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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (87455)1/16/2000 12:57:00 AM
From: Cirruslvr  Read Replies (1) of 1572921
 
Kash - RE: "There are too many intangibles on the earnings side to accurately predict earnings."

I found another thing that will effect earnings.

While looking through AMD's latest 10K to search for info about Dresden Elmer was talking about (I didn't find what he was talking about) I saw that AMD had agreed to continue to make Vantis stuff for Lattice (who bought Vantis from AMD) until 2003. THis is what the "Other" in AMD's earnings has been the past two quarters. I don't think anyone has factored this into their estimates. This was 18M in Q3, but there are no indications for what it could be in Q4.
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