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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 207.67+2.2%3:59 PM EST
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To: Elmer Phud who wrote (155797)4/13/2005 1:21:59 AM
From: pgerassiRead Replies (1) of 275872
 
Ephud:

Here is the post where you claimed that Intel runs comm products at 300mm fabs: Message 20976789 The 2004 annual reports says that you erred.

Here is the numbers on one quarter of flash (Q3 2004 vs Q2 2004): Message 20634188 To summurize, non flash revenue was stable, yet losses went up by hundreds of millions of dollars, thus flash lost more money to gain increased sales. His reasoning isn't tortured, but yours is.

Another's look at the numbers: Message 20633031 Same conclusion. Ephud's conclusion, not supported by the evidence.

Pete
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