Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.02

+6.4%

3:59 PM EST

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To: Elmer Phud who wrote (136036)	10/12/2004 10:02:41 PM
From: TimF	Read Replies (1) of 275872

I don't see how it can be anything but that considering the data about ICG's growing losses. I'm assuming Petz's statement, "ICG group net loss DOUBLED as flash revenues grew 9% and ICG non-flash revenues grew 1%.", is true. I didn't independently check it. With healthy flash revenue growth, and flash supposedly profitable, and those profits increasing it would seem that the rest of the group (as a whole not necisarily every product they sell) would have to be losing money and those losses would have to have growed rapidly over the period in question. Tim

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