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To: Dave who wrote (137110)6/11/2001 12:50:29 AM
From: Dan3  Read Replies (1) | Respond to of 186894
 
Re:Evidently finance escapes Dan

Quite so. It's been pointed out to me that a more accurate comparison (so as not to be distorted by AMD's Asset sales during the year) is microprocessor divisions only. 

                 Q1 2000   Q1 2001 Pct. Change
Intel-IABG Only                   
       Revenue   6,652     5,133    -22.8
       Expenses  3,646     3,450     -5.4
AMD-PC Processors Only                     
       Revenue     563       661     17.4
       Expenses    N/A       N/A     N/A

Remember: The trend is your friend - don't try to fight it.



To: Dave who wrote (137110)6/11/2001 1:02:39 AM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
Dave - Re: ". My belief, if Intel fails, i.e. goes bankrupt, AMD will have been bankrupt years before Intel."

Although no one wants to see this scenario play out, your premise seems perfectly logical.

Paul


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