INTC vs AMD
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Created by Ira Krakow
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Date updated:06-14-2007

When two elephants fight, the grass gets trampled, as the saying goes. Intel (INTC) and Advanced Micro Devices (AMD) have been engaged in a price and technology war for a long time. These companies, suppliers to and competitors of INTC and AMD, are affected if one side or the other gets the upper hand.

INTC and AMD also are observing closely the battle between the One Laptop Per Child (OLPC) initiative from MIT Professor John Negroponte, and Intel's Classmate. OLPC uses Linux and is cheaper and uses more efficient power management technology than the Classmate. OLPC is not in production. INTC claims it can't be mass produced in quantities necessary fot the project to succeed.

symbol name last price % change open
  • +
  • INTC
    Intel Corporation
  • $18.93
  • +0.21%
  • $18.82

Intel Classmate is their version of One Laptop Per Child. The Classmate needs a cooler and has a battery life of 2 hours with heavy use. Bloomberg News, June 12, 2007 - INTC will cut prices of its Core 2 Quad processor by 50 percent on July 22, according to an Intel document given to clients. The chips, introduced in November to run servers and the most expensive personal computers, sell for $530 each, according to Santa Clara, California-based Intel's Web site.

People owning INTC also tend to own: AAPLAMDCSCODELLGOOGIBMMSFT

TheStreet.com Rating: B What is this?

  • +
  • AMD
    Adv Micro Devices
  • $5.04
  • +4.35%
  • $4.84

Barcelona is AMD's quad processor, competing with the Core 2 Quad. Eric Savitz of Barrons, reported June 6, 2007: Citigroup’s Glen Yeung wrote in a research note Tuesday that “several sources” at the Computex 2007 show in Taiwan this week, including vendors, distributors and board makers, “have confirmed” that Advanced Micro Devices’ (AMD) Barcelona server processor, originally expected to ship June or July, now isn’t expected until September or October. Yeung writes that “yield problems” were most frequently cited as the reason for the delay. AMD powers John Negroponte's One Laptop Per Child computer. The MIT professor designed a $100 laptop for developing countries. OLPC is designed to use power more efficiently than the Classmate. It consumes 1/6 of the power of the Classmate's LCD in full backlight mode.

People owning AMD also tend to own: AAPLCSCODELLGOOGIBMINTCMSFT

TheStreet.com Rating: D- What is this?

  • +
  • TSM
    Taiwan Semicond A
  • $9.79
  • 0.00%
  • $9.75

The largest semiconductor manufacturer in the world. Will benefit whether OLPC or Intel wins.

People owning TSM also tend to own: CNXSTXJNJXOMAAAETALL

TheStreet.com Rating: B- What is this?

  • +
  • KLAC
    Kla-tencor Corpor
  • $32.86
  • -0.06%
  • $32.65

Supplier of yield management equipment to the semiconductor industry. If the OLPC takes off, the need for the highest yield on production runs will be intense, creating a great profit opportunity.

People owning KLAC also tend to own: AGUCSCODISDIVXGSLEHLSCC

TheStreet.com Rating: C- What is this?

  • +
  • NVLS
    Novellus Systems
  • $20.37
  • +0.49%
  • $20.22

Major semiconductor fabrication manufacturer. Should do well if OLPC project comes to fruition. However, a June 14 article mentioned that semiconductor orders forecasts have been slashed 7%.

People owning NVLS also tend to own: AMATAMDAMXCNQRDADWIIG

TheStreet.com Rating: C- What is this?

  • +
  • VSEA
    Varian Semiconduc
  • $30.22
  • +0.70%
  • $29.80

Another chip fabrication manufacturer. Should do well if the OLPC project comes to fruition.

People owning VSEA also tend to own: LWSNUMCAAPLAAVCHLCSCOEJ

TheStreet.com Rating: C What is this?

  • +
  • SMH
    Ml Semicond Hldr1
  • $24.51
  • -0.20%
  • $24.47

Semiconductor ETF, holding many of the semiconductor stocks affected by the INTC-AMD showdown.

People owning SMH also tend to own: ATVICCJCELGCRZODSXDVNEMC

TheStreet.com Rating: No Rating What is this?

  • +
  • IGW
    Ishares S&p Gsti
  • $41.84
  • +0.22%
  • $41.53

Market cap weighted semiconductor ETF, managed by Goldman Sachs. Holds 56 stocks, with INTC and TXN making up 18.2%.

People owning IGW also tend to own: KBEKIEVAWVCRVDEVGTVHT

TheStreet.com Rating: No Rating What is this?

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Start Price

Return Value

Start Date

INTC 22.48 -15.79% Jun 13th
AMD 13.86 -63.64% Jun 13th
KLAC 54.73 -39.96% Jun 13th
NVLS 29.35 -30.60% Jun 13th
VSEA 38.63 -21.77% Jun 13th
SMH 36.71 -33.23% Jun 13th
IGW 64.24 -34.87% Jun 13th
LRCX 52.41 -34.86% Jun 13th
MSFT 30.09 -5.22% Jun 13th
SNDK 44.03 -52.71% Jun 13th
NVDA 36.72 -64.16% Jun 13th
STM 18.73 -55.63% Jun 13th
SPSN 11.5499 ------ Jun 13th
RHT 23.26 +18.62% Jun 13th
NOVL 7.98 -47.99% Jun 14th
STX 20.91 -26.78% Jun 14th
WDC 19.91 +83.02% Jun 14th
TSM 10.55 -7.20% Jun 14th
EWT 15.19 -20.41% Jun 14th
DELL 27.35 -45.67% Jun 14th
IBM 103.85 +18.91% Jun 14th

Average return:

-22.95%

Success rate:

15%

Deleted Stocks:

AMAT 18.94 +2.06% Jun 13th
RHAT 0.00 ------ Jun 13th

Tracking Started: 06-13-2007

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