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To: Dan3 who wrote (147447)11/11/2001 8:13:25 PM
From: wanna_bmw  Respond to of 186894
 
Dan, Re: "If Intel accounting were as conservative as AMD's is, Intel would have reported a loss of about $800 million."

Intel announced their Generally Accepted Accounting Principles earnings of over $100 million last quarter. AMD follows the same exact announting requirements; they are no less conservative than AMD.

Don't accuse others of obfuscation when you are by far the most guilty of this here.

wanna_bmw



To: Dan3 who wrote (147447)11/12/2001 9:43:34 AM
From: herb will  Read Replies (1) | Respond to of 186894
 
Dan, "I replied that they'd better, since their costs are 4 to 5 times those of Intel (actually, 6+)."

By your own reasoning that Intel's cost are 6x AMD's and Intel's revenues are 8x AMD's revenues, is it any wonder that AMD lost $100 million last quarter and most analysis do not predict a return to profitability for another 4 quarters?

I think you better reexamine your investment goals. Maybe you need another horse to ride.

Herb


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