Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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

To: Petz who wrote (50110)	8/6/2001 6:58:07 PM
From: Cory Gault	Respond to of 275872

"re:AMD in low teens -- I don't think so because book value is $11.16 (fully diluted), and really more than that because 1) Nearly all remaining debt is at below-market interest rates 2) There's not a penny of goodwill on the balance sheet." Lets hope so....not pretty right now.

To: Petz who wrote (50110)	8/6/2001 7:17:09 PM
From: kapkan4u	Respond to of 275872

<I don't think so because book value is $11.16 (fully diluted), and really more than that because 1) Nearly all remaining debt is at below-market interest rates 2) There's not a penny of goodwill on the balance sheet.> About $8 of the book value is in fixed assets, like FABs and equipment, which could be worth less than $3 if liquidated during adverse economic conditions. Just watch LU trying to sell assets to raise cash. It is not easy. Kap

To: Petz who wrote (50110)	8/6/2001 9:57:20 PM
From: niceguy767	Respond to of 275872

John: "There's not a penny of goodwill on the balance sheet." And that compares to INTC's GW of about $6 billion in 2000 up $1 billion over 1999...I guess 2000 was yet another banner year for INTC despite losing market share...At this rate they might get to GW of $8 billion in Y2001 owing to the superlative performance and associated customer goodwill in 2001!