主题：【科技风云】INTEL到底怎么了 -- 西风陶陶

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Associated Press

Intel Lowers Financial Forecast for 3Q

Thursday September 2, 5:23 pm ET

By Michael Liedtke, AP Business Writer

Intel Lowers Financial Forecast for Third Quarter, Latest Indicator of Sluggish Economy

SAN FRANCISCO (AP) -- High-tech bellwether Intel Corp. lowered its financial outlook Thursday, providing the latest sign of the economy's doldrums.

The Santa Clara-based computer giant said its third-quarter revenue will range from $8.3 billion to $8.6 billion. Management previously forecast revenue ranging from $8.6 billion to $9.2 billion for the three-month period ending Sept. 25.

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Gross profit margins are now expected to be within a couple points of 58 percent, compared with the earlier guidance of 60 percent, plus or minus a couple points.

With recent economic indications pointing to a slowdown, the stock market had been bracing for disappointing news from the world's largest computer chip maker, but Thursday's revised outlook appeared to be gloomier than many investors anticipated.

Intel's shares gained 20 cents to close at $21.63 on the Nasdaq Stock Market before the release of the mid-quarter update, then dropped $1.45 in extended trading.

The sales letdown at Intel doesn't bode well for other tech stocks because the chip maker is frequently used as a financial yardstick for sizing up the industry's prospects. Investors have become increasingly disenchanted with much of the tech sector after a flurry of disappointing second-quarter results.

The tech-laden Nasdaq composite index has declined by more than 6 percent so far this year. Intel has fared much worse, having lost one-third of its market value before Thursday's announcement.

Like many other companies, Intel is being hurt by slackening demand from customers. It's a headache that caused many of the nation's largest retailers to release disheartening monthly sales figures on Thursday.

The summer historically heralds a sluggish sales quarter for Intel, but this season seemed to be even more lethargic than usual, said First Albany Corp. analyst Auguste Richard.

The malaise may reflect one of the problems that plagued retailers -- a lackluster back-to-school shopping season. Intel relies on the beginning of the year to spark sales of computers.

But consumer don't seem as eager to buy computers, particularly the most sophisticated desktop models, said Moors & Cabot Inc. analyst Patrick Ho, who believes higher gas prices are one of the factors hurting Intel.

"When many consumers are paying 20 cents per gallon more for gasoline, it starts to add up and they begin to wonder if they need to spend an extra $800 to $1,000 on a computer," Ho said.

Even though Intel's second-quarter profits nearly doubled, this hasn't been a banner year for the chip maker. Unlike last year, the company hasn't been able to develop a hot new microprocessor that to spur businesses and consumers to upgrade to more sophisticated products -- a predicament that has narrowed Intel's profit margins, analysts said.

The frustrations, which have included product delays and manufacturing missteps, prompted CEO Craig Barrett to send out a July memo urging the company's employees to do a better job.

Intel的消息把Nasdaq搞得一片血红，惨啊！

到打击。CRAIG该退休了，这个CFO也是新的，INTEL能不能顺利过渡产品结构和管理层的双重转型？

现在不少股东宁愿把股息提高，对管理层来说是个挑战。但俺想，最可怕的是士气低落，暮气冉冉。

INTEL对于硅谷来说，不单是半导体的老大，最重要的是他坚持在不景气的时候继续投入研发。那种执着，那种英雄气，那种硅谷人的精神。INTEL诸君，振作啊！

也不知道这里有多少INTEL的，反正这话也不能到其他地方说，就在西西放放阙词吧。

发现一位在里面研发CPU的不但对AMD的产品期望更大 - 而且买了AMD股票。

Intel依然是个Monster，虽然最近出了不少问题，AMD想追上来不是一天两天的事情。

[SIZE=4]Intel Looks to Get Back on Track[/SIZE]

After its recent delays and missteps, chip maker sets its sights on a dual-core future.

Intel will look to a multicore future during the Fall Intel Developer Forum (IDF) in San Francisco this week as it tries to leave behind a tumultuous year plagued by product delays and road map revisions.

The company is expected to provide more information about its plans to introduce multicore processors across its product lines by the end of 2005. The multicore concept involves placing two separate processing engines on the same silicon chip.

Several other chipmakers have already introduced dual-core chips or revealed plans to build these chips as thermal problems have forced the chip industry to investigate new methods of improving performance that don't involve faster clock speeds. Last week, Advanced Micro Devices demonstrated a dual-core Opteron server processor that is scheduled to arrive in the middle of 2005.

Change of Plans

Intel canceled two future processor cores in May without providing any details about what would replace Tejas and Jayhawk, the code names for the planned successors to the Pentium 4 and Xeon DP processors. The Santa Clara, California, company didn't comment on what prompted the cancellations, saying only that it had realized it could bring multicore processors to market faster than anticipated.

Analysts believed that Intel's NetBurst architecture for the Pentium 4 and Xeon relied too heavily on raw clock speed to improve performance amid the heat dissipation problems that have accompanied the arrival of the 90-nanometer process generation.

The newest Pentium 4 chip based on the Prescott core consumes as much as 115 watts under maximum operating conditions in order to drive the clock speed of the Pentium 4 toward the 4 GHz mark. This is simply too much power to run through a chip that is more susceptible to leakage problems because of the ever-smaller structures created with new process technologies, analysts feel.

A dual-core or multicore processor allows chipmakers to run those individual cores at slower speeds while still improving performance. Intel laid the groundwork for its multicore processors with hyperthreading, a software technology that makes a single-core processor appear to be two processors to a PC or server's operating system.

Dual-Core Details?

It's still unclear whether Intel will disclose any architectural details of the forthcoming chips, or even their code names. Intel's Frank Spindler, vice president of the company's Corporate Technology Group, declined to comment on the specifics behind Intel's multicore plans during an IDF preview conference call, but promised that more information would be revealed.

Intel does plan to demonstrate a dual-core processor during one of the keynote addresses, Spindler says. However, he wouldn't say what type of system the company planned to show attendees.

"They have to talk about dual-core. That's the question du jour at this conference," says Kevin Krewell, editor in chief of the Microprocessor Report in San Jose, California. The conference attendees that build products based on Intel's technology will want to hear more about the dual-core chips to start working on their own products for next year, he says.

However, how much Intel will actually say about its dual-core technology is questionable, says Nathan Brookwood, principal analyst with Insight 64 in Saratoga, California. With over a year until the products are expected, Intel might choose to reveal a few tidbits of information at this conference and save the meatier disclosures for next year's Spring IDF in February, he says.

Sources have already indicated that the first dual-core Pentium 4 and Xeon chips will keep the NetBurst architecture for the first iteration of the chips. After that, Intel is eventually expected to move to a more power-friendly architecture based on Banias, the architecture behind the Pentium M notebook chip.

On the enterprise server side, Intel has already disclosed its plans for a dual-core Itanium 2 processor code-named Montecito and a dual-core Xeon MP chip called Tulsa, both of which are scheduled to arrive in 2005.

String of Setbacks

The other major topic on attendees' minds is the uncharacteristic string of product delays and manufacturing glitches that have affected Intel this year. Flaws cropped up in both chip set technologies the company introduced this year, and it said it would delay its first LCOS (liquid crystal on silicon) chip for digital televisions as well as the 4-GHz version of the Pentium 4. The various problems prompted a strongly worded e-mail to employees from Intel Chief Executive Officer Craig Barrett in July.

Many of the conference attendees plan products based on Intel's launch schedules, and there is a sense that Intel is about to become a lot more conservative when setting expectations for the arrival of new technologies, says Richard Doherty, research director at The Envisioneering Group in Seaford, New York. These hardware and software developers need to make their own plans based on Intel's delivery schedule, and delays at Intel can have a ripple effect through the industry, he says.

Amid all the flashy videos and slick demonstrations that characterize IDF, attendees need to be reassured that the problems Intel faced this year are not going to resurface in the future, Doherty says.

"The key concern is, 'Great, dazzle us, but deliver as well or I can't be sent here next year,' " Doherty says.

Intel President and Chief Operating Officer Paul Otellini will open the show on Tuesday with his keynote address. He plans to discuss how multicore technology will improve the digital home and the enterprise and talk about Intel's investment in WiMax, a wireless broadband Internet technology that can deliver signals over as much as 30 miles.

The direction of leadership is somewhat questionable...

爆点内幕给我们听听，一定比陶陶的那个好看，呵呵