Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Charles R who wrote (99946)	3/25/2000 11:27:00 PM
From: Petz	Read Replies (1) of 1572567

Chuck, re:<Also, the data so far indicates that AMD is delaying bringing Dresden to production status as much as possible because of depreciation issues.> I disagree. In the CC in January, AMD said that they expected total depreciation for Y2K to run about 600M, "depending on timing." (See JC's excellent Conference Call summary, where it says "Appreciation 600M." jc-news.com ) Currently, depreciation is already running $130M per quarter, not much less than the predicted rate for all of 2000. Q1=130 Q2=130 Q3=170 Q4=170 would add up to $600M, but so would a more gradual increase: Q1=135 Q2=145 Q3=155 Q4=165, or maybe Q1=135 Q2=150 Q3=155 Q4=160 No matter how you slice it, the increased depreciation of Dresden could not cause more than a $40M jump in depreciation. I doubt AMD would modify their production schedule to be able to report higher earnings. Earnings will be high enough. Petz

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next