Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 227.90

+2.0%

Jan 15 3:59 PM EST

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To: Elmer Phud who wrote (155722)	4/12/2005 1:53:35 PM
From: Rink	Read Replies (1) of 275872

Elmer, actually Intel showed that $800M figure in it's Q4 earnings release as indirectly related to flash. Also AMD's Rivet mentioned that Intel is loosing in the order of $800M on flash in the Q&A in the conf call following its own Q4 earnings release. Since then only comments in articles about Intels flash profitability keep consistently pointing towards the point that its loosing money. You were the only one that continued to claim Intels flash is profitable which is so unlikely that it can't be true. The quote I mentioned today, which clearly implies Intel indicating it might only become profitable in 2006, is just one more indication that you were (and are if you still don't retract that statement) wrong about Intel's flash being profitable. Regards, Rink

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