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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (48918)	7/25/2001 2:47:53 AM
From: Jim McMannis	Read Replies (2) \| Respond to of 275872

RE:"Boy - you just hit the nail on the head - AMD's fabs produced CPUs with ASPs of $91 in Q1/2001, $75 in Q2/2001 and probably $68 in Q3/2001." I'm sure you realize that tech in general and the economy can get a whole lot worse before it gets better. Think of all the fluff that remains to be wiped out. Only thing holding up is real estate. It's a bubble here in FL...when that pops...look out below. Jim

To: Paul Engel who wrote (48918)	7/25/2001 9:10:36 AM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: - AMD's fabs produced CPUs with ASPs of But they produced quite a few more of them, and AMD has kept the paper value of its Plant, Equipment, and Goodwill pretty much constant over the period - they aren't hiding costs as investments. AMD revenue over the period was: Q4 00 1,207 Q1 01 1,175 Q2 01 1,189 - almost flat. Whereas Intel's was: Q4 00 8,731 Q1 01 8,702 Q2 01 6,677 - a big drop. Yet Intel shows a big valuation increase in Plant, Equipment, and Goodwill while AMD does not.