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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.80

+1.7%

Jan 16 3:59 PM EST

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To: Milan Shah who wrote (52074)	8/22/2001 6:20:34 PM
From: wanna_bmw	Read Replies (2) of 275872

Milan, Re: "For Intel, their cash&short-term went down by about $700M, but their long-term debt went up by about $225M. In my books, Intel was a $1B cash-flow negative last quarter! If they bleed at this rate, they will not be able to meet payroll in about 2 years time." Intel is also spending $7.5 billion in capex this year to be put towards manufacturing and expansion that will make them all that more competitive next year. Consider that money well bled. How will AMD's balance sheet look once they have to spend money to convert 100% of their fabs to be SOI capable at .13u? That doesn't come for free, you know. wanna_bmw

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