Tech "intel's f-----"

[Madmick]

...lolz @ posting quotes of mine that not only held up - but are supported further by the results since. just like i said - their profits were/are slashed. 'record fucking revenue' should translate to "RECORD FUCKING PROFITS" - except for the fact that it didn't. like the previous posts displayed. profits down.

lolz @ pretending their q4 earnings show strength or something. they're doing so well that they're using their warchest for buybacks while doing 3 rounds of layoffs.

uberlolz @ me not understanding this. when you couldn't even get the numbers right.

Again, their profits are either nearly identical to 2018 (by GAAP), or up with more significant growth by non-GAAP on the year.

You can't deflect this. On October 4th, 2019, you predicted their profits would be "slashed". Nobody will accept an 0.02% decline as "slashed" profits. Furthermore, the Q1 and Q2 reports for 2019 were already available at that point. The Q3 and Q4 reports were the ones still unreleased. Yet, what did the future hold? Their sum profit in those next two reports-- the ones on which your prediction would bear-- are up. Everything else is even more spiffy.

We tried to teach you. Some cannot be taught.

 

[rob mafia]

Again, their profits are either nearly identical to 2018 (by GAAP), or up with more significant growth by non-GAAP on the year.

You can't deflect this. On October 4th, 2019, you predicted their profits would be "slashed". Nobody will accept an 0.02% decline as "slashed" profits. Furthermore, the Q1 and Q2 reports for 2019 were already available at that point. The Q3 and Q4 reports were the ones still unreleased. Yet, what did the future hold? Their sum profit in those next two reports-- the ones on which your prediction would bear-- are up. Everything else is even more spiffy.

We tried to teach you. Some cannot be taught.

...they literally lowered their prices which literally lessened their profits. a lot. hence, 'record fucking revenue' with... down/flat profit. this is not a hard concept.

lolz @ hating me so much that you're pretending that intel's not fucked/proft's up/etc, amidst all the buybacks and layoffs.


and btw, their q3 was down YoY. if you want your entire argument to now hinge upon q4 being up YoY with 2019 being down, you've backpedaled right into my own post that started this shit yesterday (1612)

 

[Madmick]

...they literally lowered their prices which literally lessened their profits. a lot. hence, 'record fucking revenue' with... down/flat profit. this is not a hard concept.

lolz @ hating me so much that you're pretending that intel's not fucked/proft's up/etc, amidst all the buybacks and layoffs.

and btw, their q3 was down YoY. if you want your entire argument to now hinge upon q4 being up YoY with 2019 being down, you've backpedaled right into my own post that started this shit yesterday (1612)

My patience is limitless. I will beat you with this stick until endlessly.

Their profits went up, after your ridiculously ignorant and incontrovertibly wrong forecast. Profits on the year are up unless you want to nitpick the GAAP which was so small it doesn't show up in the cursory financial report, and this is the only negative metric you can find, and really, it makes it quite obvious how desperate you are not to admit you shot your mouth off-- like you usually do-- without understanding how anything works.

Oh, no, an -0.02% drop in profits according to GAAP! Let's see, if our business netted $1000 profit for last year, how much would that downturn be for this year's profits?

20 cents.

The horror! The humanity! "Intel is fucked!"

 

[rob mafia]

My patience is limitless. I will beat you with this stick until endlessly.

Their profits went up, after your ridiculously ignorant and incontrovertibly wrong forecast. Profits on the year are up unless you want to nitpick the GAAP which was so small it doesn't show up in the cursory financial report, and this is the only negative metric you can find, and really, it makes it quite obvious how desperate you are not to admit you shot your mouth off-- like you usually do-- without understanding how anything works.

Oh, no, an -0.02% drop in profits according to GAAP! Let's see, if our business netted $1000 profit for last year, how much would that downturn be for this year's profits?

20 cents.

The horror! The humanity! "Intel is fucked!"

lolz @ the constant vitriol and pompous pats on the back while you really ARE backpedaling right into https://forums.sherdog.com/posts/158841257/ - yeah, you're so smart and knowledgeable that you're arguing "endlessly" while you ran in a circle and affirm my post. that you argued with. yesterday.

lolz @ pretending that i don't know how 'this works.' just like stadia, right? ooooooops.

dat projection.

 

[Madmick]

lolz @ the constant vitriol and pompous pats on the back while you really ARE backpedaling right into https://forums.sherdog.com/posts/158841257/ - yeah, you're so smart and knowledgeable that you're arguing "endlessly" while you ran in a circle and affirm my post. that you argued with. yesterday.

lolz @ pretending that i don't know how 'this works.' just like stadia, right? ooooooops.

dat projection.

Concession re-accepted.

 

[rob mafia]

Concession re-accepted.

...uh huh. /s you affirmed my claim while ironically accusing me of not knowing how shit works. after i even called the shot in the previous post.

meanwhile, buybacks and layoffs. record revenue... down profit.

 

[Madmick]

...uh huh. /s you affirmed my claim while ironically accusing me of not knowing how shit works. after i even called the shot in the previous post.

meanwhile, buybacks and layoffs. record revenue... down profit.

Profits are up.

So are earnings per share-- for that matter. Record revenue isn't something you should be citing.

I'd love to hear the dunce cap forecast for the next quarter.

The fact you're trying to talk about Stadia-- something completely unrelated to this-- when you've never offered an insight into that technology or prediction of the service that wasn't asserted by dozens of other posters on this board, including myself, conveys that you realize how badly you gaffed when you popped off about something you don't understand. More appropriate might be to remind yourself of the time you tried to talking about AMD gaming CPUs, and got everything wrong; like your prediction that the R7-3800X would significantly outperform and outsell the R7-3700X, and so too the 3600X over the 3600.

You're a neophyte who should listen more, talk less.

 

[rob mafia]

Profits are up.

So are earnings per share-- for that matter. Record revenue isn't something you should be citing.

I'd love to hear the dunce cap forecast for the next quarter.

...gee, i wonder if the stock buybacks had a major impact on this.

you don't know what any of this even is/means, do you? the eps was high BECAUSE of the buybacks. holy hell.

and profit was up for one quarter (like i said. repeatedly. which you backpedaled into. repeatedly) in the last few (amidst a year in which it was down). it's hardly celebration time.

The fact you're trying to talk about Stadia-- something completely unrelated to this

actually, no. YOU went off the rails in the stadia thread in your anti-rob rage that you tried to make it about business.

-- when you've never offered an insight into that technology or prediction of the service that wasn't asserted by dozens of other posters on this board, including myself, conveys that you realize how badly you gaffed when you popped off about something you don't understand.

weird, since i was right. strange how that works, eh?

More appropriate might be to remind yourself of the time you tried to talking about AMD gaming CPUs, and got everything wrong; like your prediction that the R7-3800X would significantly outperform and outsell the R7-3700X, and so too the 3600X over the 3600.

You're a neophyte who should listen more, talk less.

...coming from the one who incorrectly said the 2700 sold more than the 2700x. your best-case scenario with this is that we both were wrong.

at least mine was just a prediction. shortly later, it was obvious that the 3800x wouldn't outsell, given that it was practically a unicorn and difficult to ever even find.

regardless, you clearly have no clue how to read the quarterlies or what these terms really mean and etc. so it's funny that you keep trying to tell me i don't know anything while you repeatedly make basic mistakes.

 

[Madmick]

...gee, i wonder if the stock buybacks had a major impact on this.

you don't know what any of this even is/means, do you? the eps was high BECAUSE of the buybacks. holy hell.

and profit was up for one quarter (like i said. repeatedly. which you backpedaled into. repeatedly) in the last few (amidst a year in which it was down). it's hardly celebration time.

Profits were up on the year. Again, they paid 3% more in taxes on the year, and yet their raw GAAP net income were unchanged while their non-GAAP net incomes went up significantly enough to be recorded in summary reports.

Dividends being up thanks to cash flow are NOT a negative. Businesses exist to make money. Intel buys back stock every year. It bought back ~$15bn in 2018 vs. $20bn in 2019. They've been reducing their shares outstanding for over 15 years now. This isn't a catastrophic reversal of fortunes. This is a long-term trend of the business coinciding with their peak dominance in the CPU market. Besides, even with the buybacks as a cost their revenue was higher as a ratio of their spending than in 2018.

We explained to you that Intel's business is much bigger than just gaming CPUs when you first started pretending to know stuff. Lo and behold, at the end of 2019, it was their data center earnings that drove the business to a strong 2019.

actually, no. YOU went off the rails in the stadia thread in your anti-rob rage that you tried to make it about business.

weird, since i was right. strange how that works, eh?

You can't even cite what it is you said about Stadia that was so prescient. Everyone was right about Stadia not doing well. You bring this up every time you're cornered and humiliated.

...coming from the one who incorrectly said the 2700 sold more than the 2700x. your best-case scenario with this is that we both were wrong.

at least mine was just a prediction. shortly later, it was obvious that the 3800x wouldn't outsell, given that it was practically a unicorn and difficult to ever even find.

You were wrong about every single CPU in the Ryzen 2000 folder, and chiefly, we both made predictions about which CPUs would sell the best for the upcoming Ryzen 3000 series. I was right on every count. You were wrong. Sweet jesus, there is a post history for this.

 

[rob mafia]

Profits were up on the year.

Again, they paid 3% more in taxes on the year, and yet their raw GAAP net income were unchanged while their non-GAAP net incomes went up significantly enough to be recorded in summary reports.

sure, it's minorly up... IF you want to cherrypick non-gaap while failing to cite why. again. instead, you keep trying to blame previous year's taxes. lolz.

but profits were actually down. but you already know this.

Dividends being up thanks to cash flow are NOT a negative. Businesses exist to make money. Intel buys back stock every year. It bought back ~$15bn in 2018 vs. $20bn in 2019. They've been reducing their shares outstanding for over 15 years now.

holy crap, you clearly don't get this AT ALL, but can't stop yourself from pretending otherwise... while making even more mistakes.

protip: i mentioned buybacks and dividends, already. they're part of MY equation.

their buybacks went astronomical recently - which was my point. they care more about buybacks/wall street than fixing their problems. in this case, they're kinda opposites. they had/have a huge warchest - and instead of using that to get competitive/develop future _____, they earmarked ~$20B for buybacks. ...it's like i already mentioned this, though. yesterday. and a couple months ago. and ~5 months ago. it's as if my point's been consistent, or something.

This isn't a catastrophic reversal of fortunes. This is a long-term trend of the business coinciding with their peak dominance in the CPU market. Besides, even with the buybacks as a cost their revenue was higher as a ratio of their spending than in 2018.

lolz! it's a future catastrophe. hence, "intel's fucked."

lolz @ backpedaling around to revenue. yeah, that's MY point again - with 'record fucking revenue," their profits should be high. up. record, even. instead... they're not record highs. they're not even up. they're down. that's... a problem.

We explained to you that Intel's business is much bigger than just gaming CPUs when you first started pretending to know stuff. Lo and behold, at the end of 2019, it was their data center earnings that drove the business to a strong 2019.

...actually, i explicitly mentioned that i was referring to CPUs, but hey - it was easy to omit that in blind anti-rob rage.

also, intel reclassed their data center reporting as of that quarter, expanding it. but it's not like i know anything about this, amirite?

You can't even cite what it is you said about Stadia that was so prescient. Everyone was right about Stadia not doing well.

...and yet, you chose to argue, anyway. funny, about that, amirite?

You bring this up every time you're cornered and humiliated.

this was literally the first time i brought it up in a non-stadia thread. lolz @ being "humiliated." you're projecting an awful lot.

You were wrong about every single CPU in the Ryzen 2000 folder, and chiefly, we both made predictions about which CPUs would sell the best for the upcoming Ryzen 3000 series. I was right on every count. You were wrong. Sweet jesus, there is a post history for this.

???? you said the 2700 sold more. it didn't. the 2700x did. i corrected you, even with a link. lolz @ pretending otherwise, even while mentioning post histories.

 

[Madmick]

sure, it's minorly up... IF you want to cherrypick non-gaap while failing to cite why. again. instead, you keep trying to blame previous year's taxes. lolz.

but profits were actually down. but you already know this.

holy crap, you clearly don't get this AT ALL, but can't stop yourself from pretending otherwise... while making even more mistakes.

protip: i mentioned buybacks and dividends, already. they're part of MY equation.

their buybacks went astronomical recently - which was my point. they care more about buybacks/wall street than fixing their problems. in this case, they're kinda opposites. they had/have a huge warchest - and instead of using that to get competitive/develop future _____, they earmarked ~$20B for buybacks. ...it's like i already mentioned this, though. yesterday. and a couple months ago. and ~5 months ago. it's as if my point's been consistent, or something.

lolz! it's a future catastrophe. hence, "intel's fucked."

lolz @ backpedaling around to revenue. yeah, that's MY point again - with 'record fucking revenue," their profits should be high. up. record, even. instead... they're not record highs. they're not even up. they're down. that's... a problem.

...actually, i explicitly mentioned that i was referring to CPUs, but hey - it was easy to omit that in blind anti-rob rage.

also, intel reclassed their data center reporting as of that quarter, expanding it. but it's not like i know anything about this, amirite?

...and yet, you chose to argue, anyway. funny, about that, amirite?

this was literally the first time i brought it up in a non-stadia thread. lolz @ being "humiliated." you're projecting an awful lot.

???? you said the 2700 sold more. it didn't. the 2700x did. i corrected you, even with a link. lolz @ pretending otherwise, even while mentioning post histories.

I knew if I picked at this ball of yarn long enough you would come undone. "My equation". Okay, Keynes. You clearly had no idea their aggressive stock buybacks having been going on for over 15 years, and apparently you don't even understand that it's all Intel's money. At the end of the day a buyback only changes revenue, not profits, because it's also an expenditure, nitwit. The surge in buybacks relative to this period began in 2018 which is the very year you're attempting to use to demonstrate "slashed profits", and while the preponderance of accounting shows positive profits, the hill you've chosen to die on has a headstone that reads, "-.02%". The volatility of taxes, on the other hands, does play a role in profits. The reason they can buyback so much is because they have such astonishing margins to yield that cash flow. Go ahead and look at their earnings per share change due to the buybacks, and then look at total earnings per share. Even the surge in 2018 only yielded ~$0.06 increase on average. Derp.

So when is Intel "fucked"? What's the timetable on filing for bankruptcy? Tell us, oh, NostraRobus, since you obviously blew it for Intel's 2019.

The forum stopped reading this spat half a dozen posts ago, but spare it your persecution complex. The reason people shit on you is because you invite it with ignorant, negative blathering like this, and then you double down regardless of the edification the world imposes on you. Accept reality. Case in point. No, in fact, this isn't the first time you brought up Stadia, cryptically, outside the Stadia thread. Here you are so triggered that I admonished you for bitching about free games that you brought it up out of nowhere in the game freebie tracking thread:
Freebie Alert Thread

yeah, how's stadia working out for you?

 

[rob mafia]

I knew if I picked at this ball of yarn long enough you would come undone. "My equation". Okay, Keynes. You clearly had no idea their aggressive stock buybacks having been going on for over 15 years,

lolwut

i posted a link detailing all of them. and i mentioned $20B earmarked for these. as usual, you evade the point (the astronomical increase, and done while they have a lot of internal problems) to strawman as if i argued they never did buybacks before.

and apparently you don't even understand that it's all Intel's money.

WAT so... you're now arguing that i think intel bought back their stock with... someone else's money? really? that's pretty amazing. are you wearing a helmet?

At the end of the day a buyback only changes revenue, not profits,

WAT

it has no bearing on revenue. you have NO IDEA what you're talking about.

because it's also an expenditure, nitwit. The surge in buybacks relative to this period began in 2018 which is the very year you're attempting to use to demonstrate "slashed profits",

actually, no. ~5-6 months ago, when they dropped their prices which led to me to laugh at their strategy and mentioned the less margin/slashing profits... was not 2018.

once again, you have no clue.

and while the preponderance of accounting shows positive profits,

fact: profit was down in 2019.

the hill you've chosen to die on has a headstone that reads, "-.02%".

odd since you JUST claimed the opposite in the SAME SENTENCE. see that minus sign? what does that mean? you just called it "positive."

lolz @ the butthurt pic. your projection seems to be increasing rapidly.

your last post was off the rails. it wasn't even close, anymore. you're now resorting to lies and strawman. you didn't even pretend to try to address the points - you just claimed that i don't think intel's money is intel's (???), while incorrectly stating that buybacks affect revenue (they don't) and that that minus sign means "positive."

 

[Madmick]

This is the first time I've brought up Stadia outside the Stadia thread!!! I'm not gotten to!


<45> <45>

 

[rob mafia]

This is the first time I've brought up Stadia outside the Stadia thread!!! I'm not gotten to!

"concession accepted."

lolz @ more projection.

 

[Woldog]

A 3d printed mini-itx case.

Spoiler

How dare you interrupt the Intel Profits war with hardware.

 

[Madmick]

How dare you interrupt the Intel Profits war with hardware.

I do apologize, but this person is impossible. He's lecturing the forum on business sheets, and he doesn't even realize that earnings per share are calculated using the net income which is derived by taking the total expenses and subtracting them from revenue.

I didn't go to business school, but I knew a guy who did.

 

[rob mafia]

I do apologize, but this person is impossible. He's lecturing the forum on business sheets, and he doesn't even realize that earnings per share are calculated using the net income which is derived from the total expenses minus revenue.

I didn't go to business school, but I knew a guy who did.

WAT

you even got THAT wrong. and backwards.

kind of like when you said profit was "positive" while listing a negative number. and when you said "a buyback only changes revenue." and etc. you have no idea what you're talking about.

lolz @ even mentioning EPS, at all, given that it plays right into MY point with the buybacks and intel's focus on propping up their SP in what is clearly a short-sighted play.

 

[rob mafia]

How dare you interrupt the Intel Profits war with hardware.

imo, the best part is how the initial posts from 2 days ago (or whenever the flare-up was) were in another thread and moved... here. if posts are going to be moved, we might as well just have all of the "intel's fucked" posts moved to a thread of its own.

 

[rob mafia]

(placeholder)

re: related posts from hardware thread intermittently over the last ~5 months

might as well have its own thread instead of taking up the other one.

 

[elreece]

I dont think Intel is going anywhere, but not even remotely interested enough to get in a debate about it.