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Politics : Formerly About Advanced Micro Devices
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To: Charles R who wrote (86971)1/13/2000 7:28:00 PM
From: kash johal  Read Replies (3) of 1572629
 
Chuck,

Re: "earnings report"

You do make some good points.

However the interest gains and monetising the interest assets are treated separately and don't affect the earnings/share directly.

The goodwill/R&D write-off is a scam that govt. acctg rules provide. Essentially the company can write it off as a one time deal rather than affect future earnings reports.

In addition the extra week is for Q1 2000.

Some extra good news for Intel:

ASPs were up.
Margins were up.
Flash was up.
Chipsets were up.
MB's were up.
Inventory was down( no channel stuffing here).

The bad news:

As you have noted the year on year comparisons suck for the CPG. Top line growth was only 10%. And unit growth Q2Q was in the 10% range as well.

Now remember that VIA (who dumped around 2M+ units in Q4 last year is gone) and overall unit demand in PC market growth was OVER 15%. So if we had 40M units in Q4 last year that translates to OVER 46M units in Q4.

So CLEARLY Intel didn't pick up additonal 8M units over last year. If they picked up 5M units that STILL 3M units left over for AMD to PICK UP. AMD did over 5M units in Q4 last year.

The implications are that either the market didn't grow as expected or AMD had one hell of a quarter ie over 7M units.

All indications are that demand was robust.

So 6M K6-2's and 1M+ K7's sound pretty reasonable to me.

Perhaps AMD will challenge Intels per share profits after all!!!!

regards,

Kash
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