business, just like in real life, companies can be a victim of
expectations. Fortunately for chipmaker Intel it handily
beat the estimates of Wall Street's top researchers, reporting
quarter ever. On Tuesday night after the closing bell Intel
reported a Q2 2010 revenue of $10.8B USD, handily topping the $10.25B
USD predicted by analysts.Chipmaker AMD, the David to Intel's
Goliath, had some good news of its own on Thursday. The company
posted a net loss for Q2 2010 of only $43M USD, $110M USD less than
the loss widely predicted by Wall Street. AMD reported revenue of $1.65B USD, where analysts had predicted it to pull in only
$1.54B USD. It also posted a promising Non-GAAP earnings were
$83M USD.AMD has benefited from its success
in the GPU segment, and, like Intel, by a strong upgrade cycle
demand for CPUs. AMD credits stronger demand for notebook CPUs
and GPUs as a major source of its turnaround. With its latest
results, AMD inches closer to finally crawling out of the money pit
it has long
been languishing in. In fact, if the current results are
any indication, AMD may return to profitability within a quarter or
two. Ultimately, AMD and Intel are being buoyed up
by a strong upgrade push both in the desktop and notebook sector.
A major part of this push is thanks
to Windows 7, Microsoft's latest consumer operating system that
is earning unanimous praise from reviewers and customers
alike.While some worry about the upgrade craze dying down, it
seems likely to continue strong for some time while so many customers
still have Windows XP. Additionally, businesses will likely
slowly jump onboard the upgrade train as they look to transition to
Windows 7. If Microsoft can replicate Windows 7's success with
Windows 8, the outlook for both Intel and AMD may continue to be just
quote: Right now, I'm seriously eying off the Phenom 2 X6 1090T, 6 cores at the price they are offering is hard to resist!
quote: I suggest, if you plan to use your Fermi GF100 for distributed computing, that you do it during winter if possible, and expect it to fail from electromigration breakdown or heat issues within first year of operation. I'm happy Nvidia came out with the GF104.
quote: Ever done some video transcoding? Hum.... guess not Edited HD video? nope
quote: Remember that in my original post, I said it's difficult to use all 6 cores maxed out simultaneously all the time.
quote: But as a stock analyst, all i've seen from you is this: wait and see
quote: Sandy Bridge coming in September - GPU/CPU on a chip. Supposedly on chip graphics are significantly faster than anything Intel has done before. Possible leaked benchmarks show that at 2.5ghz it can whip a 3.3ghz i7 chip.
quote: Wait 6 months and you'll have a war where AMD Fusion has by far the best GPU on chip and Intel Sandy Bridge will have the best CPU. This will be interesting to see how it develops. AT least for mainstreams desktops, laptops and even may be tablets, AMD might have an edge. AMD is great stock to buy at this morning's price.
quote: Their products are absolutely useless in the corp environment without any support for remote support of workstations.