SI
SI
discoversearch

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.
Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (9300)1/18/2001 11:00:35 AM
From: Ian@SI  Read Replies (2) | Respond to of 10921
 
G.,

At most, all I can say, is the number I heard this morning was different.

Without a forensic accountant, it's impossible to know with any certainty exactly
what goes into Capex; and how much is cash vs non-cash.

I still agree with Zeev's point. $1B Capex sounds likes a bit of a stretch for a company
the size of AMD.

Ian.



To: Gottfried who wrote (9300)1/18/2001 12:41:27 PM
From: Charles R  Read Replies (1) | Respond to of 10921
 
Gottfried,

<Ian, >Sanders just on CNBC. He said that AMD will spend $1B Capex this year<
So the higher figure I re-posted yesterday was wrong.>

Not really. $1B is what AMD will have on books and what is going into the CPU biz. The other $0.5B is from flash and is off AMD's books (comes from the FASL JV).

So, the real number depends how things are being counted.

Chuck


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News