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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 223.44+4.3%3:59 PM EST
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To: TechieGuy-alt who wrote (148199)1/18/2005 11:46:26 PM
From: PetzRead Replies (2) of 275872
 
I think one thing AMD can do IMMEDIATELY is to stop consolidating ALL of Spansion in its Revenue and Operating Income lines. True, it doesn't change the bottom line profit and loss, but it would at least make flash less visible.

Flash was, in reality, 28.5% of revenues. It had a -8% net operating margin. That compares with -14% at Intel's ICG. Even the combined net operating margin at PCP+Mem Products was -13%. (-11% if you include all of Spansion)

BTW, did Bertrand Cambou participate in the CC? I was busy this evening and didn't listen yet.

Petz
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