Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.05

-2.0%

3:17 PM EST

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To: wbmw who wrote (248239)	3/2/2008 7:59:37 PM
From: Dan3	Read Replies (1) of 275872

Re: You should look at the items labeled "Net Investment" Why? It has nothing to do with current investment. Look it up - it's an accounting fiction. A judgment call like the one that rated subprime mortgage bonds AAA. I posted what they spent each year, not some accounting BS that's done mainly for tax purposes. If you really want to do it right, expand what I did into quarterly figures. Then lag the data by 6 to 9 months. I'd really be interested in what turns up - and so will the anti-trust lawyers on both sides. Lead time for FABs and equipment is longer but Intel has a pretty good idea of how AMD's doing about 6 months before SEC filings are made. Run an ARIMA on the series and see what turns up.

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