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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 221.97+0.4%1:11 PM EST

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To: pgerassi who wrote (155753)4/12/2005 5:34:46 PM
From: Elmer PhudRead Replies (1) of 275872
 
Dear Pete

All the analysts that cover Intel agree with the statement that Intel lost money in flash.

Amazing that you think you know what ALL the analysts believe! I don't think it's true. Please provide a link showing that ALL analysts that cover Intel believe that. Otherwise it is obvious you've been caught in another lie.

And you have not been able to prove that Intel made any money on flash in any quarter of 2004.

I've quoted Intel. They described "an increase in profitability" in Q3 I think it was. The other proof I have is something I can't post publicly and have acknowledged such so I don't claim it as fact I can prove other than Intel's own statement.

In fact the division with flash had losses that tracked more with the revenue and prices of flash than with any other underlying subdivision. That is even more proof that flash is responsible for those divisional losses.

References please. Oh never mind, you never provide any anyway.
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