Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 230.23

-4.3%

Nov 18 3:59 PM EST

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To: bacchus_ii who wrote (37803)	4/29/2001 10:06:17 PM
From: ptanner	Read Replies (1) of 275872

Gottfried, Re: AMD/INTC cash / share Thanks for looking that up... but don't forget that AMD does have some real long-term debt (on very favorable terms) relative to INTC (data from most recent earnings releases) AMD - LT Debt of $3.97/share (including convertible as debt and using diluted shares), $2.54 after conversion (assuming $500M in convertible) INTC - LT Debt only $0.10/share. (Side note, INTC shares outstanding has been diminishing slightly due to the repurchase program, both on a basic and fully diluted basis). Or perhaps look at book values (yes, lots of room for accounting differences here), values from Yahoo Profiles: AMD - $10.42 INTC - $5.49 OTOH, INTC is also saddled with the wondrous "Other" category which doesn't seem to be on a straight path to profitability. I gathered some historical data but haven't made any pictures (ie graph) yet. If it looks halfway interesting I will post someplace - should also add some AMD info for perspective. While massive price reductions could increase demand... I think this will be limited since the price of the CPU has become modest relative to the total system price in the more price-sensitive low-end boxes. I spent triple the money on the OS compared to the CPU for my last system. (No Linux quips please, I will explore this but it cannot fulfill the needs for my current system builds.) I think we need some SMP opportunities so enthusiasts like myself can soak up some of the extra CPU production potential. <g> I have to try and laugh about 760MP since being patient doesn't seem to be enough. -PT

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