Intel - ein kurzfristiger Trade?

Außerdem wurden beim Quad-Core Prozessor die beiden integrierten Speicher-Controller überarbeitet. Sie arbeiten nun unabhängig voneinander, was die RAM-Performance erhöhen soll, da mehr Speicherbereiche aktuell geöffnet bleiben können. Weiterhin unterstützen die Speicher-Controller nun die 48bit Adressierung. Das erlaubt bis zu 256 TeraByte Hauptspeicher.
Schon durch die Fertigung in 65nm Silicon-On-Insulator (SOI) Technik wird die Stromaufnahme des Quad-Core Opteron etwas gesenkt im Vergleich zu zwei aktuellen Dual-Core Opteron, aber AMD implementiert noch zusätzlich Stromspartechniken. 'Barcelona' erlaubt unterschiedliche Taktfrequenzen pro Kern, um bei Nichtnutzung weniger Leistung zu verbrauchen. Außerdem können CPU-Kerne und Speicher-Controller mit unterschiedlicher Spannung laufen, wenn z.B. eine besonders Speicher-intensive Berechnung ansteht, die wenig CPU-Last benötigt.
Insgesamt schätzt AMD, dass 'Barcelona' rund 95 Watt verbraucht. Aktuelle Dual-Core Opterons sind bis zu 120 Watt ausgelegt.
Öffentlicht demonstriert hat AMD seine Quad-Core Prozessoren auf dem Fall Microprocessor Forum nicht und auch über die Leistungsfähigkeit schweigt sich der Hersteller noch aus. Bis Ende dieses Jahres aber dürfte AMD 'Barcelona'-basierte Systeme zeigen. Vielleicht lässt sich dann mehr über die Performance sagen.

AMDs Quad-Core Desktop-Prozessoren sollen nach dem 4-Kern-Opteron (Mitte 2007) irgendwann in der zweiten Hälfte des nächsten Jahres erscheinen.

www.hartware.de/news_40874.html

ausführlicher noch bei www.heise.de

"Transmeta's commitment to technological innovation has yielded highly valuable intellectual property. As a part of our business decision last year to increasingly focus on monetizing our IP through technology licensing, we understood that in some cases we might need to pursue enforcement through the courts," said Arthur L. Swift, president and CEO of Transmeta. "We believe that the action we have taken today is an appropriate step to return value to our stockholders from our investments over the past decade."

About Transmeta Corporation

Transmeta Corporation develops and licenses innovative computing, microprocessor and semiconductor technologies and related intellectual property. Founded in 1995, we first became known for designing, developing and selling our highly efficient x86-compatible software-based microprocessors, which deliver a balance of low power consumption, high performance, low cost and small size suited for diverse computing platforms. We now also provide, through strategic alliances and under contract, engineering services that leverage our microprocessor design and development capabilities. In addition to our microprocessor product and services businesses, we also develop and license advanced power management technologies for controlling leakage and increasing power efficiency in semiconductor and computing devices. To learn more about Transmeta, visit www.transmeta.com.

Safe Harbor Statement

This release contains forward-looking statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Such statements speak only as of the date of this release, and we will not necessarily provide updates of our projections or other forward-looking statements. Investors are cautioned that such forward-looking statements are subject to many risks and uncertainties, and may differ materially or adversely from our actual results or future events. Important risk factors that could have material or adverse effects on our results include general economic and political conditions, specific conditions and volatility in the markets that we address, the risk that we might not successfully negotiate any additional agreements to provide engineering services, the potential loss of key technical and business personnel, practical challenges in modifying our business model, our ability to satisfy the continued listing requirements of the Nasdaq Stock Market, the adoption and market acceptance of our products and technologies by current and potential customers and licensees, our inability to predict or ensure that third parties will license our technologies or use our technologies to generate royalties, the rescheduling or cancellation of significant customer orders, difficulties in developing or manufacturing our products in a timely and cost effective manner, our dependence on third parties for sourcing materials and providing manufacturing services, intense competition and competitive pressures, the ability to enter strategic collaborations or raise financing on satisfactory terms, patents and other intellectual property rights, and other risk factors. We urge investors to review our filings with the Securities and Exchange Commission, including our most recent reports on Forms 10-K, 10-Q and 8-K, which describe these and other important risk factors that could have an adverse effect on our results. We undertake no obligation to revise or update publicly any forward-looking statement for any reason.

Transmeta is a trademark of Transmeta Corporation. All other product or service names mentioned herein are the trademarks of their respective owners.



Cu
Röckefäller

Earlier today, fellow Fool Rich Smith tried to prepare Intel (Nasdaq: INTC) investors for next Tuesday's earnings report by reminding them that analysts are expecting the chip-making giant to report a 13.5% decrease in sales and a 23% decline in profits.

Ouch! That's the kind of news that could fuel a bit more volatility in Intel's stock, which is now selling for $21.65 a share but has fluctuated between $16 and $27 in the past year.

As longtime Fool readers know, I'm bullish on Intel's long-term prospects for a number of reasons. I liked the company's decision this past summer to restructure its workforce. More recently, I was impressed with its new silicon-photonics advances. And thirdly, I have always believed that its sizeable investments in nanotechnology-related research and development will position the company favorably against rival Advanced Micro Devices (NYSE: AMD).

All of these projects are long term in nature and won't be reflected in the stock price anytime soon. Increasingly, however, I have become bullish on what WiMax will mean for Intel in the near-to-mid term.

WiMax is short for "worldwide interoperability for microwave access," and it is a standards-based wireless technology. You can think of it as Wi-Fi on steroids. In August, Intel announced a major WiMax deal with Sprint Nextel (NYSE: S), and just yesterday, the company received another major boost when Nokia (NYSE: NOK), the world's largest producer of mobile handsets, announced that it will begin introducing cell phones based on the emerging WiMax standard beginning in 2008.

This is good news for Intel because it boosts its bid to make WiMax the dominant wireless broadband technology. And, of course, Intel stands to benefit enormously from this standardization, because it will be the major supplier of the chips that will allow cell phones, laptops, and other electronic devices to access the advanced wireless system. (Motorola (NYSE: MOT), which also manufactures much of the WiMax infrastructure, will also benefit from the Nokia decision.)

This latest development from Nokia won't do anything to offset this coming Tuesday's harsh news for Intel. But by giving WiMax a little push, it does give long-term Intel investors a reason to believe that better days are ahead.

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Business Week
6. Oktober 2006
Micron Shares Shrink on Shortfall

The semiconductor maker's quarterly earnings disappointed the Street, and analysts appear divided as to its future prospects

Shares of Micron Technology (MU) shed more than 10% of their value to $15.74 Friday after the Boise (Idaho)-based maker of semiconductor devices posted fourth-quarter earnings that came in below analysts' expectations. Micron's principal products are DRAM and NAND flash memory, and CMOS image sensors, used in a broad array of electronic applications including PCs, workstations, network servers, and mobile phones.

After the close of trading Thursday, the company announced fourth quarter earnings per share of 8 cents, on net sales of $1.4 billion, vs. EPS of 7 cents on sales of $1.3 billion one year earlier. For fiscal 2006 (ended August) EPS was 57 cents on sales of $5.3 billion, vs. EPS of 29 cents on sales of $4.9 billion for the prior fiscal year.

In a press release, the company said sales of DDR and DDR2 memory products increased slightly in the fourth quarter compared to the third quarter. Sales of NAND flash products also rose in the quarter and included only limited volumes from its June 2006, acquisition of Lexar Media.

In an Oct. 6 note, Goldman Sachs analyst James Covello reiterated his sell rating on the shares, saying that the company's pro forma EPS of 12 cents, which includes employee stock option costs, was below his 14-cent estimate and well below recent Wall Street expectations for EPS upside. The analyst says sales of $1.37 billion represented 5% quarter-over-quarter growth, 3% below the Street estimate.

According to Covello, Micron is losing money in the NAND business, and has been unable to generate meaningful EPS despite diversifying away from the DRAM business into the image sensor and NAND businesses. Given the company's decreasing exposure to the DRAM segment, this diversification strategy is actually limiting its profitability, Covello argues. He continues to expect about 30% downside to his $12 12-month price target.

But Standard & Poor's equity analyst Thomas Smith takes quite a different view on Micron. He reiterated his strong buy rating on the shares Friday, saying EPS was in line with his estimate before one-time legal costs of $45 million, or about 6 cents a share. Smith notes that DRAM pricing was strong in the fourth quarter and he expects the strength to continue in fiscal 2007, as he projects PC memory needs to rise 25% to 500% to run Microsoft’s (MSFT) next-generation Vista software. He notes that a fourth quarter legal settlement with Toshiba will boost receivables by $288 million.

Smith kept his EPS estimates at $1.20 for fiscal 2007 and $1.50 for fiscal 2008. He is sticking with his 12-month target price of $26.

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Chart von Micron nach den schlechten Zahlen von Montag: Erinnert an Intel nach den letzten Ergebnis-Patzern. Ich könnte mir vorstellen, dass Intel am Dienstag auch 2 bis 3 Dollar verliert. Das MUSS aber nicht sein. Wenn die Analysten bereits - 23 % beim Gewinn erwarten und Intel diese schwachen Erwartungen schlägt (z. B. mit Gewinnrückgang auf nur  21 %), könnte der Kurs auch da bleiben wo er ist. Großes Aufwärtspotenzial dürfte es hingegen nicht geben, schon weil bei 22 Dollar die Unterkante des Down-Gaps vom letzten März lauert.