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Politics : Formerly About Advanced Micro Devices
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To: kash johal who wrote (75435)10/14/1999 12:02:00 AM
From: Ali Chen  Read Replies (2) of 1573197
 
Kash, <I just don't think they will risk missing earnings 3 quarters in a row>

There may be no other choice :)

Look at Intel's creative accounting this quarter,
(see the very last table in
intel.com; ):

Intel Architecture Business Group:

2Q99 revenue 5,559; profit 2,305
3Q99 revenue 6,331; profit 2,789

Looks like a perfect CPU business, same fat margins
as before, right?

Now look at "all other" business, including
presumably booming flash :

2Q99 revenue 1187, profit +15
3Q99 revenue 997, profit (-733) !!!!

How it comes that suddenly it become TWO TIMES
more expensive to manufacture the same things
as 3 month before? Even for a person with
slightly more than one ounce of brain (like engle)
it must be clear that they write off every possible
dollar into "other business" books, in attempt
to sustain image that nothing has happen in
their core CPU business... nice try indeed.

Just my few engels and elmers...
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