Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Petz who wrote (87147)	1/14/2000 3:34:00 AM
From: ptanner	Read Replies (1) of 1572775

John <Apple's report clearly discloses the (rather large) capital gains in the second paragraph and the numerical tables show capital gains as a separate line item.> I couldn't cut/paste either from the Apple document (they probably wanted to make sure the columns lined up nice so perhaps it is a graphic rather than text). I did appreciate how prominently Apple disclosed the information. It will be interesting to see how analysts decide to spin Intel's report -- they will probably go whichever direction they were inclined to before receiving the report. Some appear to have reacted towards both extremes as witnessed by some earnings upgrades and some skepticism. In particular, I haven't seen any analysts questioning potential pricing pressure as AMD seeks market share or the apparent magnitude of pending AMD price cuts. Maybe they don't read SI enough? PT

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