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To: Dave who wrote (137109)6/10/2001 9:30:14 PM
From: Dave  Read Replies (1) | Respond to of 186894
 
Dan,

One other thing to ponder whilst you have AMD's financials open. AR for AMD rose by 10%, while their revenues went up only by 1.1%. What happened there? Are the corporations that buy AMD chip having trouble paying their bills? Or, did AMD cut "sweet deals" therefore lowering their ASPs in order to make the Quarter by back end loading it? Which is it?

At least intel's A/R went down consistent with Revenues QoQ.....

Maybe AMD is offering some "vendor financing"....<ggggg>

Most likely.....its a combination of the two.



To: Dave who wrote (137109)6/11/2001 12:00:13 AM
From: Dan3  Read Replies (1) | Respond to of 186894
 
Re: Are you conceding what I stated before?

That Intel still has more cash on hand than AMD? Of course it does - during the last year it only used up part of what it accumulated over 15 years.

Here's what happened during the last year:

Current  Assets   Liabilities
AMD       +8%      -20%
Intel    -11%      -14%

Can you spot the trend?

Now Intel is losing the benefit of a monopoly in the mobile and workstation segments. Now things start to go downhill for Intel.


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