Comments on: Intel's dire warning

By: Lee, California

Lee, California — Tue, 18 Nov 2008 06:42:07 +0000

I have noticed that many respondents (and some writers) on various tech articles have either minimal knowledge or negative (inaccurate) knowledge of technology, accounting, and market environments. While the author is correct that Q1 (Jan-Mar) sales will be down from Q4… this is due to seasonality. Hisotrically speaking, Q3 and Q4 are the best qtrs for Intel and AMD, while Q2 is the weakest. I agree that having a weak Q4, is not good, but to state that Q1 sales could be down is stating the industry obvious.

I would note that the larger economic environment is what's driving sales down for many industries, not just computers. What is more important is that Intel is not saddled with poor / outdated technology, overburdened with debt, continues to invest in future product & mfg development, and remains profitable (+ financially sound).

The unfortunate reality is that for almost any company or industry, if sales and profitability are down from forecast / target, a company needs to re-size itself to the market conditions.

By: B. Murray, Lynchburg, VA

B. Murray, Lynchburg, VA — Fri, 14 Nov 2008 15:01:30 +0000

Suz, that's 9 billion in SALES, not profits. I'm not familiar with Intel's accounting books, but I'd imagine a huge company like Intel would have quite a bit in overhead and manufacturing costs to subtract from that 9 billion.

By: Marcus, naples, florida

Marcus, naples, florida — Thu, 13 Nov 2008 03:39:19 +0000

very nice read, thanks!.

By: Joe P., San Jose, CA

Joe P., San Jose, CA — Thu, 13 Nov 2008 02:29:32 +0000

Well.. I don't think they had an option of sitting on the info, being it was material and all..

Had to be disclosed.

By: Alan Barr, Austin Texas

Alan Barr, Austin Texas — Thu, 13 Nov 2008 00:36:03 +0000

Interestingly, my daughter's Christmas laptop which I ordered from Dell was supposed to have shipped on 11/4/08. It still hasn't shipped and now isn't even expected to do so until 11/13/08 (if then). The problem – they say they can't get the Intel T2390 processor. Hmmm….

By: Suz, Los Angeles, CA

Suz, Los Angeles, CA — Thu, 13 Nov 2008 00:35:29 +0000

$9 billion and that's dire??? Not generating any revenue is dire! How many of the financial institutions would LOVE to generate $9 billion a quarter or have $2 Billion as net profit as Intel had last quarter. Gee, I know I would! You need to re-check the dictionary for the meaning of "DIRE". Otherwise, sensational headlines does not quantified great journalism!