-sharikou isn't paid by AMD, even AMD is shaking their heads and saying "WTF is this guy smoking?"
-Intel is a lot better off financially than you make it out to be.
-sharikou is scared of the real knowledgeable people calling his BS so he makes a topic then runs back to his blog.
-I will remember your statement, and come 2007/8 I will quote you on it. Then you'll look real clever.
-sharikou thinks he is an expert on everything from economics to hardware development to espionage, since he obviously stealthily followed Anand lal Shimpi and obtained irrevocable evidence that he deems concrete enough to protect him from a libel lawsuit(its the internet, we can only dream).
-Have a nice day, retard.
Oh and this is what we think of you

We just love insulting you.

Love that meter. Please, where can i get one?

 

[Lord-Ilpolazzo]

First, you need to grasp Intel's financial situation. That company is financially very very fragile right now. (see http://sharikou.blogspot.com/2006/05/intel-chapter-11-candidate.html )

Basically, at the end of Q1, Intel had $14.0 billion cash+short term investment, but also had $9.8 billion payments due, leaving only $4.2 billion net cash. But, Intel also had $2.6 billion of debt. Intel has 103K people to feed, they consume $3 billion per quarter. In 1Q06, Intel's free cash flow was only $0.3 billion.

For 2Q06, we heard enough bad news already. Intel stuffed the channel in Q1 and stuffed more in Q2 ( http://www.theinquirer.net/?article=32136 ). Intel CPUs prices crashed 40% and volume fell 21%. If Intel posts an operating loss for 2Q06, don't be surprised.

For 3Q06, the situation is even worse. Intel will slash Netbust price further, yet it won't be able to supply enough Conroes. DELL has no way to go, but AMD (see http://www.theinquirer.net/?article=32536 ). AMD is ramping production like crazy. AMD's unit output will increase by 50% in Q3. Intel will have lower prices and lower units for 3Q06. Operating loss is in the bag.

For 4Q06, Intel expects to ramp Conroe to 25% of the units. Unfortunately, by then, AMD's 65nm Rev G will be out. Intel will be still stuck with a huge pile of Netbust chips. Eventually, Intel will have to write off most of those and record massive losses.

Then comes 2007. K8L and Bulldozer will be out. Game over for Intel.

If you also consider stuff like impairment on goodwill, write off assets and other losses, Intel is simply in a hopeless situation.

http://sharikou.blogspot.com/2006/06/intel-may-suffer-losses-in-2q06-3q06.html

Why the hell do u bother writing this c***. Just go away u tiresome little man

 

[gOJDO]

First, you need to grasp Intel's financial situation. That company is financially very very fragile right now. (see http://sharikou.blogspot.com/2006/05/intel-chapter-11-candidate.html )

Basically, at the end of Q1, Intel had $14.0 billion cash+short term investment, but also had $9.8 billion payments due, leaving only $4.2 billion net cash. But, Intel also had $2.6 billion of debt. Intel has 103K people to feed, they consume $3 billion per quarter. In 1Q06, Intel's free cash flow was only $0.3 billion.

For 2Q06, we heard enough bad news already. Intel stuffed the channel in Q1 and stuffed more in Q2 ( http://www.theinquirer.net/?article=32136 ). Intel CPUs prices crashed 40% and volume fell 21%. If Intel posts an operating loss for 2Q06, don't be surprised.

For 3Q06, the situation is even worse. Intel will slash Netbust price further, yet it won't be able to supply enough Conroes. DELL has no way to go, but AMD (see http://www.theinquirer.net/?article=32536 ). AMD is ramping production like crazy. AMD's unit output will increase by 50% in Q3. Intel will have lower prices and lower units for 3Q06. Operating loss is in the bag.

For 4Q06, Intel expects to ramp Conroe to 25% of the units. Unfortunately, by then, AMD's 65nm Rev G will be out. Intel will be still stuck with a huge pile of Netbust chips. Eventually, Intel will have to write off most of those and record massive losses.

Then comes 2007. K8L and Bulldozer will be out. Game over for Intel.

If you also consider stuff like impairment on goodwill, write off assets and other losses, Intel is simply in a hopeless situation.

http://sharikou.blogspot.com/2006/06/intel-may-suffer-losses-in-2q06-3q06.html

Shakira, everything you said is so true!
Don't listen to these inteloids, just ignore them and everything will be allright. I am more curious, I knew that AMD ahs the power to destroy Intel, but they are so kind and they let Intel live for a while. And those inteloids have no respect for that. Lets ignore them, Shakira, AMD will be the best no matter what inteloids are saying!

 

[apache_lives]

heh if you read the reports when AMD was loosing with the AthlonXP you would crap your self :roll:

First, you need to grasp Intel's financial situation. That company is financially very very fragile right now. (see http://sharikou.blogspot.com/2006/05/intel-chapter-11-candidate.html )

Basically, at the end of Q1, Intel had $14.0 billion cash+short term investment, but also had $9.8 billion payments due, leaving only $4.2 billion net cash. But, Intel also had $2.6 billion of debt. Intel has 103K people to feed, they consume $3 billion per quarter. In 1Q06, Intel's free cash flow was only $0.3 billion.

For 2Q06, we heard enough bad news already. Intel stuffed the channel in Q1 and stuffed more in Q2 ( http://www.theinquirer.net/?article=32136 ). Intel CPUs prices crashed 40% and volume fell 21%. If Intel posts an operating loss for 2Q06, don't be surprised.

For 3Q06, the situation is even worse. Intel will slash Netbust price further, yet it won't be able to supply enough Conroes. DELL has no way to go, but AMD (see http://www.theinquirer.net/?article=32536 ). AMD is ramping production like crazy. AMD's unit output will increase by 50% in Q3. Intel will have lower prices and lower units for 3Q06. Operating loss is in the bag.

For 4Q06, Intel expects to ramp Conroe to 25% of the units. Unfortunately, by then, AMD's 65nm Rev G will be out. Intel will be still stuck with a huge pile of Netbust chips. Eventually, Intel will have to write off most of those and record massive losses.

Then comes 2007. K8L and Bulldozer will be out. Game over for Intel.

If you also consider stuff like impairment on goodwill, write off assets and other losses, Intel is simply in a hopeless situation.

http://sharikou.blogspot.com/2006/06/intel-may-suffer-losses-in-2q06-3q06.html

 

[quantumsheep]

Ha.Ha.Ha.

 

[INeedCache]

This kind of stuff makes me want to buy a VIA chip.

 

[quantumsheep]

This type of stuff makes me want a 3 way market, more fanboys = more laughs for me!

 

[Guest]

This kind of stuff makes me want to buy a VIA chip.

hehehe

 

[Mike995]

Are you kidding me ?, you do know how much smaller amd is then intel right ??? you must know that. Plz take your biased, unlogical opinions some where else you moron. Why do you like amd soo much, personally I cannot stand that I cannot overclock my amd processor that much, and that all of my intels overclocked like monsters even my Pentium 1. Its almost made me switch back to intel, and I cannot wait for the core 2.

 

[Ycon]

Intel is one of the richest companies in the world, while YOUR company tries to sell $20k crap computers so who is going to collapse?

 

[YO_KID37]

Intel is one of the richest companies in the world, while YOUR company tries to sell $20k crap computers so who is going to collapse?

OK, Ycon Don't be so Bias towards Intel. Remember these few Sayings

The Bigger they are the harder they fall.

and

If You Build It, Nerds Will come.

and

AMD is so small they have nothing to loose but everything to gain. But Intel Is so large, they Have everything to loose nothing to gain.

(REad this one a few times and think how much Processers and Chips Intel has out in the world so far, From Intel486-all the way to Core Duo and the unborn Core 2 Duo)Probbaly Billions if counted from every product with the name Intel printed on it

President Hirohito: You are American?
Red: Yes.
President Hirohito: [begins to gesture] Ogh! You must have very big pee-anis!
Red: Excuse me? I was just asking you what you're up to with these toys!
President Hirohito: Nothing. We are very simple people. With very small penis. Mr. Ose penis is …especially small.
Mr. Ose: [fakes a sob] Uh, smuh, so small.
President Hirohito: We cannot achieve much with so small penis. But you! Americans. Wow! Penis so big! SOOO big penis!

 

[gr8mikey]

Is your anal dildo powered by an AMD cpu or something you idiot? Please go away! If you plan on starting a legitimate topic and stick around to defend your points that's fine. But to keep posting this idiotic stuff and running back to your chickensh*t blog is getting ridiculous.

Here is an idea for you: Stick to your blog and your fellow idiot supporters and stop being an attention whore on this forum.

 

[carlhungis]

Why don't you stay here coward? Why don't you have a site instead of some sh!tty pathetic blog?

What is sad is that Google actually hit's blogs as pertinent info.... therefore we need to ensure that it does not go unchallenged....

He should explain the 10 year trends (data I have posted before):

Year....Net Sales....Operating Income (Loss) in Millions....Net Income (Loss)
1994....2155.........469................................271
1995....2468.........222................................216
1996....1953.........(253).............................(69)
1997....2356.........(91)..............................(21)
1998....2542.........(163).............................(104)
1999....2857.........(321).............................(89)
2000....4644.........888...............................983
2001....3891.........(58 )..............................(60)
2002....2697.........(1225)............................(1303)
2003....3519.........(233).............................(110)
2004....5000.........222................................91

2005
2005..q1..1272.......(45)..............................(17)
2005..q2..1260.......(7)...............................(30)
2005..q3..1522........79...............................(31)
2005..q4..1838........205...............................96
===========================================================

AMD: Cumulative 11 year net income (178 million)
(Source: http://www.amd.com/us-en/Corporate/InvestorRelations/0,,51_306_5147,00.html )


Year....Net Sales....Operating Income (Loss) in Millions....Net Income (Loss)

1994....11521.........3387..............................2288
1995....16202.........5252..............................3566
1996....20847.........7553..............................5157
1997....25070.........9887..............................6945
1998....26273.........8379..............................6068
1999....29389.........9767..............................7314
2000....33726.........10395.............................10535
2001....26539.........2256..............................1291
2002....26764.........4382..............................3117
2003....30141.........7533..............................5641
2004....34209.........10130.............................7516
2005....38826.........12090.............................8664

INTEL: Cumulative 11 year net income 57100 million i.e. Profit 57.1 billion
(source: http://www.intel.com/intel/finance/annual.htm?iid=InvRel+LeftNav_Annual_Reports& )

What is funny to me is that no one at AMD seems to be concerned about money. How is it that a company that has only made 171 million in 11 years can somehow scrape together 6 billion dollars for 2 new fabs? Especially in light of them getting beat across the board by the core architecture.

Seems crazy to me. But Shakira is probably right, Intel is teh doomed. It is amazing how 2 down quarters (Still profitable mind you, but not as profitable...) can bring about the demise of a company with billions in the bank.

Can't you get banned for posting nothing but FUD? I mean really, her last 3 posts have all been locked and this is the worst one.

 

[gr8mikey]

Please people, do not go to his blog hes just fishing for traffic. Instead just ridicule him in the topics he creates so they'll get locked and pushed off the front page.

For that matter, as soon as you notice one of these stupid threads get locked, everyone should do their part to bump old threads to get it off the first page ASAP.