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To: GVTucker who wrote (138882)7/9/2001 10:17:32 AM
From: Dave  Read Replies (1) | Respond to of 186894
 
GV,

One question for you, how come AMD has deferred taxes as both an asset and liablity? Shouldn't that be netted out?



To: GVTucker who wrote (138882)7/9/2001 2:15:39 PM
From: herb will  Read Replies (1) | Respond to of 186894
 
GV, "In the end, it's all rather simple." I agree.At some point the market will change. Bear markets don’t last forever. Most people that buy stocks do so at the top of the market when they should be buying when conditions are as they are now. Buying now it is a win situation for a long term investor. Stocks may go lower but it is too hard to pick the bottom. Just my opinion.

Who knows when the market will change? Hopefully Windows XP coupled with faster processors will spark a turnaround. According to this article videoconferencing, chat and telephony is incorporated in XP and could cause a new wave of CPU buying. Just maybe.

zdnet.com

Anyway, happy investing!

Herb



To: GVTucker who wrote (138882)7/9/2001 8:42:45 PM
From: Joe NYC  Read Replies (1) | Respond to of 186894
 
GV,

Look at A/R and A/P. A/R rose during the quarter by $55mm, and A/P declined by $100mm, which contributed a total of $155mm to the cash balance.

Maybe I am missing something, but isn't the result just the opposite? The increase in A/R (Sold more stuff, did get paid $$$ yet) and decrease in A/P (paid $$$ to vendors early) reduces cash, rather than increase.

Joe