Intel is being sued again… Federal Trade Commission (FTC) sued Intel finally. I expected this day to come. Just not so soon. As expected too, INTC stock price dropped while AMD and NVDA stocks price went up…

INTC, AMD and NVDA performance from 15th to 18th December 2009

What FTC wants (taken from AnandTech):

1. For Intel to stop doing all of the things mentioned above.
2. Intel cannot require OEMs to purchase only Intel CPUs and GPUs, purchase them in specific quantities, or to not purchase competitors GPUs and CPUs. This is effectively a stab at the rebates Intel has been offering for bulk purchasing, and the advertising help Intel has been offering to bulk purchasers.
3. To stop prioritizing CPU shipments to loyal OEMs.
4. To stop withholding technical support from disloyal OEMs.
5. For Intel to be disallowed from producing/distributing any software or hardware that unreasonably excludes or inhibits the performance of competitors’ GPUs and CPUs.
6. To stop selling things below cost. The FTC is defining this as being the average variable cost plus a “contribution to Intel’s fixed sunk costs in an appropriate multiple of that average variable cost.”
7. For Intel to do a few different things about the versions of their compiler that put AMD at a disadvantage (which the FTC is calling the Defective Compiler): offer a substitute compiler to customers for free that is not a Defective Compiler, or to compensate customers in switching to another compiler, to provide notice to software buyers of products compiled using the Defective Compiler that they may need to replace their software.
8. To stop Intel from making misleading statements.
9. To prevent Intel from coercing benchmark organizations into adopting misleading benchmarks.
10. For Intel to license the QPI and DMI buses to 3rd party chipset manufacturers.
11. For Intel to not block the Global Foundries deal (AMD and Intel already settled this) or any similar deal that VIA might make.
12. For Intel to stop badmouthing competing products unless they have solid scientific evidence.
13. For Intel to foot the bill for the independent organization that will monitor this.

FTC helps Nvidia a lots. If all of the above does happen, Nvidia will have its chipset department running again. Did you see any Nvidia powered Core i5 or i7 motherboard lately? Nope. And you won’t need to use underpowered netbook with Intel chipset again. And wait for Nvidia ION platform 2 now.

• 0 Comments

Yeah… Intel will buy Nvidia (StreetInsider.com). This rumour pop up again after Intel killed the first retail version of its GPU ~ Larrabee. No… Intel will “never” buy Nvidia (TG Daily)

Image via MaximumPC

So what is your thought? Intel is great on its CPU. And Nvidia on GPU. If they follow AMD and ATI’s footsteps, what will happen? You can see Intel CPU + Nvidia chipset + Nvidia GPU now. And Intel CPU + Nvidia GPU in one chip in the near future.

For me, I don’t care as long as both companies stock price go up.

• 1 Comment

Intel first Larrabee chip’s retail release has been canceled. What does this mean? Intel will not be able to compete with AMD and Nvidia next year in GPU war.

INTC, AMD and NVDA intraday performance on 7th December 2009

Both AMD and Nvidia stock price spiked to 8% and 12% after this announcement. I also sold Intel stock at USD 20.50 after knowing this. Hmm… Can INTC still going up? Yes. But not in this few weeks until the next quarter annual report announcement. And it depends on the annual report. Based on the INTC historical record, it really hard to perform like Apple Inc. stock AAPL which already back to its highest level after 2008 economy crisis. INTC was around USD 27.00 back then.

Be sensitive in every area if you want to invest in stock market.

• 3 Comments

Every investor always asks this question, ‘keep or sell’. For me, I have no confirmed answer to it too. I set a target price when I buy stock. And I will sell it when the stock hit my target price. However, you might earn less when you sell too early like my Mudajaya case. Or set too high target price like my INTC case. And end up earn nothing.

Tanjong PLC past 2 months performance

I have 2 target prices for Tanjong ~ RM16.02 and RM16.74. The first target price should be easily hit with sudden high volume. But men are greedy. So do I. Should I wait for RM16.74? Or sell it at RM16.02? I don’t want to end up like Mudajaya and INTC cases.

• 5 Comments

Everybody make mistakes. That’s no a problem. But knowing it and without rectify it. Then it will be a problem. I thought stock market will rally until end of October 2009. However, it did not. Both of the stocks INTC and Tanjong that I target were flat in October. Just like Maybank Investment Bank asked traders to sell on 5 October 2009, a wrong prediction. Anyway, it is hard to predict stock market. And investor should not buy stock based on prediction but on the stock value itself.

INTC October 2009 performance

There are 2 important dates in October for INTC. One is the quarterly report announcement and the second one is employee stock option exchange date. I predicted there will be spike in price on both of the dates. But I was only correct on the first one. And wrong on the other ~ it is good for Intel employees because of the low stock option exchange price. But not for me who want to sell at USD22.50. Hmm… I have to keep it for another 3 months again.

Tanjong PLC October 2009 performance

Same apply to Tanjong PLC. Its 1H net profit increased 10.4% to 372.941 million. And it should be able to climb back to RM16.00 easily. But it failed to do so in October 2009. Luckily, I still have the dividend of 17.5 cents. Else, I will end up earning nothing for October 2009.

• 0 Comments