Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: steve harris who wrote (111805)	5/22/2000 9:41:00 AM
From: Gopher Broke	Respond to of 1579830

Could not AMD pull an iNteL and add this Comm sale to it's Q2 earnings? $2 added per share sounds good to me But what if AMD is already factoring this into their revenue forecast. Perhaps (also like Intel) they needed this revenue to prop up their flagging sales figures. Hehehehe.

To: steve harris who wrote (111805)	5/22/2000 9:55:00 AM
From: porn_start878	Read Replies (1) \| Respond to of 1579830

LOL, could not AMD pull an iNteL and add this Comm sale to it's Q2 earnings? $2 added per share sounds good to me. "AMD and Francisco Partners anticipate completing the transaction in the third quarter of 2000" At least,it won't be for this quarter... Max

To: steve harris who wrote (111805)	5/22/2000 2:27:00 PM
From: ptanner	Respond to of 1579830

Steve <could not AMD pull an iNteL and add this Comm sale to it's Q2 earnings? $2 added per share sounds good to me.> I wonder what the net margin for this business was. Even though it was in a hot sector I thought it was very low margin commodity products since the division sold for only 2.2 times 1999 revenues which seems low for a 25% growth sector. The $375M in the bank (ignoring tax) doesn't yield much income: less than 3 cents per share per quarter. It was interesting that AMD kept a small interest (10%) plus a warrant for an addition portion (10%). PT