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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: TimF who wrote (136042)10/12/2004 10:22:49 PM
From: Elmer PhudRead Replies (1) of 275872
 
twfowler

I don't see how it can be anything but that considering the data about ICG's growing losses.

Like I said, I'm not going to argue.

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.

From Intel's earnings report:

ICG's products include flash memory; wired Ethernet and wireless connectivity products; communications infrastructure components such as network and embedded processors and optical components; microcontrollers; application and cellular processors used in cellular handsets and handheld computing devices; and cellular baseband chipsets.

Here's how Intel reported ICG revenue and earnings:


Intel Communications
Group
Revenue 1,327 1,271 3,663 973 2,893
Operating loss (251) (126) (596) (208) (681)


Somehow Petz thinks he has isolated Flash revenue from the single number reported by Intel for the entire group. Quite a feat considering Intel didn't report it.
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