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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.18-0.5%Dec 31 3:59 PM EST

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To: niceguy767 who wrote (21860)12/7/2000 5:25:03 PM
From: survivinRead Replies (2) of 275872
 
GMs stable at 63%?

niceguy,

Are writeoffs of low grade parts figured into GM calculations? I'm trying to determine how GM's can remain stable when their sweet spot has been stagnant during a period where asps are under tremendous pressure. Yield improvements? Servers and mobiles? Strange.

Their CFO just stated sales down in every segment except flash.

Also, Barret's in a heap of trouble for his comments in Taiwan. I think he (and andy) even sold a bunch of shares recently--not good.

survivin
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