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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 220.61

+6.2%

1:54 PM EST

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To: Elmer Phud who wrote (155763)	4/12/2005 7:52:04 PM
From: pgerassi	Read Replies (1) of 275872

Ephud: NO! You must list one analyst that says Intel is making money in flash or that it breaks even. That's easy to do, unless there isn't one. Which goes to prove my point. You can't list even one. Go ahead and PROVE me wrong. Where is the link? I showed you where Intel states that all of its 300mm fabs are making CPUs which makes your statements that 300mm capacity is taken up by chipsets among other things, when I and others applied your methods for calculating yields to Intel's 300mm CPU fabs, as just plain wrong. You stated that you had "inside knowledge" that this was the case. Well this annual report shows you to be in error (and likely trying to mislead, which you claim is the definition of lying). Now you use "inside knowledge" to claim that flash makes money. The wrongness of your previous claim makes this claim most likely wrong as well. And by all the links posted here by others and my own research, proves that it is wrong, Intel loses money on flash. Pete

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